Sarah Hart

Experience

• 

  CIBC

  Aug 2008 - Oct 2024

  At CIBC Imperial Service, I work with families to build a personalized financial plan; a road map designed to help achieve what’s important to them, covering all areas of their finances. • Provide support to Small Business Banking and advisory in Alberta• Be the voice and subject matter expert for small business• Promote CIBC Small Business in the community • Work with mass affluent clients providing financial advice • Create and implement customized business and personal banking solutions• Responsible for approving business loans • Develop and execute long term and weekly sales plans• Build strong relationships with CIBC partners • Provide exceptional customer service• Influence clients to consolidate financial services with CIBC• Attract new business to CIBC• Preform as Branch Manager during his/her absence • Ensure the consistent delivery of high quality customer service• Manage risk and ensure policies; procedures and controls are in place to minimize fraud, forgeries and losses• Actively promote an effective working relationship with clients• Provide leadership and support to the branch • Influence clients to consolidate financial services with CIBC• Address client concerns at the first point of contact where possible• Open new personal and small business accounts

  • Financial Advisor

    Jun 2020 - Oct 2024

  • Manager

    Nov 2017 - Jun 2020

  • Alberta Regional Small Business Specialist

    Dec 2015 - Dec 2017

  • Small Business Financial Advisor

    Apr 2013 - Nov 2015

  • Senior Financial Services Representative

    Jul 2011 - Apr 2013

  • Assistant Manager

    Oct 2010 - Jun 2011

  • Financial Services Representative

    Aug 2008 - Oct 2010
• 

  CIBC Wood Gundy

  Sept 2024 - now

  Investment Advisor