ALANE BROWN
Calgary,AB
Summary
Dedicated administrative professional / customer service representative with successful experience in fast-paced office settings, bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills with call centre experience. Employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.Hardworking team player with expertise in completing various clerical tasks and offering staff support.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Servus Credit Union
05.2024 - Current
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Sales Associate
Anthony Jewellers
08.2018 - 12.2024
- Strengthened client relationships through consistent follow-up communication and efficient problem resolution.
- Increased repeat business by cultivating strong rapport with customers and offering tailored advice on product selection.
- Conducted regular audits of displayed items, maintaining an accurate representation of available products for clientele.
- Minimized loss due to theft or damage by implementing strict security measures throughout the showroom floor area.
Loans Solutions Consultant
Fairstone Bank
02.2022 - 05.2024
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Maintained up-to-date knowledge of industry regulations and compliance standards, ensuring accurate and legally compliant lending practices.
- Enhanced loan application approval rates by conducting thorough credit analyses and evaluating borrower's financial status.
- Maintained a well-functioning filing system, conducting periodic audits to identify areas for improvement or discrepancies that required resolution.
Customer Service Representative
Money Mart Financial Services
11.2021 - 02.2022
- Processed cash, check, and credit card payment transactions
- Processed loan applications and financial transactions following company procedures
- Maintained records of accounts.
Customer Account Specialist
Shaw
07.2021 - 11.2021
- Managed high-volume of inbound customer call and maintained high-quality service standards for all inbound calls, ensuring prompt and accurate assistance.
- Handled escalated customer service concerns to preserve revenue streams from key customers
- Kept up-to-date with company products, services, policies, and regulations to provide accurate information to callers at all times.
- Maintained strict adherence to data protection regulations when handling customer information, ensuring confidentiality and security at all times.
Receptionist/Administrative Assistant
Great News Media
02.2021 - 07.2021
- Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules
- Entered data in Quick books software to keep records of payment on accounts receivables information
- Sorted incoming mail and directed to correct personnel each day
- Prepared packages for shipment by generating packing slips and setting up courier deliveries
Guest Relation And Customer Service Representative
Calgary Zoo
05.2018 - 08.2018
- Handled all cash transactions used a cash register and, a point of sale computer system for transactions
- Counting out large amounts of coins and paper money
- Coordinate and manage communication between guests and staff and follow up to ensure all customer concerns are resolve.
- Handled payment transactions accurately, maintaining proper cash handling procedures at all times.
Education
Business Administration Diploma - Accounting
Bow Valley College
Calgary, AB09.2020
Skills
- Document management/Data entry
- Recordkeeping and bookkeeping
- Microsoft Office Specialist Certified
- QuickBooks
- Quality assurance controls
- Debt and credit management
- Cash Handling
- Customer Experience Management
- Call Center Strategy
- Administration and Reporting
Languages
English
Certification
- Commissioner For Oaths
- First Aid and CPR certified
Timeline
Financial Advisor
Servus Credit Union
05.2024 - Current
Loans Solutions Consultant
Fairstone Bank
02.2022 - 05.2024
Customer Service Representative
Money Mart Financial Services
11.2021 - 02.2022
Customer Account Specialist
Shaw
07.2021 - 11.2021
Receptionist/Administrative Assistant
Great News Media
02.2021 - 07.2021
Sales Associate
Anthony Jewellers
08.2018 - 12.2024
Guest Relation And Customer Service Representative
Calgary Zoo
05.2018 - 08.2018
Business Administration Diploma - Accounting
Bow Valley College