Financial Services Representative - CIBC - Montreal, QC
(2026-06)
- Delivered tailored personal banking and credit solutions to retail clients, consistently meeting quarterly product penetration and revenue targets.
- Conducted comprehensive financial health assessments to identify cross-selling opportunities across day-to-day accounts, credit cards, and personal loans.
- Maintained strict adherence to Canadian banking regulations, including AML, KYC, and FINTRAC standards, ensuring zero compliance discrepancies.
- Fostered long-term client retention by delivering end-to-end advice and resolving complex financial inquiries on first contact.
Senior Banker - Bank of America - Albany, NY
(2025-12 - 2026-01)
- Orchestrated financial strategies for high-net-worth clients, maintaining a 98% retention rate through tailored investment solutions.
- Spearheaded cross-departmental referral initiatives that grew total Assets Under Management (AUM) by 15% within a single quarter.
- Mentored 5+ junior associates on federal regulatory compliance, sales strategy, and operational excellence protocols.
Relationship Banker - Bank of America - Albany, NY
(2024-04 - 2025-12)
- Managed a portfolio of 100+ active client accounts, exceeding quarterly sales targets by 18% through strategic product cross-selling.
- Resolved 95% of complex client inquiries at the first point of contact, consistently exceeding regional customer satisfaction (CSAT) benchmarks.
- Analyzed client financial profiles to identify diversification opportunities while adhering to strict US AML and KYC guidelines.
Banker Associate - Trustco Bank - Albany, NY
(2023-08 - 2024-04)
- Balanced daily cash transactions averaging $50,000 with a 100% accuracy rate over an 8-month period.
- Audited 200+ branch accounts, identifying operational inconsistencies and improving branch audit readiness scores by 12%.
- Increased referral-to-sale conversion by 30% through proactive client outreach and structured financial profiling.
