Jerick Fernandez

Jerick Fernandez

Manager, Client Advice @ CIBC

About Jerick Fernandez

Jerick Fernandez is the Manager of Client Advice at CIBC, with extensive experience in various roles within the company since 2003.

Current Title and Role at CIBC

Jerick Fernandez is currently employed as the Manager of Client Advice at CIBC. In this role since 2015, he has focused on guiding and advising clients to meet their financial goals. His primary responsibilities include offering tailored financial advice, developing client-centric service strategies, and ensuring client satisfaction within his team. His experience spans almost two decades at CIBC.

Previous Roles at CIBC

Before his current position, Jerick Fernandez held various roles at CIBC. From 2008 to 2015, he served as a Branch Manager in the Toronto, Canada area. Earlier, he was a Financial Services Representative from 2004 to 2008, and a Customer Service Representative from 2003 to 2004. Each role contributed to his extensive understanding of the financial services industry and client relationship management.

Coaching Strategy Implementation

In his tenure at CIBC, Jerick Fernandez implemented a coaching strategy that significantly improved the performance of the sales team. His innovative approach led to enhanced productivity and better sales outcomes by focusing on team strengths and addressing individual areas for improvement. This strategy played a crucial role in the overall success of the sales team.

Enhancement of Client Loyalty

Jerick Fernandez has been instrumental in fostering client loyalty at CIBC. He played a key role in developing a client-centric service environment that emphasizes the importance of understanding and meeting client needs. His efforts have contributed to strengthening client relationships and ensuring long-term satisfaction and retention.

Collaboration to Enhance Financial Representatives' Skills

In his role, Jerick Fernandez has also collaborated with various partners to enhance the skill set and confidence of financial service representatives. By working closely with team members, he has contributed to their professional growth and ability to provide high-quality service to clients. His collaboration efforts have resulted in a more knowledgeable and capable team.

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