Maria Luisa Baltazar

Maria Luisa Baltazar

Financial Services Representative @ CIBC

About Maria Luisa Baltazar

Maria Luisa Baltazar is a Financial Services Representative at CIBC with extensive experience in client services and banking, holding various certifications in finance and office administration.

Title

Maria Luisa Baltazar currently holds the position of Financial Services Representative at CIBC. She took on this role in 2024 and works on-site.

Previous Professional Experience

Maria Luisa Baltazar accumulated significant experience in financial services through various roles. She served as a Client Services Representative at CIBC from 2022 to 2024. Before that, she worked as a Team Member at Tim Hortons in Toronto, Ontario, from 2021 to 2022. Earlier in her career, she was a Client Service Associate at BDO Unibank in Manila, where she worked from 2016 to 2021. Additionally, Maria has experience as a Trainee at the Development Bank of the Philippines in Quezon City from 2015 to 2016.

Education and Expertise

Maria holds a Bachelor's degree in Business Administration in Financial Management from the University of the East (2012-2016). She also earned certificates in Finance and Financial Management Services from Seneca Polytechnic (2021-2022), and Office Administration from Centennial College (2022-2023). Additionally, she holds a High School Diploma from Eastern Mindoro College (2008-2012). Beyond formal education, Maria has attended various banking seminars and trainings, enhancing her skills and knowledge in the financial sector.

Certifications

Maria has obtained several certifications that underscore her expertise in the finance and office administration fields. She is a Microsoft Office Specialist, holding certifications in Excel 2019 Associate, Word 2019 Associate, and PowerPoint 2019 Associate. Additionally, she holds an IFIC certification, which demonstrates her proficiency in financial services.

Specialized Skills in Financial Services

While at BDO Unibank Inc., Maria gained experience in cross-selling bank products and managing applications for auto-loans, home-loans, and credit cards. She also introduced various investment and insurance options to customers, showcasing her ability to advise on a range of financial products.

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