Diva Sharma

Finacial Services Representative @CIBC

Toronto, ON, CA

Developed and maintained strong client relationships by understanding personal and business financial goals, providing tailored advice on cash management, credit, investments, and wealth protection. Proactively recommended banking products and services aligned with clients\' financial objectives, enhancing client satisfaction and loyalty. Educated clients on digital banking tools, promoting the adoption of online services to enhance their banking experience. Conducted comprehensive financial needs assessments, resulting in effective product recommendations or referrals to specialized services. Ensured compliance with bank policies and regulatory requirements during all client interactions and transactions, maintaining high standards of integrity and confidentiality.Consistently met or exceeded sales and performance targets by identifying opportunities and delivering exceptional client service.Collaborated effectively with team members to ensure a seamless client experience, contributing to the overall success of the banking center.

Vel Tech Technical University

Bachelor of Technology - BTech, Mechanical Engineering

Northern College of Applied Arts and Technology

Postgraduate Degree, Supply Chain Management