Organized Financial Services Professional with Over 20 Years Experience
1. 05/2010 to 08/2015
Sarnia, On
09/2005 to 04/2010
Petrolia, On
COREY NICHOLS
Summary
Organized individual who effectively identifies and resolves complex financial issues.
Thrives in fast-paced and ever-changing business environments.
Self-motivated, highly proficient in developing creative solutions and implementing objective decision making. Maintains
positive attitude and works hard to build team and client relationships.
Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity,
exceptional customer service, efficiency and ambition.
Highlights
Customer service-focused
Sales expertise
Cash handling expert
Debt and credit management
Night and safe deposit system operation
Reliable
Detail-oriented
Excellent time management
Analytical
Excellent communicator
Accomplishments
People Management:
Managed Staff Scheduling
Coached to meet Sales Objectives
Customer Service Focused
Financial Management:
Managed / Balanced Internal Company Accounts
Managed clients finances and aided them in their Financial Goals
Fulfilled all supervisory duties when Manager was on vacation.
Named “Associate of the Quarter” for exceeding all customer service goals.
Experience
Financial Services Representative
Canadian Imperial Bank of Commerce
-Met with clients to review their financial goals (Investments / Loans /
Mortgage / Credit Cards / Bank Accounts)
-Sold products and services that met the clients needs and wants.
-Made outbound phone calls to clients on a daily basis
-Processed all Documentation for the products and services that the
Bank offers
Branch Manager
Canadian Imperial Bank of Commerce
68 Turner Drive, Sarnia, On N7S 4L3 | H: 519 330 7186 | C: 519 330 7186 | coreynichols@sympatico.ca
2. 08/1999 to 03/2005
Exeter, On
09/1996 to 02/1999
Hamilton
05/1990 to 08/1996
Oakville
1984
Hamilton, On, Canada
1980
Oakville, On, Canada
-Coached Sales and Service staff to meet expectations
-Managed the monthly schedules to ensure proper coverage during
business hours
-Served clients when needed, to aid with the branches Sales and
Customer Service targets.
Personal Banking Representative
Canadian Imperial Bank of Commerce
-Met with clients to open new Bank Accounts, Investments, loans.
-Made outbounds calls to clients regarding Offers, Specials.
-Returned client calls regarding questions
-Resolved Customer Service Issues
Customer Service Representative
Rogers Cable
-Dealt with clients regarding Sales of the companies products and
services
-Resolving Customer Services Issues / Equipment Issues
-Processed Inventory on Equipment being issued and returned
-Processing daily Sales Reports
Store Manager
Clark Shoes
-Manager Scheduling of Staff
-Coaching of staff on Sales and VCustomer Service
-Dealing with customer Issues / Returns
-Inventory of stock on a regular basis, and ordering replacement stock
- Sales and Service
-Processing of Daily Sales reports to Head Office
Education
Business / Accounting Diploma: Business / Accounting
Mohawk College
Coursework in Business, Communications and Organizational Psychology
Business Development training
High School Diploma: General Study
Queen Elizabeth High School
References
