Summary
Overview
Work History
Education
Skills
Websites
Extracurriculars
Basketball
Timeline
Generic

Mark Felobos

Mississauga

Summary

I am an experienced sales representative with a proven track record of success in developing new business and increasing sales. Highly dependable candidate that is successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. In addition I can confidently say that i am a hardworking and passionate job seeker with strong organizational skills eager to secure a Tech Sales role

Overview

7
7
years of professional experience

Work History

Senior Investment Specialist

TD bank
07.2021 - Current
  • Was able to use Salseforce in my day to day client relationship management in order to develop personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Use Salesfroce as a form of tracking emails and calls made out to clients on a daily basis. This process helped manage pipeline effectiveness when it came to closed with sale and meetings booked for the week
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Facilitated new client onboarding process and investment account setup.
  • Trained and mentored junior Investment specialist and support staff to generate ideas, share knowledge and grow channel.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

Senior Personal Banker

Alterna Savings
12.2020 - 07.2021
  • Proactive approach in discovering member needs whether it pertains to investments or borrowing Deep understanding in market objectives when it comes to the stocks and mortgages Focus on Interest rate effects in regards to personal and commercial real estate as well as life cycles when it comes to members investments that are exposed to the stock market Taxation understanding towards RRSP and TFSA as well as first time home buyers incentives
  • Attain new business through cold calling and relationship building. Was able to build our Investment book and credit book by 1.5M$ a month
  • Contribute to the overall success of the branch while enhancing cross sell systems Identifies external opportunities to build and develop business within the community and lead the branch in campaigns and business development activities to optimize results and acquire new Members to the branch and portfolio
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Open new accounts and through the process, identify additional Member needs, promoting the appropriate solution to meet these needs
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Utilized customer relationship management software to provide accurate and complete customer service.

Senior Financial Advisor

The Bank of Nova Scotia
04.2019 - 12.2020
  • Customer-centric and able to connect with customers in a relatable way
  • Facilitated new client onboarding process and investment account setup.
  • As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
  • Focus on Investments and giving tip top advice on how to handle market volatility Focus on borrowing needs in regards to Mortgages and Lines of credits
  • Assisted clients with financial planning to meet financial goals.
  • Crafted suitable financial strategy for each client based upon his or her needs and future goals.
  • Asking open-ended questions to recommend the best borrowing/investment product
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Sr. Lending Service Officer

The Bank of Nova Scotia
12.2018 - 04.2019
  • Participate as an active partner, and initiates changes by working with stakeholders and business lines to resolve issues, remove roadblocks, reduce costs and improve services Responsible for monitoring of accounts and loans to ensure balance and payments are up to date
  • Maintains up-to-date knowledge and understanding of relevant products, processes and policies, including completing internal training, and reviewing appropriate news items and publications
  • Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Scotiabank Code of Conduct
  • Analyze situations and present sound recommendations and decisions to overcome any obstacles and escalating if required, while Facilitating decision making processes by providing timely, meaningful and easily available data.
  • Maintained accurate records and full compliance with government regulations and agency guidelines.
  • Initiated contact with appropriate service providers to request referrals and followed up to confirm appointments.

CSR

The Bank of Nova Scotia
11.2017 - 11.2018
  • Contribute to the overall success of the branch by meeting negotiated Service Excellence Activity goals while adhering to Bank security, operational and compliance procedures and policies
  • Goals include service excellence activities, along with other objectives related to customer service standards, teamwork and personal development
  • More specifically, I am responsible for meeting customers’ day to day transactional needs, resolving their service and maintenance related inquiries and directing sales opportunities to the appropriate sales officer and financial advisors
  • Responsible for contributing to the provision of human, straightforward and knowledgeable service through my daily interactions to foster a relationship of mutual trust and confidence with customers and other team members.

Marketing Intern

DLL Financial Partners Solutions
05.2017 - 09.2017
  • Gathered information on potential companies using multiple mining tools such as D&B Hoovers and CECA, as well as cold calls in order to generate leads for future or current opportunities that DLL may provide for them in terms of financing
  • Company mining gave me insights on a broad spectrum regarding the financial world and how marketing/communications has an impact towards onboarding and an increase in new business volume Used Excel to sort all data gathered from external and internal sources, as well as using actions Was in charge of shipping DLL merchandise to our Sales Reps in different provinces whenever they were meeting with potential DLL clients, as well as staying in contact and keeping updates Assisted with the Social committee and contacted several vendors for DLL’s games day, in which team building activities took place as well as group cohesiveness Got insight on how to use Photoshop and Adobe InDesign while following company margins (color, information advertised, images) while using Narrowcast.

Education

Honors Bachelor of Commerce - Applied Statistics in BusinessFinanceCalculusAccountingHuman Resource Management

DeGroote School Of Business, McMaster University
06.2019

Skills

  • Asset Allocation
  • Investment strategies
  • Technical Analysis
  • Negotiation
  • Objection handling
  • Client Relations
  • Pipeline Management
  • Sales expertise
  • Product Knowledge
  • Business Development
  • Sales and Marketing
  • Market Analysis
  • Risk Assessment
  • Lead Generation
  • Account Performance Reviews

Websites

Extracurriculars

  • Basketball Coordinator and Commissioner of STM H.S Basketball League, 09/2017-09/2019.

Interviewed coaches for 4 basketball teams, a total of 2 coaches per team, Obtained contact with referees in order to set a schedule for the upcoming league games, Designated 2 gym key holders that would be in charge of opening the gym and closing the gym prior to game times, Manage all of the finances and operational activities, Partially assisted with Advertising for the League in which the result generate Approx. 50-60 participants annually, Attend every game to ensure order and compliance with coaches, referees, players and fans.

  • DeGroote Marketing Association, General Member, 09/2016, 04/2018.

Obtained insight into the world of marketing by expanding on prior knowledge and applying the sales mix and the 4 p’s of marketing into case study’s. Spoke with industry professionals on how currents marketers are leveraging social media tools to increase customer engagement and improve marketing campaigns., Was aware of marketing techniques and strategies around me due to prior knowledge from taking marketing courses while reflecting back on new information.

Basketball

Basketball has been a very important part of my life for the past 20 years> it has allowed me to express who I am through competitiveness while keeping a healthy lifestyle. I play basketball 4 times a week and its essentially where I find my peace

Timeline

Senior Investment Specialist

TD bank
07.2021 - Current

Senior Personal Banker

Alterna Savings
12.2020 - 07.2021

Senior Financial Advisor

The Bank of Nova Scotia
04.2019 - 12.2020

Sr. Lending Service Officer

The Bank of Nova Scotia
12.2018 - 04.2019

CSR

The Bank of Nova Scotia
11.2017 - 11.2018

Marketing Intern

DLL Financial Partners Solutions
05.2017 - 09.2017

Honors Bachelor of Commerce - Applied Statistics in BusinessFinanceCalculusAccountingHuman Resource Management

DeGroote School Of Business, McMaster University

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