Ibrahim Konate

Experience

• 

  Scotiabank

  Aug 2014 - now

   Creating comprehensive financial plans involving a more complex portfolio of financial services leveraging relevant financial planning tools modules and advice based tools and resources Anticipating life events to effectively deliver relevant advice and solutions Understanding customer’s financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals Delivering on the complex advice expectations of our customers . Primarily focus on retaining relationships and growing business and also Proactively prospect to identify additional sources of business Networking with industry specialists to remain knowledgeable and current in marketplace trends and legislation Acquiring, retaining and growing loyal customer relationships Play the function of officer in charge twice a week in the absence of the branch manager which involves supervising all the employees of the branch as well as authorizing transactions and documentations Contributing to operational excellence and a satisfactory Branch audit Contribute to the overall business objectives of the branch team Play the role of assistant branch manager on a daily basis Acting as branch manager once every week- Overseeing the entire branch activities- Providing authorizations regarding financial transactions and ensuring compliance- Conducting and leading the team morning meetings Participate in the development and training of new hires and junior financial advisors Show less  Contribute to the branch overall success by meeting negotiated goals through effective management of an assigned portfolio of customers. Identify opportunities and recommend strategies that best meet the customers immediate and future financial needs Meet weekly sales targets, cross sell targets and activity-based metrics, along with non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development.  Provide a full range of customized financial solutions using a financial planning approach focused on building and maintaining long term relationships primarily with a portfolio of assigned customers Primarily focus on retaining relationships and servicing current portfolio of assigned customers and contribute to the well-defined Customer Experience Model while providing an excellent customer experience Focusing primarily on the targeted customer segment while supporting all other segments as required Focusing primarily on the targeted customer segment while supporting all other segments as required Create financial plans, leverage relevant financial planning tool modules and select advice based tools and resources Contribute to operational excellence and a satisfactory branch audit Contribute to the overall business objectives of the branch team and minimize the Bank's exposure to risk Staying current on retail lending compliance, regulatory compliance, Know Your Client (KYC) and custody requirements and changes Expert Knowledge of Products, services, features and benefits and related policies and procedures of: Payments (Day to Day & Credit Cards), Borrowing, Insurance and Investments Show less  Contribute to the branch overall success by meeting defined goals through the identification and satisfaction of immediate customers’ needs Using a financial planning approach, capitalize on opportunities to increase sales, revenues and cross sell with existing and new customers Demonstrate, identify, advise and recommend appropriate payments solutions, investments and mortgage strategies to customers. Build long term relationships with customers by providing a full range of customized financial solutions Minimize the bank’s exposure to risk by adhering to compliance with regulatory activities and guidelines Frequently monitor accounts to ensure compliance with the bank and the industry regulations. Grow the bank’s customer base and keep clients satisfied with a broad range of products and services Build and set up Investment Portfolios as well as short and long term mortgage solutions Show less

  • Branch Manager

    Apr 2022 - now

  • Assistant Branch Manager

    Oct 2021 - Apr 2022

  • Senior Investment and Personal banking Specialist

    Mar 2018 - Apr 2022

  • Investment and Personal banking Specialist

    Jun 2016 - Feb 2018

  • Financial Advisor

    Aug 2014 - Jun 2016