Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions.Ask thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns.

Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes.

I meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. I rely on knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.I engage in marketing and outreach activities to show clients' value them and their communities. Try and utilize networks to deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.

Helping clients with real estate lending solutions. Refinancing to pay debt. Equity take-outs. Creative solutions for purchasing rental properties to build and/or expand rental portfolios. Renovations. Purchases. First time home buyers. Construction financing (building a home). Pre-construction mortgages (buying from a builder).

Leads by example and show my team how to deepen client relationships, and meet client financial needs while providing a high standard of service. Go above and beyond to champion CIBC within the community to develop new and existing client relationships. Encourage employees to quickly resolve client complaints, and to escalate when necessary.Builds a culture of collaboration across multiple client offers so that clients are served by those best able to meet their financial needs. Monitor the Banking Centre’s business performance and put action plans into place to close any gaps. Work collaboratively with all partners to maximize market opportunities, and increase the Banking Centre’s overall performance. Manage and minimize risk to safeguard our bank, clients and shareholders.Leads and coaches a high performing team of Leaders, Advisors, and Representatives to deepen client relationships and drive the right kind of growth. Provide meaningful development opportunities for employees and advocate for CIBC within the community to recruit employees who share and demonstrate our values.

Providing support to our Foreign Exchange team. I demonstrate high-level administrative and operational support.I play a key role in ensuring our FX teams drive results all while providing a high level of awareness and competence at the organizational level. I take ownership of issues and lead relationships and results. I create monitoring reports and alerts for operational teams and liaise with major international banks and financial industries. I review data categorization to ensure reporting is reflective of the reality of the business and ensure databases function correctly and tweak code as needed.

Retain, manages and expand major merchant relationships. Manage a portfolio of merchant accounts, Associations and Franchise Relationships by increasing revenue through cross-selling company products and services. Maintain strong relationships with key decision-makers within assigned accounts and the industry in order to ensure retention of all accounts. Act as a payments consultant to assigned relationships.