Open To Work
ANDREA CONNORS
ST. CROIX,NS
Summary
Engagement specialist with over 25 years of experience in driving satisfaction and retention through personalized service and innovative solutions. Demonstrates strong skills in team leadership, conflict resolution, and process improvement, fostering cross-functional relationships to enhance customer experience. Committed to leveraging expertise in financial guidance and customer retention to achieve organizational success and member trust.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
25
25
years of professional experience
Work History
Certified Executor Advisor
Self-employed
09.2025 - Current
- Advised clients on strategic initiatives.
- Developed comprehensive action plans.
- Analyzed market trends.
Member Engagement Specialist II
Victory Credit Union Limited Mosaik Credit Union
08.2014 - 09.2025
- Drive member satisfaction through personalized service, innovative solutions, and proactive engagement, resulting in substantial growth in member retention rates.
- Foster strong relationships with cross-functional teams to enhance member experience, streamline processes, and develop targeted engagement strategies.
- Provide expert guidance on financial products, educate members on services, and resolve complex issues, ensuring optimal member satisfaction and trust.
- Led team in resolving customer inquiries, enhancing service delivery and satisfaction.
- Trained new representatives on policies, procedures, and effective communication techniques.
- Oversaw daily operations, ensuring adherence to company standards and protocols for customer interactions.
- Managed escalated customer issues, ensuring swift resolution and maintaining positive relationships with clients.
- Fostered a positive work environment that encouraged collaboration and teamwork among employees.
- Served as a liaison between management and staff, effectively communicating updates on company policies and procedures.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Resolved escalated customer service inquiries and complaints to maintain satisfaction.
- Built positive rapport and relationships for high levels of customer satisfaction.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
Education
Certified Executor Advisor - Estates, Insurances, Finance, Investments
CSI
Nova Scotia08-2025
Business Management
University of California-Berkeley
Online03-2024
Retail Business and Merchandising
NSCC
Windsor, NS06.1992
Skills
- Team Leadership, Conflict Resolution, Customer Retention, Process Improvement
- Time management
- Critical thinking
- Relationship building
- Conflict resolution
- Decision-making
- Compliance requirements
- Client relationship management
- Regulatory compliance
- Empathy and understanding
- Solution-oriented approach
- Teamwork and collaboration
Languages
English
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteRemoteHybridSalary Range
$49000/yr - $87000/yrTimeline
Certified Executor Advisor
Self-employed
09.2025 - Current
Member Engagement Specialist II
Victory Credit Union Limited Mosaik Credit Union
08.2014 - 09.2025
Retail Business and Merchandising
NSCC
Certified Executor Advisor - Estates, Insurances, Finance, Investments
CSI
Business Management
University of California-Berkeley