Customer-oriented retail professional well-versed in driving sales, building customer loyalty, and providing exceptional customer service. Skilled at identifying customer needs and offering appropriate solutions. Proven track record of consistently meeting and exceeding sales goals and delivering customer satisfaction.
Overview
9
9
years of professional experience
Work History
Member Solutions Associate
Tandia Financial Credit Union
Ancaster, Ontario
04.2024 - Current
Built relationships with customers by providing friendly customer service.
Verified amounts and integrity of every check or funds transfer.
Maintained confidentiality of bank records and client information.
Educated customers about different types of banking services available at the branch.
Resolved problems or discrepancies concerning customers' accounts.
Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Worked with cross-functional teams to achieve goals.
Lending Specialist
FAIRSTONE FINANCIAL INC
Hamilton, Canada
05.2022 - 03.2024
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Responded quickly to meet customer needs and resolve problems
Committed to delivering excellent customer service while working in a fast-paced environment
Focused on learning new skills and staying updated with industry changes
Participated in ongoing training to enhance own job skills and knowledge
Evaluated the creditworthiness of applicants using various tools such as FICO scores, debt-to-income ratios
Store Manager
A&W RESTAURANTS
Stoney Creek, Canada
07.2016 - 04.2022
Oversaw day-to-day store operations to foster efficient and profitable operations
Managed inventory levels by ordering stock as needed, tracking sales trends, and adjusting orders accordingly
Tracked store inventory and ordered new products to prevent shortages
Coordinated employee schedules according to availability and made staffing adjustments to cover shifts
Reviewed financial statements, sales reports, and other performance data to measure productivity
Facilitated open communication between departments to improve collaboration among teams
Tax Preparer
ACCTAX CANADA
Hamilton, Canada
01.2018 - 04.2018
Provided excellent customer service by responding promptly to customer inquiries, addressing complaints and resolving issues in a timely manner
Analyzed customer profiles to assess their eligibility for loans and proposed appropriate products
Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Advised customers on the best loan options based on their individual needs, budget and credit history
Educated clients on the features, benefits and risks of different loan products available
Utilized tax preparation software to accurately prepare tax returns
Provided taxpayers with information and advice to complete tax forms