Amy Osterhout
Bowmanville,ON
Summary
Results-driven banking professional experienced in mutual funds, mortgages, and loan processing, with a strong ability to deliver exceptional customer service and build lasting client relationships. Seeking opportunities for continued growth and advancement.
Overview
13
13
years of professional experience
Work History
Financial Services Officer
DUCA Financial Services Credit Union
Pickering, Ontario
05.2024 - Current
- Initialize and administer member banking and mutual fund accounts.
- Maintain certifications, including IFIC and AML compliance.
- Process loan and mortgage applications efficiently and accurately.
- Conduct client meetings to identify financial needs and sales opportunities.
- Collaborate with team members to develop and implement innovative financial solutions.
- Serve as backup Branch Manager.
- Review and audit staff transactions to maintain operational integrity.
- Act as the first point of escalation for member concerns, investigating and resolving issues before escalation to head office.
Members Service Representative
DUCA Financial Services Credit Union
Bowmanville, Ontario
06.2016 - 05.2024
- Handle member transactions while ensuring excellent customer service
- Balance and report ATM transactions
- Refer members to specialized financial services, addressing unique needs
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products
- Assisted customers with basic technical issues related to digital banking platforms
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations
- Maintained accurate records of all financial transactions
Store Manager/ Regional Training Manager
Purdy’s Chocolatier
Oshawa, Ontario
01.2012 - 12.2015
- Analysis of sales reports to identify trends and set monthly and yearly sales targets
- Lead group training and facilitation sessions resulting in a high-performing sales team
- Performance sales results-exceeded target each fiscal year
- Facilitation of trade shows and events, organization, planning, and execution.
Education
Some College (No Degree) -
Durham College
Oshawa, ONSkills
- Strategic thinking
- Leadership Skills
- Client confidentiality
- Senior leadership support
- Banking software
- Customer retention strategies
Timeline
Financial Services Officer
DUCA Financial Services Credit Union
05.2024 - Current
Members Service Representative
DUCA Financial Services Credit Union
06.2016 - 05.2024
Store Manager/ Regional Training Manager
Purdy’s Chocolatier
01.2012 - 12.2015
Some College (No Degree) -
Durham College