Open to opportunities

AGAM BEDI

@agambedi

Message

I drive banking sales, client loyalty, and high-volume service at CIBC.

Canada

Message

What I'm looking for

I'm looking to build on my banking, sales, client-service, and team-coordination experience in a role where I can grow, strengthen client relationships, and contribute to business results.

At CIBC's GTAA Airport branches, I drive banking sales and client engagement in a fast-paced international airport environment. I achieved $1.98M in annual sales against a $1.56M target and completed $40,000 CAD in foreign-exchange sales in a single day.

I've exceeded account-opening, credit-card, and foreign-exchange targets while maintaining compliant documentation and recommendations. I use CIBC systems including ECRM, ECIF, COINS, and CBFE, and help clients adopt digital banking tools and fraud-prevention practices.

Previously at Cineplex, I was promoted to Team Leader within six months and led service, sales, coaching, and operations across three teams. I also ranked first in a company-wide sales incentive challenge and earned Cast Member of the Month.

My background combines financial services, customer experience, sales, and team coordination. I hold an International Business Management education and have completed the Canadian Investment Funds Course.

Experience

Work history, roles, and key accomplishments

Current

Financial Service Representative

Current

CIBC

Sep 2023 - Present (3 years)

Achieved $1.98M in annual sales against a target of $1.56M, demonstrating superior product knowledge and client engagement. Received 'Achieved All or Most Goals' performance rating and awarded 250 Moment Maker Points multiple times over a year.

Digital Banking Foreign Exchange Sales Compliance

Cast Sales Leader

Cineplex

Dec 2022 - Aug 2024 (1 year 8 months)

Promoted to Team Leader within 6 months based on strong sales results, leadership potential, and consistent customer satisfaction. Delivered efficient service across concessions, floor operations, and Outtakes, upselling snacks and combos to boost per-guest revenue.

Cash Handling Upselling Team Leadership Customer Service Operations

Customer Service Representative

Seneca College

Sep 2022 - Apr 2023 (7 months)

Delivered excellent customer service in a fitness and recreation setting, answering member inquiries and resolving issues promptly. Maintained gym cleanliness and equipment organization while managing reception responsibilities and enforcing facility policies.

Customer Service Front Desk Operations Record keeping Excel Team Coordination

Salesperson/Staff Coordinator

Target 9 Institution

Aug 2021 - Oct 2021 (2 months)

Evaluated strategic growth opportunities and performed thorough due diligence through initiating detailed research and building models. Delivered persuasive sales presentations and demonstrations to potential walk-in customers to sell items and business services.

Sales Negotiation Due Diligence Research Customer Experience

Education

Degrees, certifications, and relevant coursework

Seneca College

Graduate Certificate, International Business Management

Grade: 3.5

Activities and societies: Finance courses and certifications: CIFC certification, Financial Accounting, International finance and banking applications. Awards: Seneca Business Principles for Responsible Management Education (PRME) in sustainable business curriculum and activities.

Pursued International Business Management at Seneca College, graduating in April 2024 with a GPA of 3.5.