
Dynamic professional with a proven track record of excelling in customer relationship management and sales strategies. Adept at identifying member needs and delivering tailored solutions, fostering trust and loyalty. Recognized for strong communication skills and a commitment to achieving sales goals, driving success in a competitive environment.
• Meeting above expectations of sales goals and objectives.
• Strong attention to detail and organizational skills while working in a fast-paced environment.
• Process all lending applications, such as mortgages, Lines of Credit, Home equity Lines of Credit, Car Loans, Credit cards etc.
• Process investments including GIC, RRSP's, RRIFs, TFSAs and Investment Shares.
• Provide excellent service to members by assessing their needs and identifying products and services to best meet those needs.
• Business development to grow and obtain long lasting relationships in the community.
• Credit coaching.
• Training and assisting staff in the branch.
• Prioritizing leadership and opportunities to expand my knowledge.
• Comply with policies, guidelines and procedures.