Edmelynne (Mimi) Vendiola
Toronto,Canada
Summary
Results-driven professional with extensive experience in account management, specializing in developing and maintaining strong client relationships to drive business growth. Skilled in contract negotiation, resolving client issues, and aligning services with client needs. Demonstrated success in fostering team collaboration and adapting to dynamic environments, highlighting exceptional communication and problem-solving abilities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Vancity Credit Union
01.2019 - 11.2024
- Provided comprehensive, financial and relationship- based advice to maintain and drive business growth
- Identified and converted new business opportunities through emails, phone and in person appointments, contributing to growth in lending (unsecured, secured, mortgages), term deposits and related services.
- Collaborated with members for personalize financial services, generating quality referrals to Wealth Management Team
- Managed the loan application process for secured and unsecured lending proposals from loan application to execution of documents and funding
Senior Financial Services Representative
Vancity Credit Union
07.2016 - 01.2019
- Supervised a service team of ten Financial Services Representatives providing judgement and discretion to reduce technical issues and mitigate operational risk
- Managed escalated complaints and complex banking issues brought forward by the service team in a professional, timely manner and within established service standards
- Governed quarterly reconciliation inventory counts inclduing four different cash currencies, bank drafts, and secured collateral ensuring 100% audit and compliance accuracy
- Articulated in-depth product knowledge and implemented creative sales strategies to promote new banking initiative
Financial Services Representative
Vancity Credit Union
01.2015 - 07.2016
- Processed high volume of daily banking transactions per month including account servicing, cash and cheque handling, money orders, wire transfers and other financial needs
- Drove new business growth by keeping up with industry regulations, trends and best practices making making quality referrals to Account Managers and other Specialized Vancity Teams for banking, lending and investments needs.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Contact Centre Member Services Agent
Vancity Credit Union
11.2011 - 01.2015
- Handled large volume of inbound calls, delivering exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Enhanced member satisfaction by identifying financial needs with each phone interaction increasing departmental goals of new accounts, visas, term deposits and retail lending.
- Maintained accurate records of member communications, transactions, policies, and other relevant documentation for seamless operations within the organization.
Education
Associates - Business Administration And Management
Capilano University
Skills
- Account management
- Customer service
- Client acquisition
- Business growth and retention
- Skilled in MS office
- Proven sales track record
- Teamwork and collaboration
- Sales strategy development
- Lead prospecting
- Client relationship building
- Microsoft Dynamics 365 CRM
- MS Office Suites (Word, Excel, Teams, Edge, Outlook)
Accomplishments
Increased branch funds under administration by $50 million
Increased branch lending growth by $10 million
Referred opportunities to Wealth Advisors leading to $5 million sales invested in Wealth Management
Languages
English
Native or Bilingual
Tagalog
Professional Working
Certification
- Investment Funds in Canada - Canadian Securities Institute 2021
Timeline
Account Manager
Vancity Credit Union
01.2019 - 11.2024
Senior Financial Services Representative
Vancity Credit Union
07.2016 - 01.2019
Financial Services Representative
Vancity Credit Union
01.2015 - 07.2016
Contact Centre Member Services Agent
Vancity Credit Union
11.2011 - 01.2015
Associates - Business Administration And Management
Capilano University
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