Louise Evans
About Louise Evans
Louise Evans is a Financial Service Associate at CIBC in Toronto, Ontario, Canada, managing a portfolio of 300 households and providing comprehensive financial services.
Title
Louise Evans holds the position of Financial Service Associate at CIBC. She has been serving in this role since 2009, demonstrating a long-standing commitment to the financial sector in Toronto, Ontario, Canada.
Work Experience at CIBC
Louise Evans has an extensive career at CIBC, beginning in 1990 where she served as a Customer Service representative for 13 years. She then took on the role of Client Service Manager from 2007 to 2009. In 2009, she stepped into her current role as a Financial Service Associate. Her long tenure at CIBC has equipped her with a deep understanding of financial services and customer management.
Responsibilities as a Financial Service Associate
As a Financial Service Associate, Louise Evans manages a portfolio consisting of 300 households. She ensures regular, personalized contact with each client, maintaining communications on an annual, quarterly, or monthly basis. Her responsibilities extend to managing risk and compliance across all areas of her portfolio, providing a vigilant oversight to safeguard client interests.
Financial Services Expertise
Louise Evans specializes in delivering comprehensive financial services. Her role encompasses mortgage applications, personal lines of credit, loans, and bank accounts. This broad range of services highlights her capability to address diverse financial needs and facilitate client access to necessary financial products.