
Timeline
About me
Mutual Funds Certified | Customer Service Representative at CIBC | Helping Clients Achieve Financial Goals
Education

Trios college business technology healthcare
2023 - 2024Postgraduate degree business management, project management
University of san jose-recoletos
-Bachelor of science in engineering chemical engineering
Sault college of applied arts and technology
2023 - 2024
Experience

Psbank official
Jan 2013 - Jan 2015Branch managerAs Branch Manager, I successfully oversaw the overall sales and operations of the branch, ensuring the achievement of targets in deposits, investments, consumer loans, and branch income. I managed and developed a high-performing team through regular training, coaching, and performance monitoring, driving consistent growth. Additionally, I ensured compliance with audit standards and regulatory requirements, maintaining operational excellence. My leadership extended to implementing strategies that enhanced client satisfaction, improved branch profitability, and strengthened the branch’s competitive position within the market. Show less

Pru life uk
Jan 2015 - Jan 2019Spearheaded agent conversion initiatives by supporting agency leaders, delivering targeted training, and driving promotional campaigns. Managed recruitment strategies and created impactful events to attract and develop high-performing agents, contributing to overall sales growth.
Recruitment Sales Manager
Jan 2015 - Jan 2019Recruitment Sales Manager
Jan 2015 - Jan 2019

Manulife china bank life insurance corporation
Jan 2019 - Jan 2022Regional sales manager- Oversaw sales operations for 75 branches, driving a 25% increase in insurance sales. - Delivered training on life insurance products to advisors, ensuring compliance with regulatory standards. - Developed sales strategies to penetrate untapped markets and grow regional revenue.

Cibc
Aug 2023 - nowCustomer service representative• Deliver exceptional customer service by addressing client inquiries and providing tailored banking solutions. • Achieved 100% of performance goals, including sales targets and client satisfaction metrics. • Successfully obtained Mutual Funds Certification to expand product knowledge and support clients in investment decisions. • Collaborate with team members to enhance branch efficiency and client retention.
Licenses & Certifications
- View certificate

Understanding capital markets
LinkedinOct 2024 - View certificate

Project management foundations (2019)
LinkedinAug 2023 - View certificate

Troubleshooting common pc issues for users
LinkedinSept 2024 - View certificate

Product management: building a product strategy
LinkedinDec 2023 
Introduction to business analytics
LinkedinJul 2024
Honors & Awards
- Awarded to Allen L.Mutual Funds Certification IFSE Oct 2024
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