1. Pam Shettler
42 Luscombe Street, Hamilton, ON L9A 2J8 (289) 244-6988
mumluvs13@gmail.com
OBJECTIVE
I am looking to obtain a position in Assistant Branch Manager. I have over 20+ years’ experience
in the financial sector and would like to showcase my extensive knowledge and skills with your
organization. I am a dependable and dedicated individual, and I am focused on providing
outstanding customer service. I strive for excellence in all aspects of my personal and
professional life and am confident that I would be an excellent addition to your organization.
KEY SKILLS
Outstanding customer service skills with an emphasis on building customer relationships
Excellent communication skills both written and verbal
Extensive knowledge of Personal and Small Business banking products
Possess mutual fund license
Ability to work cohesively in a team environment
Exceptional time management and organization
EDUCATION
McMaster University, Hamilton, ON – Accounting, Economics, Communications courses – 1994
St. Lawrence College, Kingston, ON—Legal Assistant Diploma – 1990
EXPERIENCE
CANADIAN IMPERIAL BANK OF COMMERCE (CIBC)
Financial Service Associate, Hamilton, ON 2009 – Present
 Provide support to the Financial Advisors by assisting them with servicing the financial
needs of their clients
 Prepare documentation for client meetings
 Liaise with business partners regarding credit approvals and other banking products
 Review client portfolios and recommend opportunities for reaching client goals
Financial Sales Representative, Hamilton, ON 2005 – 2009
 Promoted banking products and services to meet client needs
 Maintained sales targets to increase branch profitability
 Built a successful client portfolio by developing trusting client relationships
Routine & Administration Support Agent, Toronto, ON 2000 – 2005
 Supported the branch staff in all aspects of products, procedures and technical help
 Provided point-of-contact support in the event of a branch robbery
 Documented each call in a standardized format through various problem-tracking
systems

2. Pam Shettler
Page 2
REFERENCES
Personal Banking Representative, Hamilton, ON 1995 – 2000
 Recognized customer banking needs and recommended suitable products and services
 Responded to customer queries and concerns in a professional manner
 Maintained up-to-date knowledge on products and services
 Identified and contacted new customers, retained existing customers to achieve
individual and team sales goals
Student Loans Clerk/Administration, Hamilton, ON 1994 – 1995
 Processed loan applications in an accurate and timely manner
 Provided support on all aspects of student loan borrowing
 Liaised with credit adjudicators to expedite applications
 Established repayment and collection of outstanding loan balances
Customer Service Representative, Kingston, ON 1990 - 1994
 Quickly and accurately processed client transactions
 Promoted banking products based on client need
 Took appropriate steps to resolve any client issues
 Available upon request