Geoffrey Siu

Experience

• 

  RBC

  Jul 2010 - Mar 2020

  I am a relationship manager who builds professional relationships with small business clients. I specializes in structuring loan applications for businesses. Loans such as business line of credits, term loans, or equipment financing needs. I strive to meet with my clients at least once every year to ensure banking needs are still in line with business operations; thus maximizing efficiency. In addition to the Banking Advisor role... I also....Assist clients in completing refinancing on their homes to meet their borrowing needs. Help clients complete bridge financing for their home.Building long term professional relationship with high net worth clients. Provide sound investment advice to RBC clients and prospective clients on all RBC mutual funds.Provide suitable Mutual Funds solutions to RBC clients given investment constraints and financial goals.Ensure all buy/sell orders are suitable and accurately reflect client’s financial needs and goals. Balancing clients’ portfolios to ensure clients’ investments are within their investor profile. Assist clients with accounts maintenanceAssist clients with complex transactions such as wire transfers and open safety deposit boxes.Organize account managers’ timetable according to clients’ availability. Branch administrative duties such as mail distribution, contacting clients, and filing. 25+ hours / week); Assist clients with their daily banking needs through due diligence and professionalism.Enhance clients’ banking experience by providing advice and solutions. Assist team’s sales goals by participating in team events and huddles.

  • Business Account Manager

    Apr 2018 - Mar 2020

  • Financial Advisor

    Oct 2015 - Mar 2018

  • Banking Advisor / Mutual Fund Sales Representative

    Jan 2012 - Oct 2015

  • Account Service Representative/Client Assistant Officer

    Apr 2011 - Jan 2012

  • Mobile Client Service Representative

    Jul 2010 - Mar 2011
• 

  CIBC

  Mar 2020 - Nov 2022

  Senior Business Advisor

  As a Senior Business Advisor at CIBC, my job is to build a strong relationship with my business clients. My specialty is building business credit applications ranging from $100,000 to $1,000,000. I also work closely with my internal/external partners to provide advice around banking and cash management.

• 

  TD

  Nov 2022 - now

  Commercial Account Manager

  As a Commercial Account Manager, I act as the first point of contact for my commercial clients at the bank. I specialize in constructing business credit applications ranging from $500,000 to $5,000,000. My job is to develop a strong bond with my clients and offer business banking solutions when needs arises. I also work with an experienced team of cash managers to support my clients' day to day business operations. Happy to connect to discuss any business borrowing needs.