Crystal Tallon

Helpful Member Service Representative diffusing volatile customer situations, generating additional revenue and building productive relationships with both staff and customers. Customer-centered and friendly professional with 17 year background maintaining customer satisfaction and contributing to company success goals. Seasoned customer service professional competent in organizing deliveries, dispatching drivers and resolving customer concerns. Detail-oriented, responsive and adaptable to changing conditions. Proficient in Copperfin regulations and procedures Reliable Customer Service Representative with extensive track record in demanding sales and account management environments. Strong presenter, communicator and problem solver working effectively and productively with diverse customers and individual needs.

17 years of experience providing financial advice tailoring the financial and customer service needs of clientele., Extensive sales experience with all facets of members financial pictures, including, but not limited to personal bank accounts, loans, mortgages and insurance., Creating and maintaining relationships with members to ensure that their financial plan is being implemented and developed through the evolution of their life., Excellent interpersonal and communication skills with both members and team, 17 years of experience providing financial advice tailoring the financial and customer service needs of clientele., Extensive sales experience with all facets of members financial pictures, including, but not limited to personal bank accounts, loans, mortgages and insurance., Direct experience within the Algoma Branch Team on a day-to-day basis, this has allowed me a deeper insight into the inner workings of the team (Best ways to communicate with staff, weaknesses and strengths for starters), Going above and beyond for members and want to ensure the success of the Algoma Branch as a personal ambition., Want to maintain the culture of Copperfin through community work but also maintaining an impeccable reputation in our community, Driven to ensure the profitability of the branch due to my own connection not only to the members but to the branch as a whole, Since being hired, I have helped to train and mentor co-workers for the role of Member Advisor, Vast knowledge in lending and investment with will help me to develop the team’s portfolio building as well as helping to ensure accurate applications that if audited would not have any issues, Have worked at many different positions over my time in financial institutions. I have been front line, treasury work, and providing financial advice to members allowing for a well-rounded background that will help in maintaining the branch operations, Flexible, dependable and dedicated to my members, team members and Copperfin. I want to ensure that our branch goals are being met if not surpassed., Highly proficient in compliance and administrative policy and procedure as it is required at all the financial institutions that I have worked in all manners of business that you guarantee policy has been followed and that all compliance requirements are met.