Tracey Copfer
About Tracey Copfer
Tracey Copfer is a Financial Services Representative at CIBC in Niagara Falls, Ontario, Canada, known for her commitment to ethics and personalized financial advising.
Title
Tracey Copfer is a Financial Services Representative at CIBC, based in Niagara Falls, Ontario, Canada. She has been in this role since 2015.
Company Background
Tracey has been a valuable member of CIBC since 2011. Initially joining as a Customer Service Representative, she transitioned to her current role of Financial Services Representative in 2015. Her work focuses on supporting the operations of the banking centre and ensuring smooth day-to-day activities.
Previous Work Experience
Before joining CIBC, Tracey worked as an Assistant Manager at retail companies. She worked at Esprit from 2007 to 2011 and at Levi's outlet from 2000 to 2007. These roles provided her with extensive experience in management and customer service.
Education and Certifications
Tracey studied at Niagara College, achieving a certificate in General Arts and Science from 2001 to 2003. Additionally, she completed her Mutual Funds certification at IFSE Institute in 1970.
Professional Skills and Attributes
Tracey is known for her strong commitment to ethics and morals, which guide her professional interactions and decisions. She creates a comfortable and stress-free environment for clients during financial consultations. Her passion for personalized financial advising and her ability to tailor strategies to meet individual client goals stand out. She actively supports her coworkers, assisting with their tasks and responsibilities when needed.