Rumana Akhter
Glens Falls
Summary
Dynamic sales professional with a proven track record at Canadian Imperial Bank of Commerce, excelling in client relationship management and achieving top sales performance. Expert in Salesforce CRM and workforce planning, consistently exceeding sales targets. Skilled in building client relationships and leading teams to success, recognized for exceptional client experience and top performance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Business Development Representative
4 Pillar Funding
Saratoga Springs, NY
01.2026 - Current
- Exceeded call quota, contributing to revenue growth and expanding client base.
- Identified and engaged nationwide prospects to tailor business lending options to client needs.
- Cultivated client relationships through strategic communication and targeted outreach.
Manager Client Advice
Canadian Imperial Bank of Commerce
Vancouver, BC
05.2024 - 04.2025
- Exceeded sales targets and enhanced client satisfaction rating from 75% to 88% in less than 6 months.
- Achieved top 100 leader board status for 10 consecutive months by consistently receiving exceptional client experience survey scores.
- Managed team of 13 banking professionals, training in customer service, sales, compliance, and banking operations to enhance performance and mitigate loss.
Associate Financial Advisor
Canadian Imperial Bank of Commerce
Vancouver, BC
05.2022 - 04.2024
- Advised clients on comprehensive financial planning including cash management, retirement planning, lending, investment, estate planning, and wealth protection to enhance financial security.
- Achieved top 5% nationally for money-in/investments in 2023, reflecting strong client trust and commitment.
- Assisted clients in developing financial goals and investment strategies.
Residential Mortgage Underwriter
Open Doors Mortgage Team
Surrey, BC
12.2021 - 04.2022
- Reviewed documentation to support credit applications, ensuring compliance with risk parameters and guidelines.
- Evaluated mortgage applications for compliance with guidelines and regulations.
- Analyzed credit reports to assess borrower risk and financial stability.
Residential Mortgage Underwriter
First National Financial LP
Vancouver, BC
08.2021 - 09.2021
- Adjudicated mortgage applications within established authority limits while ensuring adherence to policies.
- Managed high work volumes to meet deadlines with high level of quality and due diligence.
Mortgage Underwriter
Canadian Imperial Bank of Commerce
Vancouver, BC
11.2020 - 08.2021
- Reviewed, processed, negotiated, and approved or declined residential mortgage applications in a timely and effective manner.
- Demonstrated sound credit judgment with knowledge of legislation regarding risk related mortgage laws.
Financial Services Representative II
Canadian Imperial Bank of Commerce
Vancouver, BC
09.2019 - 10.2020
- Provided exceptional client experience for existing and new clients by “needs identification” through CIBC financial tools.
- Demonstrated proficiency by being in the top 100 leader board scale for more than 7 months in a row.
Financial Services Representative
Canadian Imperial Bank of Commerce
Halifax, NS
09.2016 - 08.2019
- Met sales and productivity targets by remaining in the top 5 in the whole line of business.
- Provided superior client experience by continuously exceeding client’s expectations, building loyalty and growing the business proven through achieving various awards e.g. “Award of excellence 2018”, “Top Net Promoter 2018”, and “Excellence award for balanced Performance 2019”.
Education
Bachelor of Commerce - Accounting, Minor in Psychology
Saint Mary’s University
Canada09-2016
Skills
- Sales Strategy
- Salesforce CRM
- CRM Software
- Data analysis
- Tableau data visualization
- Vendor Management
- Microsoft 365 suite
Certification
- Mutual Fund Dealer Certified (MFDA)
- Licensed NY Life and Accident & Health Agent
Timeline
Business Development Representative
4 Pillar Funding
01.2026 - Current
Manager Client Advice
Canadian Imperial Bank of Commerce
05.2024 - 04.2025
Associate Financial Advisor
Canadian Imperial Bank of Commerce
05.2022 - 04.2024
Residential Mortgage Underwriter
Open Doors Mortgage Team
12.2021 - 04.2022
Residential Mortgage Underwriter
First National Financial LP
08.2021 - 09.2021
Mortgage Underwriter
Canadian Imperial Bank of Commerce
11.2020 - 08.2021
Financial Services Representative II
Canadian Imperial Bank of Commerce
09.2019 - 10.2020
Financial Services Representative
Canadian Imperial Bank of Commerce
09.2016 - 08.2019
Bachelor of Commerce - Accounting, Minor in Psychology
Saint Mary’s University