parm dhaliwal

* Developed strategic sales plans for prospects and existing clients * Provided clients with an initial review of their existing financial plan or creating a new financial plan * Conducted complimentary needs analysis across several financial statements, including competitor statements * Conducted market research to understand market trends * Built and maintained a market profile in the assigned market area * Participated in local professional and community events and associations to develop and expand my network * Identified opportunities to deliver community information sessions and financial seminars to grow prospects * Identified additional investment business development opportunities and facilitated the implementation of an investment solution and/or referral to the appropriate Wealth Management partners * Facilitated a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members

As Team Lead, I oversee the day-to-day operations at the National Bank Financial Banking Centre. We propose customized and suitable financing and banking solutions tailored to clients optimal financial goals.

* Developed and executed a 6–12 month plan to maximize the share of wallet and retention of existing customers and acquisition of new customers * Managed and provided leadership to develop and maintain a branch of 16 employees. * Continuously assess and improve the fit-to-role and the skilled knowledge of subordinates to deliver on the desired customer experience * Monitored and assessed risk within the branch and escalated issues to the Area Manager as appropriate * Developed and maintained a network in the community to enhance the visibility of my employer and built a strong referral source for new potential business * Effectively executed managerial and crossed functional accountability and authorities * Assessed and improved the work processes for sales service and operational effectiveness within prescribed limits to maximize the effectiveness and efficiency of the team

See BM role responsibilities under CIBC.

* Developed and executed a 6–12 month plan to maximize the share of wallet and retention of existing customers and acquisition of new customers * Managed and provided leadership to develop and maintain a branch of 16 employees. * Continuously assess and improve the fit-to-role and the skilled knowledge of subordinates to deliver on the desired customer experience * Monitored and assessed risk within the branch and escalated issues to the Area Manager as appropriate * Developed and maintained a network in the community to enhance the visibility of my employer and built a strong referral source for new potential business * Effectively executed managerial and crossed functional accountability and authorities * Assessed and improved the work processes for sales service and operational effectiveness within prescribed limits to maximize the effectiveness and efficiency of the team