Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Alicia Jacobs

Regina,SK

Summary

Driven leader with a strong passion for delivering exceptional service and building a team that can be high achievers. A solutions-oriented professional, with a strong skill set, who is looking to make a difference within Thrive.

Overview

7
7
years of professional experience

Work History

Manager of Financial Services 2

Conexus Credit Union
11.2022 - Current
  • Recruiting, developing, coaching, empowering, and leading a team that includes FSR, FA1, FA2 and FA3 positions
  • Annual Performance Development and Learning & Development planning, review, assessment
  • Observational coaching; regular and timely one-on-one coaching and feedback; MPower five step communication
  • Rewarding and recognizing successes and ensuring team cultivates organization-wide recognition
  • Lead team to successfully achieve individual and team goals and targets in order to fulfill business plans
  • Provide informal and formal developmental and technical guidance to individuals, where required / where possible
  • Create and nurture a culture of reciprocity; transfer of trust between individuals and teams
  • Providing and ensuring the provision of financial services solutions and alternatives, to meet new and existing members' needs
  • Delivering and ensuring delivery of world class member service
  • Identifying and managing risks and opportunities within the Credit Union's and the member's risk appetite
  • Leveraging available technology and partners to provide and enhance the world class member experience for members
  • Living and ensuring the team is living Conexus values and competencies
  • Ensuring the team's delivery of financial service solutions and alternatives complies with policy and legislation
  • Contributing to the development of the branch business plan and executing on strategies to meet organizational goals
  • Representing the Branch Manager in leading the branch and meeting members' needs

Manager of Financial Services 1

Conexus Credit Union
04.2021 - 11.2022
  • Recruiting, developing, coaching, empowering, and leading a team that includes FSR, FA1, FA2 and FA3 positions
  • Annual Performance Development and Learning & Development planning, review, assessment
  • Observational coaching; regular and timely one-on-one coaching and feedback; MPower five step communication
  • Rewarding and recognizing successes and ensuring team cultivates organization-wide recognition
  • Lead team to successfully achieve individual and team goals and targets in order to fulfill the business plans
  • Provide informal and formal developmental and technical guidance to individuals, where required / where possible
  • Create and nurture a culture of reciprocity; transfer of trust between individuals and teams
  • Providing and ensuring the provision of financial services solutions and alternatives, to meet new and existing members' needs
  • Delivering and ensuring the delivery of world class member service
  • Identifying and managing risks and opportunities within the Credit Union's and the member's risk appetite
  • Leveraging available technology and partners to provide and enhance the world class member experience for members
  • Living and ensuring the team is living Conexus values and competencies
  • Ensuring the team's delivery of financial service solutions and alternatives complies with policy and legislation Contributing to the development of the branch business plan and executing on strategies to meet organizational goals

Financial Services Supervisor

Conexus Credit Union
10.2018 - 04.2021
  • Accountable to lead and direct a diverse front-line team of, up to 10 staff members who are responsible for assisting members with their daily banking needs
  • Lead team through coaching, mentoring, motivation, and rewards
  • Facilitate MPower meetings on a weekly bases, which include a high focus on the skills and behaviors that lead to positively affecting the Financial Wellbeing of our members
  • Inspire, motivate, and lead through weekly and monthly coaching sessions with each staff member
  • Living, and coaching to, the Conexus values and competencies
  • Maintained high level of standard in the follow through of all cash management expectations. policies, and procedures

Financial Advisor

Conexus Credit Union
05.2018 - 10.2018
  • Provide personalized world-class member service to new and existing members
  • Conducting timely and valuable conversations to proactively seek and uncover member needs and goals to help them through life transitions and cycles
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Following up on referrals to ensure member needs are met and to foster reciprocity
  • Living Conexus values and competencies
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Consistently followed compliance and policy requirements

Financial Services Representative

Conexus Credit Union
09.2016 - 05.2018
  • Provide friendly efficient service to members
  • Strive to uncover member needs in order to serve them better and positively impact their Financial Wellness, by assisting in achieving their financial goals
  • Duties include: performing transactions as requested by members, handling large cash transactions, currency orders, filing, scanning, booking appointments, and sending qualified referrals to the right financial experts in branch, as well as partners in the organization
  • Responsible for the balancing and record keeping of day to day cash management requirements.

Education

High School Diploma -

Three Lakes School
Middle Lake, SK
06.2007

Completed 3 Years Towards Bachelor of Social Work -

University of Regina
Regina, SK

Conexus Credit Union Courses

LinkedIn Learning

Skills

  • Over 15 years of experience working in member/customer facing roles
  • Positive, personable, and professional
  • 5 years leadership experience in the financial industry
  • Team Recruitment
  • Employee Performance Reviews
  • Well-organized, self-motivated individual with ability to rapidly learn new tasks
  • Track record for consistently meeting goals and delivering a high level of job performance
  • Proven ability to build and develop strong member focused employees
  • Able to work independently and in groups
  • Extremely reliable and committed to jobs
  • Dedicated to continuous learning

References


  • Natasja Barlow – Branch Manage,r Conexus Credit Union
    306-209-0680

Natasja.Barlow@conexus.ca


  • Breanna Bryski – Risk Advisory Specialist, Conexus Credit Union
    306-737-9333

Breanna.Bryski@conexus.ca


  • Dar Ruecker – Wealth Specialist, Thrive

306-780-1868

Dar.Ruecker@thrivewealth.ca


Timeline

Manager of Financial Services 2

Conexus Credit Union
11.2022 - Current

Manager of Financial Services 1

Conexus Credit Union
04.2021 - 11.2022

Financial Services Supervisor

Conexus Credit Union
10.2018 - 04.2021

Financial Advisor

Conexus Credit Union
05.2018 - 10.2018

Financial Services Representative

Conexus Credit Union
09.2016 - 05.2018

High School Diploma -

Three Lakes School

Completed 3 Years Towards Bachelor of Social Work -

University of Regina

Conexus Credit Union Courses

LinkedIn Learning

Similar Profiles

CREATE PROFILE
Alicia Jacobs