andra vasile

Financial advisor Imperial Service

* Answering clients’ inquires with regards to their account, completion of credit card applications, making overall assessments of client accounts * Selling insurance for credit cards and different products related to credit accounts, by matching the clients’ needs with the available products * Working under pressure by serving a large number of clients in a short time * Developed excellent multitasking skills and the ability of working in a fast-paced environment * Proved strong time-management ability by prioritizing tasks and imposing deadlines * Peering new hires by providing assistance in both training environment and on the phone * Peering existing colleagues in order to help improve their individual performance * Sales lead for the team: helped create incentives and shared best sales practices with the team

* Provide financial assistance to new and existing clients by assessing their short, medium and long term objectives, and by identifying their needs through the utilization of CIBC Financial tools * Successful panning of business activities to meet weekly sales, service and referral targets for personal and small business clients * Assess clients’ files for loans, lines of credit and mortgages, prepared and sent them for approval * Provide financial guidance to clients in order to improve their financial situation, credit bureau or to reach their financial objectives. Touch all types of business: deposits, credit, investments and insurances.