Anthony Ogbonna

Experience

• 

  Investors Group

  Sept 2012 - Jan 2013

  Financial Advisor
• 

  CIBC

  Oct 2013 - Jun 2017

  Working with clients to effectively meet their financial needs by offering financial planning advice such as:Opening different banking products as neededHelping with mortgage dealsInvestment adviceLoan applicationsDebt consolidationRetirement planning Efficiently and politely attending to client's requests in a faced paced environment, while also looking for opportunities to cross-sell products and eventually refer the clients to financial advisors.

  • Financial service representative

    Apr 2015 - Jun 2017

  • Customer Service Representative

    Oct 2013 - Aug 2015
• 

  Kaykamz Entertainment

  Jan 2016 - now

  Event Planner
• 

  Oakridge Accounting Services

  Mar 2018 - Nov 2018

  Accounts Receivable Specialist

  Accurately reconciling customer payments from payment to sales dataResearching payment discrepanciesAnalyzing sales data for completeness and reporting on account anomaliesCommunicate directly with customers via telephone/emails; following up on customer interactions when necessaryPrepare week ending and month ending reporting for management review.Looking for efficient ways for data mining and reporting.

• 

  Canadian Western Bank

  Nov 2018 - Aug 2021

  Retail Services Officer

  Acting as a strategic partner to Account Managers to build, grow and maintain profitable, long lasting and genuine relationships with CWB clients.Managing a portfolio of >$15MM and growing it by 3% annuallyApplying your administrative expertise and testing your accuracy while initiating large volumes of personal banking products, handling document control and inputting data.Proactively identifying and anticipating client needs to uncover opportunities to be crucial to their financial success.Using customer insights to drive and guide your prioritization and handling of critical, timely documentation and report production.Exercising your financial smarts – helping clients understand banking products in a way that promotes client engagement and true comprehension.Learning and expanding your knowledge in a way that contributes to your branch’s success. Show less

• 

  Peace Hills Trust

  Aug 2021 - now

  Credit Assessment: Analyzing financial statements and credit reports to assess the financial health of businesses.Financial Analysis: Conducting ratio, cash flow, and trend analyses to identify risks and opportunities.Loan Evaluation and Structuring: Reviewing loan applications and recommending terms that align with risk profiles.Risk Management: Identifying and mitigating potential lending risks, and monitoring loan portfolios.Client Interaction: Gathering financial information from clients and maintaining strong relationships.Compliance and Documentation: Ensuring compliance with regulations and maintaining accurate documentation.Collaboration and Reporting: Working with loan officers and underwriters, and preparing regular reports.Continuous Improvement: Staying updated on market conditions and enhancing credit analysis processes. Show less Client Relationship Management: Building and maintaining strong relationships with business clients to understand their financial needs and goals.Financial Solutions: Providing tailored financial products and services, including loans, lines of credit, and treasury management solutions.Portfolio Management: Overseeing a portfolio of commercial accounts, ensuring client satisfaction and identifying opportunities for growth.Credit Assessment: Collaborating with credit analysts to evaluate the creditworthiness of clients and recommend appropriate credit solutions.Risk Management: Monitoring account performance and implementing risk mitigation strategies to ensure portfolio health.Business Development: Identifying and pursuing new business opportunities to expand the client base and drive revenue growth.Client Support: Assisting clients with account-related issues, providing financial advice, and ensuring prompt resolution of inquiries.Compliance and Documentation: Ensuring all client interactions and transactions comply with regulatory requirements and internal policies.Market Insight: Staying informed about market trends, industry developments, and economic conditions to better serve clients. Show less

  • Corporate Credit Analyst

    Aug 2023 - now

  • Senior Account Manager

    Aug 2021 - Aug 2023