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Sales and Service Professional

Location:
Calgary, AB, Canada
Posted:
October 22, 2020

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Resume:

TIRA STEINER

**** ************ ** **, *******, AB, CANADA

Cell: 403-***-**** adg8ec@r.postjobfree.com

WORK HISTORY : CIBC August /1991 to Oct 5/2018

(Most Recent) Position : Mortgage Advisor//Calgary, Alberta June 2005-Oct 5/2018 Dedicated passion care and expertise upon custom designing their mortgage needs Met with clients to generate new business and negotiate contracts. Contacted potential clients to pursue sales, relationshio building and rentention Maintained friendly and professional customer interactions. Continued education on current banking products and services Advised portfolio of clients on creating and fulfilling a custom designed financial plan Created strategies to develop market and expand sales of services to existing customer towards a sales target increase annually.

Previous to CIBC:

Pharmacy assistant, postal clerk, portrait sales rep, retail clothing sales asscoaite, cashier, waitressing Work History Details and Proficiencies

● Investment Banker skilled at producing results in fast paced environments by adapting and implementing innovative strategies.

● Bank Teller with high levels of integrity and accuracy. Experienced in cash handling, balancing drawers, loan processing and inventory management.

● Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.

● Seasoned Bank Teller well versed in customer care who is successful in achieving sales goals, while maintaining high levels of customer satisfaction.

● Various bank official positions with an outstanding background in customer service, sales and banking. Addresses all questions and concerns with customer satisfaction in mind. Investment Banker who enjoys the challenge of acquisitions, organizational restructuring and leading projects from concept through to completion.

● Customer Service Representative who achieves high levels of customer satisfaction. Personable and ambitious Investment Banker specializing in portfolio implementation and client services.

● Customer-centered banking professional with a diverse financial service career in institutional business development and project management.

● Driven Investment Banker with excellent presentation, negotiation and interpersonal skills.

● Meticulously organized and proficient in time management, while offering professional and courteous customer service.

● Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives.

● Banking professional successful at cross-selling bank products and services. Hardworking and outgoing team member versed in cash handling processes and management principles.

● Investment Banker who aggressively builds solid client bases and drives revenue growth. Recipient of various customer service, sales and achiever awards SKILLS AND ATTRIBUTES

● Economic /financial /marketing(micro and macro expertise)

● Enthusiastic/Energetic/personable

● Consumer banking specialist

● Excellent time management skills

● Self-sufficient/self-directed mindset

● Expertise in Excel/Word/CRM/Expert/Office Outlook

● Dedicated/Trustworthy/Reliable

● Meticulous attention to detail

● Forward-thinking/Goal- oriented

● Strong interpersonal skills/relationship and team builder

● Risk Management/Practices due diligence

● Customer-oriented/Empathetic/Genuine concern for consumer need

● Tenacious /resilient/adaptable

● Savvy relationship-builder/Outgoing

● Strategic sales planning

● Marketing Promotional Sales Expertise /Deadline-driven

● Strong account and financial analysis skills

● Cash handling expertise

● Ledger and balance sheet competency

● Excellent Verbal/written communication

● Compliance, banking laws and regulations

● Advanced clerical /accounting knowledge

● Passion for exceptional world class delivery of sales and service EDUCATION

● High School Diploma

St Mary High School// Prince Albert, Sask/1986

Received Algebra Award and Scholarship

● 2 Years Bachelor of Commerce - Marketing/Economics University of Saskatchewan// Saskatoon, Saskatchewan

● Financial Accounting - Accounting and Business Statements Institute of Canadian Bankers// Saskatoon, Saskatchewan//1995

● Canadian Securities Course - Securities Investments Canadian Securities Institute// Calgary, Alberta//2002

● Professional Financial Planning Course - Financial Planning Canadian Securities Institute// Calgary, Alberta//2004

● Mortgage 101 201 301 - Mortgage Advising

CIBC Mortgage University// Calgary, Alberta//2005



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