Fernanda Rodrigues
628 Fleet St Apt 2604, Toronto ON M5V 1A8 tel 647 348 084 cel 647 980 9580
Objective
Seeking an opportunity within the financial or service industry to deliver high quality customer
service, project management and strong business results as part of a winning team. Career
banker with 30+ years in-depth experience in retail branch leadership, portfolio management,
mortgages, loans, investments, risk and compliance in both retail and small business.
Key Strengths
 Strong interpersonal and relational skills
 Goal oriented leader with an ability to deliver exceptional results aligned to the
business strategy.
 Solid business acumen and balanced performance excellence in all areas
including recruitment and retention, employee satisfaction, expense control, risk,
loss management and project management.
 Excellent track record of customer service excellence
 Passionate to succeed and able to evoke passion, enthusiasm and motivation to
her team.
Career Summary
BMO Mortgage Specialist
Toronto, Ontario August 2009-June 2011
Built strong relationships with Realtors in the Portuguese Community, which resulted in
$22.5milion in sales during the first year.
Left the bank to pursue the dream of owning my own Restaurant in June 2011 but I sold
in May 2013. My family and I were not prepared for this type of commitment.
CIBC Senior Business Advisor
Commerce Place, Hamilton, ON April 07 to August 08
Recruited to manage a very complex Small Business portfolio at the Main Branch in Hamilton,
consisting of approximately 90 households with $150 million in funds managed, this portfolio
contained some of the largest law and accounting firms in Hamilton.
CIBC Branch Manager
Centre Mall, Hamilton, ON April 06-April 07
Recruited to lead the Centre Mall Branch through a large scale change into a stand-alone location
over a 2 year period, with a complex double merger and a 50% increase in staff compliment.
 $6 million increase in funds managed, increased mortgage book by 10% and increased
customer satisfaction by 11% during the fiscal.
 Re-organized the sales team with the assistance of HR by bridging employees to
early retirement and moving others into different roles within the organization
CIBC Branch Manager
Burlington Banking Centre, Burlington, ON Sept 01-April 06
Charged to lead a diversified and dynamic team of 34 frontline employees consisting of 11 sales
people in both retail and small business. Managed sales, business development, operations,
personnel, budget, profit planning, audit and compliance for a main branch with managed funds
exceeding $200 million.
 Through disciplined coaching, motivating and building capability grew the sales force
from 5 to 11 members
 Exceeded every sales target year over year while maintaining high levels of customer
and employee satisfaction
 Developed strong relationships with internal partners, which resulted in over $5 million
of referralbusiness to other segments within CIBC
 Recognized bank-wide as a top location for implementing and fostering a learning
culture by ensuring every employee spend a minimum of 1 hour per week on e-learning
and continuous improvement
CIBC Main Branch, Commerce Court, King and Bay, Toronto
Business Development Banker 1997-2001
Recruited for a newly created “one of a kind” business development role by the Director of Main
Branch for two niche business opportunity areas:CIBC’s large employee base relationships
within the CIBC Group of Companies (such as large Corporate, CIBC World Markets ect.)
to solicit new business for CIBC Main Branch.
 Personally led the initiative to integrate Merrill Lynch employees into the CIBC
employee offer across Canada with 95% success rate in new business
 Facilitated numerous presentations, receptions and national conference calls to CIBC
subsidiaries with a high rate of new business referrals,including a $25 million corporate
referral
CIBC Toronto/Mississauga/Etobicoke1993-1997and from 1988-1991
Numerous positions of increasing responsibility within the organization
Sotto Mayor Bank Canada/Brampton1991-1993
Recruited as the new founding Branch Manager for the Brampton Branch
During the first year of operations, the branch grew by 6,000 new accounts,$12 million
in funds managed (credit and investments) a very mixed portfolio of both retail and small
business. Accomplished by the entire team becoming extremely involved in the Portuguese
Brampton Community.
Achievements
CIBC Quarterly Achiever Award, 4-time recipient
CIBC Team Award, 5-time recipient
Mutual Funds Course 1994 Mutual Funds Branch Compliance Officer 2003
Fernanda Resume - Copy

Fernanda Resume - Copy

  • 1.
