GENEVIEVE JESSO
STONY PLAIN
Summary
I am a forward thinking, hardworking individual with a passion for aiding and educating others. I have strong leadership, critical thinking and problem solving skills. With 9 years of experience in the Financial Services Industry I am excited to utilize my exceptional customer service, planning, experience and adaptability to take on an increased, broader role within the Banking Industry.
Overview
9
9
years of professional experience
Work History
Financial Advisor I
Servus Credit Union
03.2024 - Current
- Built strong relationships with members, fostering trust and loyalty in managing their financial portfolios.
- Educated members on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each members' individual needs.
- Developed personal rapport with each member to maintain customer loyalty and establish long-term accounts.
- Established new member relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for members to achieve short-term and long-term goals.
- Collaborated with team members to streamline processes and improve overall member experience.
Financial Services Representative
CIBC
01.2019 - 01.2024
- Assist in branch operations, and responsibilities including maintaining branch standards, providing timely assistance and grievance resolution and providing team assistance with processes and knowledge.
- Excellent customer relation and retention skills, utilizing over 15 years of customer service skills to provide 15+ weekly clients care and support with their Financial Health.
- Providing personalized, short term advice and long term planning for each client with day to day banking, investment strategy and lending as well as coordinating seamless, warm handovers with partners as required.
- Meet or surpass expectation targets for meetings held, overall lending, mortgages and investments while maintaining a holistic approach and client forward relationship.
- Client retention with good rapport, education, planning and setting expectations as well as implementing next steps and scheduling follow-ups with quality follow through.
Customer Service Representative
CIBC
01.2016 - 01.2019
- Greet clients warmly upon entry to the banking centre to ensure clients feel welcome right away.
- Assist clients with day to day banking, including deposits, bill payments, loan payments, ATM support and online banking.
- Recommend products or services the client may benefit from, and refer or book clients with a Financial Services Representative to expand on those benefits.
- Maintain and balance ATMs on a weekly basis, diagnose and call out for maintenance when required.
Education
Canadian Investment Funds
IFSE Institute
Conduct And Practices Handbook
CSI
12-2024
Skills
- Exemplary customer service skills
- Project and time management
- Real-estate secured and unsecured lending
- Investment portfolio and asset management
- Risk management and compliance
- Team leadership and taking ownership
- Attention to Detail
- Problem-solving
- Outside the box thinking
Timeline
Financial Advisor I
Servus Credit Union
03.2024 - Current
Financial Services Representative
CIBC
01.2019 - 01.2024
Customer Service Representative
CIBC
01.2016 - 01.2019
Canadian Investment Funds
IFSE Institute
Conduct And Practices Handbook
CSI
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