Dena Forsyth
Salmon Arm,BC
Summary
Dynamic finance professional with a proven track record at Country Camping Leisure Products, adept in financial credit evaluation and fostering strong client relationships. Excelled in driving revenue growth and team leadership, demonstrating adaptability and a commitment to continuous learning. Recognized for outstanding service excellence and strategic problem-solving, enhancing client loyalty and operational efficiency.
Overview
29
29
years of professional experience
Work History
Financial Service Manager
Country Camping Leisure Products
05.2006 - Current
- Implemented efficient financial processes.
- Led training sessions for junior staff members, improving overall team competency and productivity levels.
- Optimized revenue growth by identifying new business opportunities and expanding existing client base.
- Increased client satisfaction by providing personalized financial advice and solutions.
- Coordinated with sales teams to promote a wide range of financial products and services effectively.
- Delivered exceptional customer service, resolving complex issues and strengthening client loyalty.
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
- Analyzed business processes to identify cost savings and operational efficiencies.
Finance and Lease Manager
Jacobson Ford
04.2001 - 05.2006
- Ensured timely lease renewals by proactively engaging clients in discussions about their intentions and future needs well ahead of contract expiration dates.
- Collected, completed, and processed lease applications.
- Managed daily and weekly marketing and leasing plans.
- Provide financing and product options for clients.
Account Manager
Interior Savings Credit Union
03.1996 - 04.2001
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of investment and Mortgage accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Developed customized account plans for clients to help them achieve their business goals.
- Drove revenue growth by identifying new business opportunities within existing accounts.
- Spearheaded coordination of cross-functional teams for delivering customized solutions that met client needs.
- Fostered detailed understanding of product offerings, enabling effective communication of features and benefits to clients.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Enhanced team performance with regular training sessions on product knowledge and customer service excellence.
- Increased upsell opportunities with strategic account reviews, identifying and addressing client needs.
- Achieved recognition for outstanding client service, contributing to team's reputation for excellence.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Set and achieved company defined sales goals.
- Trained new employees on customer service, money handling and organizing strategies.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Contributed to event marketing, sales and brand promotion.
Education
High School Diploma -
Salmon Arm Senior Secondary
Salmon Arm, BCReal Estate Sub Mortgage Broker -
Okanagan College
Kelowna, NoneMutual Funds
Okanagan College
Kelowna, NoneSkills
- Financial Credit Evaluation
- Service Excellence
- Relationship management
- Collaborative Negotiation Expertise
- Financial advising
- Committed To Continuous Learning
- Problem-solving
- Relationship building
- Client Relationship Management
- Team Leadership
- Adaptability and flexibility
- Continuous improvement
Timeline
Financial Service Manager
Country Camping Leisure Products
05.2006 - Current
Finance and Lease Manager
Jacobson Ford
04.2001 - 05.2006
Account Manager
Interior Savings Credit Union
03.1996 - 04.2001
High School Diploma -
Salmon Arm Senior Secondary
Real Estate Sub Mortgage Broker -
Okanagan College
Mutual Funds
Okanagan College
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