BRITTANY BURLING
Sarnia,Canada
Summary
I am professional with substantial experience in mentorship and supervisor operations, poised to drive team performance and enhance owner and employee satisfaction. Expertise in managing teams, optimizing workflows, and implementing strategic initiatives to improve efficiency. Strong focus on collaboration and adaptability, ensuring reliable support and flexibility in dynamic environments. Skilled in conflict resolution, performance monitoring, moments matter implementation and process improvement to consistently achieve targets and elevate service standards.
Overview
12
12
years of professional experience
Work History
Investment Specialist
Libro Credit Union
09.2022 - Current
- Held meetings with owners to review and update accounts.
- Advised owners on tax-efficient investing strategies to optimize their overall wealth management plan.
- Analyzed financial needs of owners and developed tailored strategies to meet goals.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and owners service.
- Maintained a strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Mentored junior staff members by sharing insights into best practices for managing client relationships and navigating complex financial markets.
- Developed strong relationships with owners and collegues, ensuring trust and loyalty through consistent communication and personalized service.
- Met with owners to generate new business and negotiate contracts.
Owner Experience Representative
Libro Credit Union
10.2021 - 09.2022
- Assisting Owners in their day-to-day banking needs
- Answering phones and troubleshooting any issues owners have in their accounts
- Opening new accounts
- Trained and motivated collegues to perform daily business functions.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Performing wire transfers
- Being first contact with owners and prospected new owners and getting them to the proper coaching staff when needed
- Maintaining risk levels and adhering to compliance standards
- Continuing my education and training with mentorship, training courses and spark webpages to better my skills and knowledge
- Managed day-to-day business operations.
- Developed and maintained strong relationships with owners, resulting in repeat business and referrals.
Assistant Manager
Cash Money
05.2014 - 10.2021
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Offered hands-on assistance to customers and staff, assessing needs, and maintaining current knowledge of consumer preferences.
- Developed strong working relationships with staff, fostering a positive work environment.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
Customer Service Manager
The Brick
01.2013 - 01.2014
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Enhanced customer satisfaction by streamlining support processes and implementing new strategies.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Increased team productivity by providing ongoing training and support to customer service representatives.
Education
RI Fundamentals for Retail Advisors -
Responsible Investment Association
01.2023
Investment Funds in Canada -
Canadian Securities Institute
01.2022
Graduate Certificate - Personal Support Worker
Lambton College
Sarnia, ON05-2011
Ontario Secondary School Diploma -
St Clair Secondary
Sarnia, ON06-2009
Skills
- Investment performance analysis
- Retirement planning
- Problem-solving skills
- Staff training
- Meticulous attention to detail
- Teamwork and collaboration
- Creative thinking
- Adaptability and flexibility
- Verbal and written communication
- Customer Service-oriented
- Self-motivated nature
- Relationship building
Accomplishments
- Collaborated with team of 7 in the development of Sarnia Lambton Chamber of Commerce Young Professionals Network Events.
- Built strong relationships with many different industry professionals such as CEO's, Compliance Managers, Branch employees, and many key note speakers at this years Ontario Young Leaders Emerg Conference.
- Collaborated with many different community programs such as United Way, RiverCity vineyard, Inn of the Good Shepherd and Noelle's Gift in the development of strong relationships between Libro Credit Union and the community by donations and volunteer work completed.
Affiliations
- Ontario Young Leaders
Timeline
Investment Specialist
Libro Credit Union
09.2022 - Current
Owner Experience Representative
Libro Credit Union
10.2021 - 09.2022
Assistant Manager
Cash Money
05.2014 - 10.2021
Customer Service Manager
The Brick
01.2013 - 01.2014
Investment Funds in Canada -
Canadian Securities Institute
RI Fundamentals for Retail Advisors -
Responsible Investment Association
Graduate Certificate - Personal Support Worker
Lambton College
Ontario Secondary School Diploma -
St Clair Secondary
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