Sue Mallard

Sue Mallard

Financial Services Associate @ CIBC

About Sue Mallard

Sue Mallard is a Financial Services Associate at CIBC in Barrie, Ontario, with over 35 years of experience in the financial services industry.

Current Title and Role

Sue Mallard holds the position of Financial Services Associate at CIBC. In this role, she focuses on providing exceptional customer service and service-oriented follow-ups. Her responsibilities include preparing files and making outbound phone calls, as well as ensuring the timely completion of all client requests. She also advises clients on the status of their requests, maintaining a consistent and reliable line of communication with them.

Professional Experience

Sue Mallard has amassed over 35 years of experience in the financial services industry. Her career has been marked by a steadfast commitment to delivering outstanding client service. She is noted for her ability to manage administrative duties efficiently, including file preparation and outbound communications. Her extensive experience equips her to handle a wide range of client needs effectively and professionally.

Education Background

Sue Mallard studied at Barrie North Collegiate from 1982 to 1987, completing a five-year educational program. This foundation has supported her long-standing career in financial services, providing her with the knowledge and skills necessary to excel in the industry.

Industry Expertise

Sue Mallard specializes in customer service within the financial services sector. Her expertise lies in ensuring that client interactions are smooth, informative, and satisfying. She is adept at handling client inquiries, providing updates, and ensuring that all client requests are managed promptly and accurately. Her role requires a meticulous approach to documentation and communication, which she consistently delivers.

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