    Fernanda Rodrigues 628 FleetSt Apt 2604, Toronto ON M5V 1A8 tel 647 348 084 cel 647 980 9580 Objective Seeking an opportunity within the financial or service industry to deliver high quality customer service, project management and strong business results as part of a winning team. Career banker with 30+ years in-depth experience in retail branch leadership, portfolio management, mortgages, loans, investments, risk and compliance in both retail and small business. Key Strengths  Strong interpersonal and relational skills  Goal oriented leader with an ability to deliver exceptional results aligned to the business strategy.  Solid business acumen and balanced performance excellence in all areas including recruitment and retention, employee satisfaction, expense control, risk, loss management and project management.  Excellent track record of customer service excellence  Passionate to succeed and able to evoke passion, enthusiasm and motivation to her team. Career Summary BMO Mortgage Specialist Toronto, Ontario August 2009-June 2011 Built strong relationships with Realtors in the Portuguese Community, which resulted in $22.5milion in sales during the first year. Left the bank to pursue the dream of owning my own Restaurant in June 2011 but I sold in May 2013. My family and I were not prepared for this type of commitment. CIBC Senior Business Advisor Commerce Place, Hamilton, ON April 07 to August 08 Recruited to manage a very complex Small Business portfolio at the Main Branch in Hamilton, consisting of approximately 90 households with $150 million in funds managed, this portfolio contained some of the largest law and accounting firms in Hamilton. CIBC Branch Manager Centre Mall, Hamilton, ON April 06-April 07 Recruited to lead the Centre Mall Branch through a large scale change into a stand-alone location over a 2 year period, with a complex double merger and a 50% increase in staff compliment.  $6 million increase in funds managed, increased mortgage book by 10% and increased customer satisfaction by 11% during the fiscal.  Re-organized the sales team with the assistance of HR by bridging employees to early retirement and moving others into different roles within the organization
  • 2.
    CIBC Branch Manager BurlingtonBanking Centre, Burlington, ON Sept 01-April 06 Charged to lead a diversified and dynamic team of 34 frontline employees consisting of 11 sales people in both retail and small business. Managed sales, business development, operations, personnel, budget, profit planning, audit and compliance for a main branch with managed funds exceeding $200 million.  Through disciplined coaching, motivating and building capability grew the sales force from 5 to 11 members  Exceeded every sales target year over year while maintaining high levels of customer and employee satisfaction  Developed strong relationships with internal partners, which resulted in over $5 million of referralbusiness to other segments within CIBC  Recognized bank-wide as a top location for implementing and fostering a learning culture by ensuring every employee spend a minimum of 1 hour per week on e-learning and continuous improvement CIBC Main Branch, Commerce Court, King and Bay, Toronto Business Development Banker 1997-2001 Recruited for a newly created “one of a kind” business development role by the Director of Main Branch for two niche business opportunity areas:CIBC’s large employee base relationships within the CIBC Group of Companies (such as large Corporate, CIBC World Markets ect.) to solicit new business for CIBC Main Branch.  Personally led the initiative to integrate Merrill Lynch employees into the CIBC employee offer across Canada with 95% success rate in new business  Facilitated numerous presentations, receptions and national conference calls to CIBC subsidiaries with a high rate of new business referrals,including a $25 million corporate referral CIBC Toronto/Mississauga/Etobicoke1993-1997and from 1988-1991 Numerous positions of increasing responsibility within the organization Sotto Mayor Bank Canada/Brampton1991-1993 Recruited as the new founding Branch Manager for the Brampton Branch During the first year of operations, the branch grew by 6,000 new accounts,$12 million in funds managed (credit and investments) a very mixed portfolio of both retail and small business. Accomplished by the entire team becoming extremely involved in the Portuguese Brampton Community. Achievements CIBC Quarterly Achiever Award, 4-time recipient CIBC Team Award, 5-time recipient Mutual Funds Course 1994 Mutual Funds Branch Compliance Officer 2003