Summary
Overview
Work History
Education
Skills
Timeline
Generic

Allison Joseph

Sparta

Summary

Dynamic professional with extensive experience in finance and education. Proven high level skills in communication, customer service, learning and teaching new programs and best practices, collaborative work and learning, and problem solving.

Overview

11
11
years of professional experience

Work History

Customer Service Representative

CIBC
06.2024 - Current
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Assisted customers in navigating company website and using online banking app, improving overall user experience.

Occasional Teacher

Thames Valley District School Board
11.2022 - Current

Daily teaching work in elementary and secondary classrooms

  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
  • Enhanced classroom engagement through the use of interactive teaching methods, such as cross-curricular and hands-on activities.
  • Continuously pursued professional development opportunities such as workshops or conferences to stay current in educational trends.

Financial Services Representative

CIBC
08.2023 - 05.2024
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability.

Mortgage Advisor

CIBC
05.2019 - 07.2023
  • Monitored economic trends and market conditions to provide accurate insights into potential shifts affecting mortgage rates and lending opportunities.
  • Ensured compliance with all regulatory requirements throughout each step of the mortgage application process, protecting both clients and the company from potential legal issues.
  • Boosted customer satisfaction by providing personalized advice and guiding clients through the mortgage application process.
  • Conducted thorough risk assessments on potential borrowers, safeguarding the company's financial interests while providing appropriate financing options.
  • Collaborated closely with colleagues to share best practices, resulting in improved overall team performance metrics.
  • Educated first-time homebuyers about available financing options and guided them through each stage of the mortgage application process.

Financial Services Representative

CIBC
02.2016 - 04.2019
  • Consistently in the top performance tier of our district
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Assessed credit applications accurately by analyzing applicants' financial history, income stability, and repayment capability.

Law Clerk

Wayne Eitel Law Office
01.2014 - 01.2016
  • Demonstrated exceptional attention to detail when reviewing contracts, leases, and agreements for accuracy and compliance with applicable laws.
  • Managed administrative duties such as filing documents, scheduling meetings and tracking case statuses.
  • Assisted attorneys with case organization and administrative tasks.
  • Managed complex files, prioritizing tasks to ensure timely completion of all assignments.
  • Revised and finalized letters, briefs, and memos.

Education

Master of Arts - History

University of North Carolina At Charlotte
Charlotte, NC

Bachelor of Arts - Education

University of Western Ontario
London, ON

Bachelor of Arts - History And Political Science

University of Guelph
Guelph, ON

Skills

  • Customer service
  • Critical thinking
  • Relationship building
  • Differentiated instruction
  • Collaborative learning
  • Small group instruction
  • Learning strategies
  • Classroom technology
  • Mortgage plan advising
  • Financial planning
  • Problem-solving
  • Excellent communication

Timeline

Customer Service Representative

CIBC
06.2024 - Current

Financial Services Representative

CIBC
08.2023 - 05.2024

Occasional Teacher

Thames Valley District School Board
11.2022 - Current

Mortgage Advisor

CIBC
05.2019 - 07.2023

Financial Services Representative

CIBC
02.2016 - 04.2019

Law Clerk

Wayne Eitel Law Office
01.2014 - 01.2016

Master of Arts - History

University of North Carolina At Charlotte

Bachelor of Arts - Education

University of Western Ontario

Bachelor of Arts - History And Political Science

University of Guelph
Allison Joseph