Allen L.

Allen l.

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location of Allen L.Brampton, Ontario, Canada
Followers of Allen L.39 followers
  • Timeline

  • About me

    Mutual Funds Certified | Customer Service Representative at CIBC | Helping Clients Achieve Financial Goals

  • Education

    • Trios college business technology healthcare

      2023 - 2024
      Postgraduate 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 2015
      Branch manager

      As 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 2019

      Spearheaded 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 2019
      • Recruitment Sales Manager

        Jan 2015 - Jan 2019
    • Manulife china bank life insurance corporation

      Jan 2019 - Jan 2022
      Regional 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 - now
      Customer 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

  • Honors & Awards

    • Awarded to Allen L.
      Mutual Funds Certification IFSE Oct 2024