Anisha Dupuis
Edmonton
Summary
I'm seeking employment in a client or customer service based industry.
Overview
10
10
years of professional experience
Work History
Sales Associate
Michael Hill Jewellers
10.2024 - Current
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Provide accurate information of the products prices, and services
- Place special orders, or call other stores to find desired items
- Adopted sales strategies based on customer, interactions, and feedback to improve results
- Upsold additional items based on customer interest and needs
- Recommended selected, and located merchandise based on customers desires
- Attended weekly meetings to review performance, goals, and objectives
- Assisted teammates with sales processingal and tasks to meet daily sales goals
- Involved in inventory count days
- Sent to and receive repairs
- Maintained knowledge of sales and promotions return policies and security practises
- Understanding of aspects of sales to reach sales targets
- Understanding of GP when giving discounts
- Able to provide knowledge of the value on PCP and diamond warranty
- Able to show customers the value in Michael Hill products
Financial Advisor Associate
Servus credit union
08.2022 - Current
- Managed client accounts, addressed inquiries and gave feedback to meet customer needs.
- Verified financial data and identified and made recommendations to prevent and correct financial and accounting errors and inconsistencies.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Built positive and productive customer connections to drive consistent sales.
- Discussed client financial options to keep customers informed regarding transactions.
Financial Advisor
Servus Credit Union
08.2021 - 08.2022
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Reviewed existing client accounts to identify any gaps or areas needing improvement.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Identified new business opportunities through networking events or referrals from existing clients.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Member Service Representative
Servus Credit Union - Corporate Centre
08.2019 - 08.2021
- Assisted in maintaining accurate records by verifying and updating member account information.
- Managed administrative requirements to keep records up to date and complete timely forms for customer needs.
- Memorized company products and services to answer customer questions quickly and capitalize on upsell opportunities.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Cashed customer cheques
- , including verifying identification and checking account balances in accordance with bank policy.
- Recommended bank products and services to current and prospective customers.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Explained bank services, financial products and applicable fees to customers.
Receptionist
Ericksen Nissan
12.2018 - 07.2019
- Answered and directed incoming calls using multi-line telephone system
- Greeted visitors, assessed needs and directed to appropriate personnel
- Welcomed guests and clients in an upbeat and friendly manner
- Provided bookkeeping of important files
- Confirmed transactional data
- Scheduled meetings for internal personnel, partners and clients using [Different Exal programs and CDK ]
- Stock cars in and out
- Provides secure handling for large amounts of money, cheques and drafts
- Handles payments regarding a transaction machines, and recording all receipts
- Took accurate messages for staff and management to facilitate open and speedy communication
Team Leader
Tim Hortons
08.2017 - 07.2019
- Drove team success by completing jobs quickly and accurately
- Kept work areas organized and clean for a professional appearance
- Immediately resolved complaints from guests by listening to issues and notifying the restaurant manager
- Maintained a professional tone of voice and words at all times, including during peak rush hours
- Quickly and thoroughly swept and mopped floors, removed trash and cleaned and stocked restrooms
- Handled products and equipment in accordance with safety and sanitation guidelines
- Developed open and professional relationships with team members, enabling better, more effective issue resolution
- Cross-trained and provided back-up for other customer service representatives when needed
- Offered direction and gave constructive feedback to motivate team members
- Trained new employees on company customer service policies and service level standards
Crew Trainer
Tim Hortons
08.2015 - 07.2017
- Worked alongside junior employees to improve performance, food safety and customer service.
- Greeted incoming customers with a smile and provided friendly service.
- Instructed new team members on correct procedures for all areas of operations.
Crew Member
McDonald's
12.2015 - 06.2016
- Welcomed guests with a personable attitude and smile, offering to bring their beverage orders while they reviewed the menu.
- Skillfully anticipated and addressed guests' service needs.
Education
High School Diploma -
Hants East Rural High School
Milford, NS2017
Skills
- Reliable
- Problem solving
- Organized
- Hardworking mentality
- Strong work ethic
- Team player
- Friendly and helpful
- Quick Learner
- Fast and efficient service worker
- Engaging personality
- Good with customers
References
Marc Marentette 587-989-3703
Lester Betancourt 403-458-1365
Timeline
Sales Associate
Michael Hill Jewellers
10.2024 - Current
Financial Advisor Associate
Servus credit union
08.2022 - Current
Financial Advisor
Servus Credit Union
08.2021 - 08.2022
Member Service Representative
Servus Credit Union - Corporate Centre
08.2019 - 08.2021
Receptionist
Ericksen Nissan
12.2018 - 07.2019
Team Leader
Tim Hortons
08.2017 - 07.2019
Crew Member
McDonald's
12.2015 - 06.2016
Crew Trainer
Tim Hortons
08.2015 - 07.2017
High School Diploma -
Hants East Rural High School
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