Chantelle Manwarren

Learned and followed all organizational policies and procedures.

• Exceeded my goals every quarter since I moved into RM roll
• Managing a portfolio of commercial relationships who require financial services and products to meet their needs
• Accountable for relationship selectivity, acquisitions and deepening existing relationships through cross-selling, driving relationship profitability and satisfaction
• Being the primary point of contact and key financial advisor for the client
• Dialogue with a variety of client contacts including business owners, treasurers, CFOs and CEOs regarding topics such as the client industry, alternative capital structures, and general business issues
• Serves as an advocate for the relationship within the bank and act as a trusted advisor for their relationships
• Develop the overall relationship strategy through a thorough analysis of risks, opportunities and impacts to the bank
• Is responsible for leading and coordinating client team members in the execution of the Client Management Process
• Leads the relationship team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions
• Assisting and educating customers on self-service banking options (for example, mobile, online and Atm)
• Building and deepening customer relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Open deposit accounts and sell banking products (Credit Cards, CD's, IRA's, Loan)
• Quote rates, terms and programs for loan on customer requests
• Respond to customer inquiries and concerns creating customized solutions
• Recognize and refer cross-sell opportunities
• Refer opportunities to appropriate specialist
• Ensure customer's needs are met by partnering with specialists and business partners to understand what they offer to customer's and the most effective way to generate business referrals
• Leverage available resources and technologies (such as tablets and bank by appointment) to optimize customer experience and serve our customers with operational excellence and accuracy
• Proactively manage risk in every business product and service transactions, leveraging available tools
• Move between multiple screens in timely manner.

• Exceeded my goals every quarter since I moved into RB roll
• Manage all cash functions within the Financial center (sole control over Atm, replenishing cash, deposit pulls, settlements and adjustments)
• Accurately and efficiently process transactions such as customer deposits and cashing of checks
• Responsible for assisting and educating customers on self-service banking options (for example, mobile, online and Atm)
• Building and deepening customer relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Open deposit accounts and sell banking products (Credit Cards, CD's, IRA's, Loan)
• Quote rates, terms and programs for loan on customer requests
• Respond to customer inquiries and concerns creating customized solutions
• Recognize and refer cross-sell opportunities
• Refer opportunities to appropriate specialist
• Ensure customer's needs are met by partnering with specialists and business partners to understand what they offer to customer's and the most effective way to generate business referrals
• Leverage available resources and technologies (such as tablets and bank by appointment) to optimize customer experience and serve our customers with operational excellence and accuracy
• Proactively manage risk in every business product and service transactions, leveraging available tools
• Move between multiple screens in timely manner.

• Coached 2 other CSR's to top market performance
• Lobby Leading to direct client's to convenient banking adoptions
• Exceeded BCR scorecard goal, average 6%, goal 3.25% Recognized as a top performer September 2017
• Managed all cash functions within financial center
• Assisted FCOM for 4 months in all sales and operating activities in financial center
• Offered products and services to client to help them achieve their financial goals
• 100% Balancing accuracy on daily basis
• Received 5 recognitions in the past year
• Accurately and efficiently process transactions such as customers deposits and cashing of checks
• Teller exceptional limit increased within 7 months of being teller
• Assist customers with inquiries and/or problem resolutions in a professional and composed manner and escalate to appropriate manager
• Work together as a team with co-workers to deliver excellent customer service.

• Controlled all inventory functions
• 25 Direct reports
• Bookkeeping
• Successfully selling and upselling of products
• Reconfigured multiple processes within business to become more efficient including reducing product cost, shipping cost, pricing and business expenses
• Successfully ran operations with limited staff while exceeding sales, operational and customer service goals
• Attended meetings and tradeshows by travelling between Canada and USA seeking more business opportunities to improve products, businesses and stuffA

• Self-sourced and maintaining, operating and manufacturing of arcade games
• Resolved client issues independently while delivering excellent customer service
• Controlled all inventory functions
• Bookkeeping
• Selling and up selling of products
• Face to face interactions with customers on a daily basis.

• Opening, closing and managing consumer and business client relationships through outbound calling, referrals and networking at community events
• Improved customer experience, further business opportunities and help drive business to better their revenue by visiting the businesses regularly
• Attending and running meetings occasionally with co-workers, management, CEO's and staff from all other branches
• Worked in all departments of the branch in the 6yrs that I worked for the corporation (teller, switchboard, back office, enquiries, consumer and small business banker)
• Top performer every quarter in role
• Coached market and sales effective tactics during weekly huddles through role playing demonstrations and asking questions
• Arranging and managing Christmas parties and other events for the region.