Experience

• 

  The truth investigations services

  Apr 2010 - Dec 2012

  Manager claims

  Claims Management Process and Client Interaction

• 

  Staples canada

  Mar 2013 - Apr 2013

  Rewards program specialist-part time

  Rewards Related Queries and problem solutions

• 

  Cibc

  Apr 2013 - Jul 2017

  Credit specialist

  Providing Lending Solutions i.e. Loans & Lines of Credits, receive clients referrals to review client’s credit needs within the authorized limits & cross/up-sell products and provide advises around credit products utilization, follow security procedures and services to validate client’s information that meet the bank's policy requirements & help client achieve their immediate, short term and long term financial goals by providing advises around banking products utilizations

• 

  Bmo

  Aug 2017 - now

  Managing relationships and partnering with local businesses, responsible for portfolio management and development. Tailor financing packages to meet customers’ needs, including both lending and non-lending products, and help build success. Manage relationships and partnering with local businesses and responsible for portfolio management and development. Tailor financing packages to meet customers’ needs, including both lending and non-lending products, and help build success.

  • Senior Banking Relationship Manager

    Jun 2023 - now

  • Business Banking Relationship Manager

    Jun 2019 - Jun 2023

  • Financial Services Manager

    Aug 2017 - May 2019