Claudia Lopez
Assistant Manager
Calgary,AB
Summary
Business-minded Finance Manager promoting more than 15 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills. Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Assistant Manager - Finance
Scotiabank
Calgary, Canada
09.2017 - Current
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Created organizational structures to improve accounting and finance functions.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Drove revenue stream development through strategic collaboration and partnerships.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Financial Advisor
Scotiabank
Calgary, AB
03.2008 - 09.2017
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
Associate Private Banker
Scotiabank
Calgary, AB
10.2014 - 04.2015
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Adapted products and services to suit customers' changing financial circumstances.
- Cultivated strong customer relationships by providing tailored advice and services.
Education
Bachelor of Arts - Indigenous Art
University of Alberta
Edmonton, AB 10.2021 - 12.2021
Bachelor of Arts - Human Resources Management
University of Calgary
Calgary, AB 09.2014 - 04.2018
Bachelor of Arts - Humanities Studies
University of Calgary
Calgary, AB 09.2003 - 04.2006
Skills
Skilled in Microsoft, Excel and Power Point
undefinedAccomplishments
- Supervised team of 7 staff members.
- Achieve individually Best of the Best awards and as a Branch through effectively exceeding my goals and effectively coaching the team.
Timeline
Bachelor of Arts - Indigenous Art
University of Alberta
10.2021 - 12.2021
Assistant Manager - Finance
Scotiabank
09.2017 - Current
Associate Private Banker
Scotiabank
10.2014 - 04.2015
Bachelor of Arts - Human Resources Management
University of Calgary
09.2014 - 04.2018
Financial Advisor
Scotiabank
03.2008 - 09.2017
Bachelor of Arts - Humanities Studies
University of Calgary
09.2003 - 04.2006