CLAUDETTE ANGUS
St. Catharines,ON
Summary
Results-driven financial services professional with over a decade of experience in customer relationship management, financial operations, and team leadership. Adept at optimizing workflows, managing high-value transactions, and enhancing client satisfaction in fast-paced environments. Seeking to bring a blend of analytical skills and a customer-focused approach to a dynamic organization.
Overview
25
25
years of professional experience
Work History
Member Experience Representative
First Ontario Credit Union
Thorold, ON
09.2024 - Current
- Provide timely and accurate financial advice to support members' financial goals.
- Identify opportunities to grow member relationships, and support business development.
- Promote and fulfill financial products and services to increase member engagement.
- Deliver exceptional service while handling transactions and resolving member inquiries.
- Maintains a strong knowledge of credit union offerings and compliance standards.
Financial Services Administrator
Teachers Plus Credit Union
Bedford, Nova Scotia
01.2022 - 07.2024
- Spearheaded initiatives to streamline board and committee operations, enhancing efficiency in the preparation and distribution of agendas, minutes, and records.
- Managed logistics for corporate meetings and events, including venue coordination and catering, ensuring smooth execution.
- Led a team of Financial Service Representatives (FSRs), overseeing daily operations, providing transaction overrides, and maintaining compliance with policies.
- Optimized digital presence by regularly updating the credit union's website and social media, increasing member engagement, and information accessibility.
- Acted as the primary point of contact for branch inquiries, driving member satisfaction through effective problem-solving, and referral strategies.
- Conducted outbound member care calls to meet organizational targets, focusing on cross-selling opportunities, and customer retention.
Financial Service Representative
Credit Union Atlantic
Halifax, Nova Scotia
07.2012 - 11.2021
- Delivered exceptional front-line service in a high-volume financial environment, consistently meeting and exceeding performance targets.
- Managed large-scale cash transactions, wire transfers, and account balancing with precision, ensuring compliance with regulatory standards.
- Identified and capitalized on cross-selling opportunities, contributing to the growth of the Credit Union's product and service portfolio.
- Monitored and addressed inactive and overdrawn accounts, reducing financial risk through proactive member communication and account management.
- Supported digital banking initiatives, guiding members through self-service platforms, and enhancing their digital experience.
Wireless Business Solutions Representative
TELUS Communications
Mississauga & Scarborough, Ontario
01.2000 - 04.2009
- Provided technical support and customer service in a high-volume call center, managing inbound and outbound calls for major and enterprise clients.
- Coordinated handset repairs, order entry, and inventory management, contributing to efficient service delivery.
- Assisted clients with billing inquiries and recommended cost-effective plans, improving customer satisfaction and retention.
Education
Advanced Financial Services Training -
Canadian Credit Union Association
Halifax, NS01-2023
Salesperson License -
Nova Scotia Association of Realtors
Halifax, NS01.2011
Canadian Securities Course (CSC) -
Canadian Securities Institute
Toronto, ON01.1995
Conduct and Practices Handbook (CPH) -
01.1995
Skills
- Financial operations management
- Problem solving
- Client relationship development
- Digital banking solutions
- Team leadership and training
- Time management
- Strategic cross-selling
- Financial advising
- Adaptable
- Regulatory compliance
- Analytical thinking
References
Available upon request.
Timeline
Member Experience Representative
First Ontario Credit Union
09.2024 - Current
Financial Services Administrator
Teachers Plus Credit Union
01.2022 - 07.2024
Financial Service Representative
Credit Union Atlantic
07.2012 - 11.2021
Wireless Business Solutions Representative
TELUS Communications
01.2000 - 04.2009
Advanced Financial Services Training -
Canadian Credit Union Association
Salesperson License -
Nova Scotia Association of Realtors
Canadian Securities Course (CSC) -
Canadian Securities Institute
Conduct and Practices Handbook (CPH) -
Similar Profiles
Briana DameBriana Dame
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union
Jan SylvesterJan Sylvester
Senior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union LtdSenior Accounts Clerk/Accounts Clerk I at G.U.T. Credit Union Ltd/Nexa Credit Union Ltd
Jeaneeka ChevalierJeaneeka Chevalier
Relationship Specialist at 121 Financial Credit Union/ Vystar Credit UnionRelationship Specialist at 121 Financial Credit Union/ Vystar Credit Union
Katie HartwellKatie Hartwell
Server at The ShoreServer at The Shore
Madelynn PrenticeMadelynn Prentice
Host / Server / Bartender at Lakeside RoadhouseHost / Server / Bartender at Lakeside Roadhouse