Ashley Taylor
Salmo,BC
Summary
Results-driven Branch Leader experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
16
16
years of professional experience
Work History
Branch Leader
Western Financial Group
07.2023 - Current
- Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.
- Initiated community outreach efforts to increase brand visibility and engagement among local businesses and residents.
- Evaluated employee performance fairly using a comprehensive appraisal system that took into account individual contributions as well as team dynamics.
- Ensured adherence to industry regulations by conducting regular internal audits on branch procedures/processes and ensuring proper documentation is maintained.
- Managed daily branch operations to ensure smooth functioning of all aspects including teller services, lending, and account management.
- Promoted a positive work environment by addressing employee concerns promptly and fostering open lines of communication between staff members at all levels of the organization.
- Complied with regulatory guidelines and requirements.
- Assessed employee performance and developed improvement plans.
Sr. Insurance Advisor
Western Financial Group
09.2010 - 07.2023
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Provided quotes and promoted products for building, contents and vehicle insurance.
- Interviewed prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person or property.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Developed strong relationships with clients, leading to a high level of trust and long-term business growth.
- Developed a reputation for expertise in niche insurance markets, attracting clients with unique or specialized coverage needs.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Followed up promptly with interested clients to close sales.
Bank Teller
Scotia Bank
09.2008 - 09.2010
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Counted and packaged currency and coins.
Education
No Degree - Level 2 General Insurance Licence
IBABC
Online09.2012
High School Diploma -
Salmo Secondary School
Salmo, BC06.2007
Skills
- Team Management
- Sales Leadership
- Staff Development
- Innovation Skills
- Branch Operations Management
- Excellent work ethic
- Attention to Detail
Languages
English
Native or Bilingual
Timeline
Branch Leader
Western Financial Group
07.2023 - Current
Sr. Insurance Advisor
Western Financial Group
09.2010 - 07.2023
Bank Teller
Scotia Bank
09.2008 - 09.2010
No Degree - Level 2 General Insurance Licence
IBABC
High School Diploma -
Salmo Secondary School
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