Financial Service Representative (Experience & Strengths):
- Senior Account Manager/Acting Branch Manager in Managers Absence
RBC Financial Group - (••••• •••••);
- Account Manager ATB Financial ••••• Years (••••• ••••• &
••••• •••••) respectively;
- Respond to clients initial requests, identify needs and meet the immediate basic requests
for both personal and small business loans and accounts;
- Accurately capture and validate clients personal and financial information ensuring all documentation is in accordance with financial institutions policies and procedures;
- Make referrals to other colleagues when appropriate to effectively build the book of business;
- Proactively call existing clients to maintain relationship and needs are met;
- Proactively call leads and referrals in order to continue building book of business.
- Results oriented, teamwork and goal driven;
- Excellent communicator with clients and staff;
- Thorough, precise, meticulous with a strong understanding of policies and procedures of the specific Financial Institution;
- Committed to building and retaining the book of business in all departments of banking by maintaining existing client relations, following up on leads and referrals;
- Exceptional work ethic and ability to quickly absorb and apply new implementations.
Previous Courses & Diplomas Held:
- Investment Funds in Canada ( IFIC);
- Lending/Banking Program Certificates;
- Completed via correspondence Personal Financial Planning Courses (Insurance & Risk Management, Advanced Finance, Legal Aspects, Personal Financial Planning;
- Home and Auto Insurance License;
- Realtors License - Current member of AREA, RECA, CREA & Edmonton Real Estate Board.
- Alberta College Legal Secretarial Diploma;
- Grade twelve (•••••) graduate diploma;
- Numerous sales and product knowledge relating to retail and business banking;
- Representative for bank, realtor and insurance seminars.
- Muller Realty Ltd. (Westlock, AB.) November, ••••• July, •••••;
- Realtor: V Realty Ltd. (Bonnyville, AB.) November ••••• - October ••••• ;
- RBC Financial Group (Bonnyville, AB.) December, ••••• August, •••••;
- ATB Financial (Bonnyville, AB.) April, ••••• November, ••••• & January, ••••• April, ••••• respectively;
- Choquet Insurance Group ( The Co-Operators) (Bonnyville, AB.) March, ••••• April, •••••
- Carol Vasseur: RBC Financial Group, Branch Manager, Bonnyville, AB.
- Gilles Choquet: Choquet Insurance Group Ltd. (The Co-Operators), Bonnyville, AB.
- John Wiebe: Wood & Wiebe, Barristers & Solicitors (Bonnyville, AB.
Current Security/Criminal Record Check Obtained and Available