Beverly Allsopp
Swastika,ON
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
Work History
Financial Services Representative
Northern Credit Union
11.2022 - 12.2023
- Increased client satisfaction by providing tailored financial advice and investment
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Member Experience Representative
Northern Credit Union Ltd
08.2021 - 11.2022
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Enhanced company reputation by providing exceptional customer service and support.
- Contributed to team sales goals by upselling products and services to customers.
- Streamlined internal processes for improved efficiency, reducing overall costs for the organization.
- Assisted in training new hires and offered ongoing support to help them reach their full potential.
- Provided valuable input during team meetings, resulting in the identification of new opportunities for growth and development within the organization.
Branch Manager
MED E OX Mobility In Motion
08.2018 - 06.2020
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Owner
Upper Deck Cleaning
11.2001 - 12.2018
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
- Expanded product offerings by researching market trends and identifying potential growth opportunities.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Managed day-to-day business operations.
Education
Psychology
Carleton University
Ottawa, ONBusiness Administration
Northern College of Applied Arts And Technology
Kirkland Lake, ONMerchandising And Design - Business
International Academy of Merchandising And Design
Skills
- Sales Quota Achievement
- Financial Product Sales
- Teller transactions
- Financial Planning
- Microsoft Word
- Microsoft Office
- Microsoft Excell
- Customer Relationship Building
- Cash Management
Languages
English
Native or Bilingual
Timeline
Financial Services Representative
Northern Credit Union
11.2022 - 12.2023
Member Experience Representative
Northern Credit Union Ltd
08.2021 - 11.2022
Branch Manager
MED E OX Mobility In Motion
08.2018 - 06.2020
Owner
Upper Deck Cleaning
11.2001 - 12.2018
Psychology
Carleton University
Business Administration
Northern College of Applied Arts And Technology
Merchandising And Design - Business
International Academy of Merchandising And Design
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