Investment Advisor
CIBC Securities Inc
Total years of experience :22 years, 7 Months
Providing high quality investment services tailored to the customer’s individual investment
needs by delivering what matters to our clients through increased retention, acquisition and
consolidation via professional telephone interaction.
Utilize the investment tool to assist the client with valuable investment advice, ensure
transactions adhere to compliance procedures and guidelines, and refer situations to other
business partners when necessary. Offer a superior client experience on every call to meet and
exceed clients’ expectations, build loyalty and grow the business.
Playing a key Role in helping clients achieve their Financial Goals while assisting them with
their everyday banking needs.
Duties & Achievements;
* Provide information to existing and potential clients via telephone regarding CIBC's full range of products
and services.
* Meet sales, customer service, and productivity targets by understanding client needs, offering first call
resolution of issues, and actively promoting and selling products and services that meet clients’ needs.
* Offer a superior client experience on every call to meet and exceed clients’ expectations, build loyalty and
grow the business.
Playing a key Role in helping clients achieve their Financial Goals while assisting them with
their everyday banking needs.
Duties & Achievements;
* Provide an exceptional experience for new and existing clients by identifying their needs through the
utilization of CIBC Financial tools.
* Planning business activities to meet weekly sales, service and referral targets for personal and small business
clients.
* Responsible for proactively initiating phone calls to book appointments with clients to discuss their needs
and to offer financial solutions including Financial, Credit & Retirement Planning.
* Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all
documentation is completed in accordance with CIBC policies and procedures.
* Demonstrate a strong code of ethics while adhering to and protecting client privacy.
Respond to incoming telephone inquiries in a pleasant, courteous, professional, and
knowledgeable manner. Take full ownership of the call and ensure all follow-up activities are
processed and recorded as required..
Duties & Achievements;
* Recognize, analyze, and interpret customer inquiries to establish objectives .
* Listen to the customer's questions or concerns to identify, investigate and resolve, or take action to resolve
the issue(s) using empowerment, well thought out judgments, decision-making skills and product knowledge.
* Transfer customer calls to appropriate department when needed.
* Identify customers' needs, and independently resolve disputes received from existing credit cardholders,
branches, other financial institutions and potential customers regarding the various CIBC card products,
services, and promotions.
* Explain or clarify procedures associated with the acquisition, operation and maintenance of all of CIBC's
various credit card products. This also includes promotions or contests associated with these products.
* Fulfill customer expectations and ensure that the solution offered meets customer needs and complies with
CIBC practices and procedures .
* Accurately complete appropriate documentation for each transaction, and wrap up calls by either inputting
data for call history and/or initiating the necessary customer fulfillment.
* Regularly update knowledge about new products, procedures and policies in order to answer customer
inquiries promptly.
March2011- January 5th, 2012 Customer Service
Manage the complete operation of the Recruitment for MCV group of Companies & Factory.
Supervise Juniors & Seniors staff.
Premium International for Credit Services.
Supervising Human Resources & Administration functions.
* Review the recruitment process (job postings, organize & conduct interviews, candidates selection)..
* Revise the creation of hired employes files and ensure all date are entered properly in the SAP.
* Prepare monthly payroll using the SAP system and perform the bank salaries transfer.
* Provide advice, recommendations and support on disciplinary actions.
* Provide advice and assistance on remuneration issues and benefits systems
* Provide assistance when conducting performance evaluations.
* Identify training and development needs within the organisation through job analysis, appraisal schemes and
regular consultation with business managers.
* Organize & document training activities.
* Promote workplace safety.
Mercedes-Benz -MCV
Review, prepare and release the monthly payroll cycle to ensure that all gathered data and
transactions are correctly processed and salaries are paid in time and in respect will all
company regulations and tax laws.
Duties & Achievements
* Prepare & update employment records related to hiring, transferring, promoting, and terminating on the SAP
system.
* Ensure new hires paperwork is completed and processed..
* Address any employment relations issues, such as work complaints and harassment allegations.
* Process all personnel action forms and ensure proper approval..
* Review, prepare and release the monthly payroll cycle to ensure that all gathered data and transactions are
correctly processed and salaries are paid in time and in respect with the company regulations and tax laws.
* Issue and reconcile the monthly/yearly payroll reports to the finance department to feed the SAP module with
such data to allow the issuance of necessary cost analysis reports.
* Prepare on a monthly basis the cost of salary report of MCV Group of companies.
* Prepare and review all reports related to payroll and cost centers asked by various departments to prepare
annual salaries increase.
Handling the Departure and the the Arrival Flights
Depesco Developed petroleum Services Co. (Free Zone)
Answer phones to respond to orders, general customer inquires, invoice questions, and
customer complaints. Project a professional company image through phone interaction.
courses: Certified Human Resources Professional (CHRP) Designation (In process) * Canadian Investment Funds Course (achieved ,