Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Erin MacCool

Summary

To obtain a position that will enable me to showcase my highly developed skills in operational efficiency and excellent customer service while offering a chance to my expand career.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Financial Advisor

Scotiabank
08.2023 - Current

Financial Advisor

Scotiabank
06.2021 - 08.2023

Understand customers' banking needs and provide appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create an excellent customer experience.

Assisted clients with making informed decisions regarding their financial future.

Developed and maintained strong relationships to maximize customer satisfaction.

Contributed to branch business objectives and overall success by achieving or exceeding individual sales goals.

Ensure customer problems are handled appropriately, escalating issues when necessary.

Achieved recognition of Top 40% for Q4 in Fiscal 2022.

Top 25% for Q3 in Fiscal 2023

Customer Experience Lead

Scotiabank
07.2017 - 06.2021
  • Worked closely with Branch Manager to achieve operational efficiency.
  • Consistently met Service Excellence goals by employing friendly and efficient service in every interaction.
  • Increased employee productivity by establishing and monitoring customer care performance indicators, service basics metrics and goal achievement.
  • Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Acted as main point of contact for all internal departments.

Manager Customer Service

Scotiabank
06.2015 - 07.2017
  • Increased employee productivity by establishing and monitoring customer care performance indicators, service basics metrics and goal achievement.
  • Responsible for all aspects of compliance and operations of the branch.
  • Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
  • Managed cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.

Education

High School Diploma -

John Maland High School
Devon, AB

Skills

    • Operations management
    • Business administration
    • Conflict resolution techniques
    • Focused on customer satisfaction
      • Team management
      • Employee coaching
      • Highly Developed Cash Management skills

Certification

  • First Aid/CPR
  • Canadian Investment Funds Course
  • Registered Financial Retirement Advisor

Timeline

Senior Financial Advisor

Scotiabank
08.2023 - Current

Financial Advisor

Scotiabank
06.2021 - 08.2023

Customer Experience Lead

Scotiabank
07.2017 - 06.2021

Manager Customer Service

Scotiabank
06.2015 - 07.2017

High School Diploma -

John Maland High School
Erin MacCool