Darren Arnett
Port Hardy
Summary
Self-motivated long time Port Hardy resident with a flexible schedule, seeking a career change opportunity. 16 years of office environment experience in the Financial Services sector which required proficiency in maintaining accurate and confidential client files.
Strong organizational skills and experience in managing multiple priorities simultaneously. Team player with a positive attitude and willingness to learn. Many years of customer service experience and a history of demonstrated professionalism and reliability.
Overview
18
18
years of professional experience
Work History
Team Assistant
Ministry Of Children & Family Development
2024.02 - Current
- Respond to client calls and forward to appropriate Social Worker, Duty Worker, Team Leader or Centralized Screening as applicable
- Review incoming and outgoing correspondence as required screening for further action
- Process a variety of documents (i.e., purchase documents, vouchers, hotel reservations, applying for medical coverage for child services files, updating medical forms)
- Verify identification of individuals for release of imprest cheques, bus passes, tickets, purchase authorizations, print and record imprest cheques, ensure appropriate signature, and void if necessary, monitor distribution and advise worker when not picked up.
- Carry out records management duties such as making, filing and retrieving files, and preparing for offsite storage.
- Provide general administrative and clerical support to the office as required.
General Clerk - Overnight
Save-On-Foods
2023.07 - Current
- Unload freight
- Stock shelves
- General clean-up
- Shelf Facing
Branch Manager
CIBC
2021.04 - 2021.10
- Maintained confidentiality of bank records and client information
- Protected company assets with strategic risk management approaches
- Gathered and reviewed customer feedback to improve operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Engaged employees in business processes with positive motivational techniques.
- Assessed employee performance and developed improvement plans.
- Maintained friendly and professional customer interactions.
- Oversaw all branch operations and staff of 5 employees
Financial Consultant / Investment Advisor
CCCU / Credential Securities
2014.01 - 2021.03
- Interview members/clients to identify their financial needs and priorities then develop segmented financial plans to achieve life goals
- Assist members/clients in making healthy decisions about their banking, borrowing, investing and protecting needs
- Promote "relationship based" service model to deliver exceptional member service, foster lasting working relationships, and foster client advocacy
- Grow book of business and increase member wallet share through promotion and sales of CSI investments, Personalized Retirement Plans, and CCCU product offerings
- Provide holistic advice and service by identifying additional member needs and making quality cross-divisional referrals to CCCU, CCIS, Commercial Services and CCPWG
Account Representative
CCCU
2009.06 - 2013.12
- Conduct lending interviews with members/non-members seeking lending solutions. Complete underwriting and provide recommendations for approval or decline to approving manager
- Serve member needs by actively promoting and cross-selling Credit Union products and services
- Process member transactions pertaining to a variety of needs including account openings, registered and non-registered products, mutual funds, member cards, credit cards, safety deposit boxes and Estates
Member Service Representative
CCCU
2006.03 - 2009.05
- Provide day-to-day sales and service delivery of various member needs
- Address and resolve member requests, inquiries and complaint resolution
- Identify and pursue cross-divisional referral opportunities to develop business and increase member wallet share
Education
High School Diploma -
Port Hardy Secondary School
Port Hardy, BC06.1988
CUSOURCE
Investment Funds Institute of Canada
OMEGA Performance
PARETO SYSTEMS
Canadian Securities Institute
Harvard Mentor Management
Designations
Skills
- Relationship building and management
- Goals and performance
- Customer service awareness
- Friendly
- Verbal/written communication
- Microsoft Word
- Microsoft Excel
- MIcrosoft Outlook
Timeline
Team Assistant
Ministry Of Children & Family Development
2024.02 - Current
General Clerk - Overnight
Save-On-Foods
2023.07 - Current
Branch Manager
CIBC
2021.04 - 2021.10
Financial Consultant / Investment Advisor
CCCU / Credential Securities
2014.01 - 2021.03
Account Representative
CCCU
2009.06 - 2013.12
Member Service Representative
CCCU
2006.03 - 2009.05
High School Diploma -
Port Hardy Secondary School
CUSOURCE
Investment Funds Institute of Canada
OMEGA Performance
PARETO SYSTEMS
Canadian Securities Institute
Harvard Mentor Management
Designations
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