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Graham Braun

430 followers

Winnipeg, Manitoba, Canada

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Timeline
About me
Business Relationship Manager
Education
- Red River College
  2015 - 2017
  Business Administration
  Developed a thorough understanding of business practices and concepts, including Business Finance, Cost Accounting, and Statistical Analysis.
Experience
- BMO
  Oct 2017 - now
  • Achieved 116% overall achievement in FY2020 and 128% YTD achievement in FY2021 (as compared to BMO performance expectations).• Structured lending deals and made credit recommendations based on sound lending principles.• Managed risk and prevented bank losses through a strict adherence to policy and audit requirements.• Ensured data integrity and proper documentation for all lending files.• Provided a quick turn-around time on time-sensitive files, while maintaining accuracy and thoroughness on all applications.• Provided high-quality investment advise based on sound investing principles and a thorough knowledge of mutual fund and term investment options. Show less
  - Relationship Manager
    Dec 2023 - now
  - Credit Analyst
    Oct 2021 - Mar 2024
  - Personal Banker
    May 2018 - Jan 2022
  - Customer Service Representative
    Oct 2017 - May 2018
Licenses & Certifications
- Investment Funds in Canada (IFC)
  Canadian Securities Institute
- Moody's Certificate in Commercial Credit (CICC)
  Canadian Securities Institute
Volunteer Experience
- BMO Employee Giving Campaign Ambassador
  Issued by United Way Centraide Canada
  Associated with Graham Braun
- BMO Days of Caring Volunteer
  Issued by United Way Winnipeg on Jun 2018
  Associated with Graham Braun