Selmor Reid
Sales & Relationship Management Professional
North York,ON
Summary
A ScrumMaster certified leader with over 13 years of experience in the Financial Services industry championing service issues and providing solutions to achieve financial goals. Project management trained in waterfall and agile theory - can collaborate with stakeholders to lead project initiatives.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
1
1
Certificate
Work History
Business and Strategy Analyst
Scotiabank
Toronto, ON
09.2021 - Current
- Conduct and coordinate financial, product, market, operational, and related research to support strategic and business planning
- Complete data analytics and elicitation to build competitive analysis repository to develop market strategy
- Provide support in the elaboration of business strategy and increase cross-business collaboration
Customer Experience Associate
TD Canada Trust
Toronto, ON
06.2022 - 08.2022
- Processed financial transactions as per standardized operating procedures
- Determined customer needs and recommended banking solutions
- Achieved assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner
Personal Banker
NCB Financial Group
Kingston, ON
03.2015 - 08.2021
- Networked to increase client base and encourage existing clients to expand financial portfolios. Managed and grew a portfolio of premium banking customers by 40%.
- Lead sales initiatives to drive branch performance
- Tracked sales metrics and pipeline development through Microsoft Dynamics CRM
- Developed marketing plans to exceed monthly sales targets in loans (> 2M CAD), credit cards, and deposits. Consistently exceeded 100% for two quarters and became a member of the high-performance Diamond Club
Financial Advisor
NCB Financial Group
Kingston
10.2014 - 03.2015
- Engaged new and existing customers to deliver new loan, credit card, and deposit banking products
- Developed strategies to achieve set sales targets for loans, credit cards, and deposits
- Facilitated presentation and recommendation of services by optimizing client relationships
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
Direct Sales Agent
NCB Financial Group
Kingston
09.2010 - 10.2014
- Supported branch network with sales support to grow card, deposit, and lending
- Acted as brand ambassador at trade shows
- Achieved over 100% of annual sales and referral targets and was appointed Direct Sales Agent of the Year 2011 and Top Deposit and Credit Card Performance 2011
Teller
NCB Financial Group
Morant Bay
08.2008 - 09.2010
- Provided excellent customer service and provided relief in a Senior Teller capacity.
- Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, and customer inquiries
- Used Microsoft Excel to create a Coin Exchange Fee Calculator
Education
Postgraduate Certificate - Advanced Project Management & Strategic Leadership
Lambton College of Applied Arts And Technology
Toronto 05.2021 - Current
BBA - Finance & International Business
The University of Technology, Jamaica
Kingston 08.2003 - 05.2007
Skills
Sales Management: Expert in sales techniques and business development
Business Analysis: Market research and analyzing data to determine key insights
Relationship Management: Advanced customer service skills with the ability to build relationships with internal and external stakeholders
Technical: Proficient in MS Office, Dynamics CRM, PowerBI, SaaS solutions
Certification
Certified ScrumMaster, ScrumAlliance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every day of our lives we are on the verge of making those changes that would make all the difference.
Mignon McLaughlin
Timeline
Customer Experience Associate
TD Canada Trust
06.2022 - 08.2022
Business and Strategy Analyst
Scotiabank
09.2021 - Current
Postgraduate Certificate - Advanced Project Management & Strategic Leadership
Lambton College of Applied Arts And Technology
05.2021 - Current
Certified ScrumMaster, ScrumAlliance
05-2018
Personal Banker
NCB Financial Group
03.2015 - 08.2021
Financial Advisor
NCB Financial Group
10.2014 - 03.2015
Direct Sales Agent
NCB Financial Group
09.2010 - 10.2014
Teller
NCB Financial Group
08.2008 - 09.2010
BBA - Finance & International Business
The University of Technology, Jamaica
08.2003 - 05.2007