Cody Brooks
Oliver,BC
Summary
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
19
19
years of professional experience
Work History
Branch Operational Support Advisor
First West Credit Union
11.2015 - Current
- 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.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve department targets and improve overall team performance.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Maintained updated records of all service requests to support traceability.
Personal Banking Officer
Valley First Credit Union
05.2014 - 11.2015
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Financial Services Representative
CIBC
10.2011 - 05.2014
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
- Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.
Senior Customer Service Representative
CIBC
08.2010 - 10.2011
- Established strong rapport with customers, fostering long-term relationships and repeat business.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
- Developed comprehensive knowledge of company products and services in order to provide accurate information to customers.
Branch Support Representative
CIBC
04.2009 - 08.2010
- Handled sensitive customer data with discretion while adhering to strict confidentiality guidelines set forth by the company.
- Improved customer satisfaction by promptly addressing and resolving branch support inquiries.
- Assisted in the training of new employees, helping them become proficient in their roles quickly and effectively.
- Counted, verified and handled bank deposits and armored car transactions.
Customer Service Representative
Sunflower Bank
07.2005 - 01.2009
- Responded to customer requests for products, services, and company information.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Delivered prompt service to prioritize customer needs.
Education
Associate Of The Arts Degree - Criminal Justice
Dodge City Community College
Dodge City Kansas05.2005
Skills
- Written communication
- Critical thinking
- Time management
- Analytical thinking
Timeline
Branch Operational Support Advisor
First West Credit Union
11.2015 - Current
Personal Banking Officer
Valley First Credit Union
05.2014 - 11.2015
Financial Services Representative
CIBC
10.2011 - 05.2014
Senior Customer Service Representative
CIBC
08.2010 - 10.2011
Branch Support Representative
CIBC
04.2009 - 08.2010
Customer Service Representative
Sunflower Bank
07.2005 - 01.2009
Associate Of The Arts Degree - Criminal Justice
Dodge City Community College
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