Megan Sawchyn
Langham
Summary
Professional with strong commitment to delivering exceptional customer service and achieving results. Adept at addressing customer needs and resolving issues efficiently. Reliable team player known for adaptability and effective communication skills. Proven track record in fostering collaborative environments and driving customer satisfaction.
Overview
14
14
years of professional experience
Work History
MEMBER EXPERIENCE REPRESENATIVE II
SASKATCHEWAN BLUE CROSS
11.2023 - Current
- Analyzed complex inquiries from members and clients, delivering tailored solutions effectively.
- Trained across all service queues, addressing group and individual inquiries efficiently.
- Utilized extensive product and service knowledge to interpret member plans and eligibility accurately.
- Promoted company products aligning with member needs, enhancing satisfaction and engagement.
- Processed credit card payments for renewals and optional benefits expediently.
- Escalated issues to appropriate departments or entities, ensuring timely resolution.
- Educated members on benefit levels, eligibility, and claiming requirements comprehensively.
- Maintained confidentiality while adhering to service policies and up-to-date knowledge standards.
BUS DRIVER
FIRST STUDENT CANADA
08.2023 - 11.2023
- Ensured adherence to all road rules while driving bus safely.
- Maintained punctuality by consistently meeting scheduled pickup times.
- Prioritized safety measures for bus operations and student transport.
- Provided care and support for students during transit.
CUSTOMER SERVICE ADVISOR
AFFINITY CREDIT UNION
03.2023 - 08.2023
- Managed cash supply to meet daily operational needs efficiently.
- Processed transactions with high accuracy and speed.
- Resolved issues related to client accounts, ensuring satisfaction.
- Promoted products and services, including digital engagement and savings plans.
- Conducted estate planning sessions and facilitated account openings.
Contact Centre Specialist
AFFINITY CREDIT UNION
10.2019 - 03.2023
- Collected and recorded personal and financial data of members.
- Managed online loan processes and provided updates on applications.
- Educated members regarding additional services and financial planning options.
- Handled insurance inquiries and communicated benefit information effectively.
Financial Advisor
SCOTIABANK
03.2017 - 09.2019
- Established and maintained relationships with individual customers
- Developed custom financial plans to prepare clients for different life stages
- Assisted with consumer lending applications, mortgages, and credit applications
- Opened and funded investment accounts, including GICs, Market-linked, and Mutual Funds
Universal Banker
SCOTIABANK
03.2017 - 10.2017
- Cultivated and sustained client relationships to enhance engagement.
- Promoted digital channels, facilitating client referrals for savings discussions.
- Assisted clients with credit card applications, ensuring a seamless experience.
- Provided continuous leadership in the lobby to support client needs.
Customer Service Representative
SCOTIABANK
05.2011 - 03.2017
- Managed cash supply and processed transactions with accuracy and efficiency.
- Resolved client account issues and discrepancies to enhance service quality.
- Promoted digital engagement strategies, savings plans, and credit products effectively.
Education
CUIC 210 Consumer And Residential Mortgage Lending
Dalhousie University
Halifax06-2021
Canadian Mutual Funds License
IFES
03-2021
Skills
- Customer support
- Goal-oriented mindset
- Customer relations
- Data entry proficiency
- Financial advising
- Loan origination
- Risk management
- Compliance and regulatory
- Problem solving
Timeline
MEMBER EXPERIENCE REPRESENATIVE II
SASKATCHEWAN BLUE CROSS
11.2023 - Current
BUS DRIVER
FIRST STUDENT CANADA
08.2023 - 11.2023
CUSTOMER SERVICE ADVISOR
AFFINITY CREDIT UNION
03.2023 - 08.2023
Contact Centre Specialist
AFFINITY CREDIT UNION
10.2019 - 03.2023
Financial Advisor
SCOTIABANK
03.2017 - 09.2019
Universal Banker
SCOTIABANK
03.2017 - 10.2017
Customer Service Representative
SCOTIABANK
05.2011 - 03.2017
CUIC 210 Consumer And Residential Mortgage Lending
Dalhousie University
Canadian Mutual Funds License
IFES
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