Summary
Overview
Work History
Education
Skills
Languages
Certification
Personal Details
Work Availability
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Crystal Clark
Open To Work

Crystal Clark

Quinte West,Canada

Summary

Dynamic professional with over 15 years of experience in business operations, financial consulting, and client-focused leadership, dedicated to empowering individuals through financial literacy and equitable access to opportunities. A unique blend of financial expertise and social service skills—including psychology, psychopathology, and family dynamics—provides a deep understanding of diverse community needs. Proven track record in mortgage and lending services, payroll and benefits administration, executive support, and community engagement underscores a commitment to operational excellence. Tech-savvy and adaptable, with credentials in crisis intervention and ESL instruction, ensuring a human-centered approach to every initiative.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Personal Banking Advisor

Alterna Savings Credit Union
03.2023 - 07.2025
  • Resolving complaints, risk assessments, and providing human relations support
  • Administering compliance with regulations and community engagement initiatives
  • Participates in interviews and acts as manager in the absence of the Branch Manager
  • Specialized in attracting and servicing high net worth clientele, contributing to increased AUM (assets under management).
  • Build a robust pipeline of high value clients through referrals networking, and expect consultation.
  • Balanced business development with operational excellence by identifying growth opportunities while maintaining seamless client service and reporting standards

Financial Service Representative II

CIBC
10.2018 - 03.2023
  • Personal and business banking, mortgage services, and lending products
  • Strong customer relations, high accuracy, debt management, and business development
  • Administered various client services, ensuring high-level performance and adherence to compliance.
  • Increased sales targets year after year
  • Marketing and outreach activities
  • Proficient in Microsoft Office Home and business

Owner / Operator

Global Financial
11.2016 - 10.2018
  • Managed payroll, pension, and benefits administration for employees
  • Designed and implemented employee compensation and benefits programs, including life insurance and disability plans.
  • Administered pension plan enrollment and ensured accurate contribution management.
  • Processed payroll, ensuring compliance with regulations and accuracy.
  • Led recruitment, staff training, and development, including HR support and employee relations.
  • Managed estate planning and financial advising for clients.
  • Oversaw data processing and maintained accurate financial records for the business.

Financial Consultant

Investors Group Financial Services
04.2014 - 11.2016
  • Provided financial planning and advisory services, including investment analysis and risk assessments.
  • Ensured compliance with industry regulations and delivered personalized financial advice.
  • Develop customized financial plans that include budgeting, saving, investing, insurance, and retirement planning
  • Strong analytical and decision-making skills

Education

Diploma -

TriOS College
Oshawa, ON

College certificate - Human Relations

Loyalist College
Belleville, ON

Skills

  • Proficient in financial literacy training
  • Administrative support expertise
  • Compensation management
  • Mortgage financing solutions
  • Program development
  • Psychological practice focus
  • Threat analysis and response planning
  • Nonprofit sector expertise
  • Staff development
  • Proven track record in fundraising initiatives
  • Strategic program execution
  • Strong flexibility skills
  • Experience with Microsoft Project
  • Proficient in prioritizing tasks
  • Skilled in candidate sourcing and selection
  • Network infrastructure management

Languages

English
Full Professional

Certification

  • First Aid & CPR June 2025 to June 2028
  • Canadian Investment Funds Course
  • RESP Licensed
  • Branch Managers’ Examination Course
  • Fundamentals of Health and Social Care
  • Nonviolent Crisis Intervention (NVCI)
  • Medication Training Certificate

Personal Details

  • Highest Level of Education: DCS / DEC
  • Total years of experience: 3

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

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Crystal Clark