Jim Whitaker

Director, Investor & Plan Member Services (Call Centres) @CIBC Mellon

Toronto, ON, CA

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2018 — Present

Director, Investor & Plan Member Services (Call Centres) @CIBC Mellon

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Toronto, ON, CA

EDUCATION

1991 — 1995

Cornell University

B.S., Business Mgmt. & Marketing

SKILLS

Business StrategyChange ManagementBusiness Process ImprovementLeadershipRelationship ManagementCross-Functional Team LeadershipSalesCustomer ServiceManagement ConsultingTrainingCustomer SatisfactionNew Business DevelopmentInvestmentsEmployee EngagementStrategic PlanningStrategyCall CentersBusiness DevelopmentAnalysisFinancial AnalysisProcess ImprovementExecutive ManagementBusiness PlanningOperations ManagementRetirementBusiness AnalysisFinanceTalent AcquisitionManagementTeam BuildingProgram ManagementTeam LeadershipRecruitingCustomer ExperienceCoachingBankingMutual FundsPerformance ManagementFinancial ServicesCrm

ABOUT JIM WHITAKER

I am an accomplished, quality-driven leader with over 15 years of experience in developing strategy for, and managing customer service, advice, and sales departments through coaching, mentoring, building employee engagement, and using proven service and sales strategies. I am focused on providing customer-centric and best in class service experiences to clients and employees.I offer broad North American financial services and business expertise with a stellar record of improving client satisfaction and employee engagement, business development, change management, revenue growth, and cost savingsSpecialties: Coaching & Mentoring • Building Employee Engagement • Developing Contact Center Strategy • Business Development • Change Management • Recruiting & Training • Internal Communications • Customer Experience Improvement • Creative Problem Solving

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