Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Darren Pendlebury

St Catharines ,ON

Summary

Accomplished Financial Services Associate with a proven track record in the industry, enhancing client satisfaction and retention through expert financial analysis and exceptional client management. Spearheaded innovative investment strategies, demonstrating superior problem-solving and relationship-building skills. Achieved operational excellence by blending analytical prowess with effective communication.


Overview

18
18
years of professional experience
1
1
Certification

Work History

Licensed Financial Services Associate

Meridian Credit Union
03.2023 - Current
  • Delivered exceptional client experiences by addressing financial inquiries and providing tailored solutions.
  • Assisted customers with account management to enhance retention and satisfaction.
  • Improved customer loyalty by offering personalized investment options.
  • Addressed client concerns with effective communication and problem-solving.
  • Enhanced operational efficiency by maintaining accurate records and documentation.
  • Analyzed customer financial needs to recommend appropriate banking products.
  • Boosted customer satisfaction with prompt and accurate responses to inquiries.
  • Strengthened client relationships by proactively reaching out to discuss financial goals.
  • Enhanced financial literacy for clients by explaining complex concepts in simple terms.
  • Supported daily branch operations to maintain seamless customer service.
  • Delivered tailored advice to clients, helping them achieve financial objectives.

Personal Banker

TD Bank
10.2018 - 03.2023
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Expanded client base by promoting new financial products.

Development Manager

Provident Financial
09.2009 - 09.2017
  • Presented project updates during executive meetings to maintain transparency around progress towards key objectives while addressing any concerns raised by leadership stakeholders.
  • Balanced competing priorities and resource constraints to deliver optimal results within the context of project timelines and budgetary restrictions.
  • Improved overall project efficiency by setting clear goals, milestones, and expectations for the development team.
  • Implemented robust documentation practices that facilitated knowledge sharing within the development team and improved overall productivity.
  • Championed a culture of innovation within the development team by encouraging experimentation with new technologies or approaches to problemsolving.

Arrears Manager

Short Term Finance
02.2009 - 09.2009
  • Enhanced team performance by implementing strategic management practices.
  • Managed daily operations to ensure smooth workflow and timely delivery of services.
  • Improved employee engagement with regular training sessions and feedback.
  • Developed new processes, boosting operational efficiency.
  • Reduced operational costs by streamlining administrative processes.
  • Enhanced customer satisfaction by addressing client needs and resolving issues promptly.
  • Monitored team performance for continuous improvement and achievement of goals.

Network Manager

Morses Club Ltd
08.2006 - 02.2009
  • Provided ongoing training sessions for staff members on securing their devices against potential network threats, resulting in heightened organizational security.
  • Reduced downtime with proactive maintenance, regular updates, and prompt resolution of technical issues.
  • Evaluated team performance to ensure alignment with organizational goals.
  • Supervised a team of managers, optimizing team efficiency and productivity.
  • Led a team of managers to achieve operational excellence.

Education

BTEC National And Higher National Certificate -

West Nottinghamshire College of Further Education
Mansfield, England
06-1994

Skills

  • Financial analysis
  • Client management
  • Risk assessment
  • Investment strategies
  • Customer service
  • Data analysis
  • Product knowledge
  • Problem solving
  • Time management
  • Regulatory compliance
  • Communication skills
  • Relationship building
  • Decision making
  • Analytical skills

Certification

Designated Financial Services Advisor designation -

DFSA™

Certificate In Financial Services Advice - CFSA

Investment Funds in Canada - IFIC


Timeline

Licensed Financial Services Associate

Meridian Credit Union
03.2023 - Current

Personal Banker

TD Bank
10.2018 - 03.2023

Development Manager

Provident Financial
09.2009 - 09.2017

Arrears Manager

Short Term Finance
02.2009 - 09.2009

Network Manager

Morses Club Ltd
08.2006 - 02.2009

Designated Financial Services Advisor designation -

DFSA™

Certificate In Financial Services Advice - CFSA

Investment Funds in Canada - IFIC


BTEC National And Higher National Certificate -

West Nottinghamshire College of Further Education

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Darren Pendlebury