Relationship Manager at YNCU with a degree from the University of Guelph. Expert in financial advice, team collaboration, and tailored communication. Known for proactive leadership and driving financial growth.
- Built and maintained member relationships
- Assisted with banking, credit, and investment needs
- Executed day-to-day branch operations
- Oversaw workflow, scheduling, coaching, and training
- Scheduled and conducted client meetings
- Analyzed financial information and recommended strategies
- Advised on cash management, insurance, and investments
- Assessed credit needs and processed applications
- Created and monitored goal-based investment plans
- Processed customer transactions (deposits, withdrawals, payments)
- Assisted with referrals and sales targets
- Resolved account inquiries and discrepancies
- Recommended banking products and services
- Recruited, hired, and trained staff
- Scheduled employees and monitored finances
- Streamlined processes and promoted the restaurant
- Enforced regulations and handled customer complaints
- Supported program fulfillment and loyalty payments
- Conducted quality assurance and data entry
- Maintained program calculations and privacy consent forms
- Prepared and assembled reports
- Assigned tasks and supervised staff
- Monitored inventory and balanced cash registers
- Resolved staff conflicts and customer complaints
Standard First Aid CPR