Clayton RF Haluza



Clayton RF Haluza, BBA

6 Fern Valley Crescent

Richmond Hill, Ontario

Phone: (905) 773-2317

E-Mail: chaluza@sympatico.ca

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Objective

• An opportunity to deploy my client sales and relationship skills within a world class wealth management firm

Highlights

• Experience in relationship management serving in various sales units of CIBC/RBC since 2001

• Strongly developed communication and teamwork skills leading to the development of strong business relations with internal and external parties

• Driven, high energy and results oriented as supported by continuous high levels of achievement in all previously held roles

• Awarded Individual and Team CIBC Quarterly Achiever’s Award for 1st and 2nd Quarters 2006 2nd Quarter 2009, 3rd Quarter 2010. Nominated CIBC Quarterly Achiever’s Award 4th Quarter 2007 and 2nd Quarter 2008

• Awarded Award of Excellence Fiscal 2011, Feb 2012, June 2012, Oct 2012, Fiscal 2013.

Experience

April 2008 – Present Financial Advisor CIBC Imperial Service

• Achieving strong financial results finishing 2013 in top 25% in Canada. To achieve such results the Financial Advisor must be proactive and holistic, as demonstrated by strong net sales of investment and credit based product groups. As a Financial Advisor, strong financial results are achieved by identifying opportunities via an effective discovery process and leveraging said opportunities through individualized advice.

• Creating strong client relationships with a long struggling portfolio of CIBC Imperial Service clients. Demonstrated by strong results leading inherited chronically underperforming portfolio to top 25% of peer group, deepening relationships and generating referral business. Accomplishing said results via proactive, needs based approach to client interaction by creating and executing client centric financial plans.

• Building strong internal relationships among other segments within CIBC allowing for increased business development, stronger client relationships and increased financial results. Through leveraging successful relationships with partner segments within the bank strong business growth was achieved at the expense of the competition. Client relationships are deepened as clients receive a seemly CIBC offer and not a mix match of pieces.

July 2006 – April 2007 Senior Account Manager RBC: Royal Bank

• Built and expanded client relationships with an assigned portfolio of RBC high value clients. To be successful the Sr. Account Manager must employ individualized approaches to client relationships based upon an acute understanding of unique client needs.

• Completed RBC Sr. Account Manager training program in less than 50% of the allotted time. Accelerated successful completion was achieved by successfully drawing upon previous financial services experience and deploying them in a managed client environment.

April 2005 – July 2006 Personal Banker CIBC Retail Markets

• Achieved consistently strong sales performance maintaining 120% of Q1 volume target. Ranked number one in Richmond Hill/Scarborough district in mortgages and secured lending facilities closed, and consistently strong performer in CIBC Asset Management products. To reach this level of achievement the Personal Banker must utilize various sales techniques and maintain meaningful relationships with a diverse clientele.

• Managed the branch’s retail staff during a period of staff shortage and district restructuring in the absence of the branch manager. Successfully employing leadership skills in a time of ambiguity where the branch continued to achieve sales and service results.

• Mentored, coaching and training sales persons and CSRs, acting as the senior sales person at the branch.

• Continued to perform successfully all duties assigned to a Personal Banking Associate (see below)

January 2004 – April 2005 Personal Banking Associate CIBC Retail Markets

• Providing world class customer service to CIBC customers, by developing and using responsive service skills. Receiving a score of 110 on service audit, representing not just meeting, but, surpassing client needs and expectations.

• Building client relationships with current and new branch customers, allowing the Associate to consolidate current clients’ banking to CIBC, and effective utilization of clients’ networks to bring new clients to the bank.

May 2003 – August 2003 Accounts Payable Associate Toronto Transit Commission

February 2003 – May 2003 Sales Assistant CIBC Wood Gundy

• Assisted a Senior Investment Advisor by making contact with prospects on behalf of CIBC Wood Gundy. Building upon previous experiences gained within CIBC.

• Developed lists independently to be used by the Sales Assistants for the purpose of cold calling. The Sales Assistant must make sure the lists are targeted demographically so time is not wasted pursuing inappropriate prospects.

July 2001 – November 2002 Business Associate CIBC bizSmart

• Participated on a team where there is no supervisor resulting in autonomy, independence and responsibility in decision-making. Enhancing the Associate’s ability to manage time independently.

• Received a sales award for being part of the best performing team in Ontario East, 4th Quarter, 2001.

Education

September 2002 – April 2006 University of Toronto

• Completed specialist in Strategic Management, Bachelor of Business Administration degree

Canadian Securities Institute

• Successfully completed the Canadian Securities Course – October 2006

• Successfully completed the Conduct and Practices Course – October 2006

• Successfully completed the Wealth Management Essentials Course – April 2008

• Successfully completed Investment Funds in Canada – August 2004

• Successfully Completed the Branch Compliance officer course – February 2006

References

• Available upon request

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