Grace Romita
Keswick,ON
Summary
Dynamic financial professional with a proven track record at Meridian Credit Union, excelling in client relationship building and delivering exceptional customer service. Leveraging strong empathy and data entry proficiency, I foster trust and loyalty while providing tailored financial advice, enhancing client satisfaction and retention. Committed to achieving team goals and improving branch performance.
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Skilled in building strong relationships with clients and providing quality service.
Knowledgeable and dedicated customer service professional with extensive experience in Banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
15
15
years of professional experience
Work History
Client Services Member Representative
Meridian Credit Union
01.2025 - Current
- Enhanced customer satisfaction by efficiently handling transactions and addressing inquiries.
- Managed teller cash drawer accurately while performing daily balancing procedures to minimize discrepancies.
- Identified potential fraud cases by closely monitoring transactions and reporting suspicious activity to management.
- Maintained currency inventory levels within established guidelines, ensuring adequate cash availability for daily operations.
Financial Advisor
Meridian Credit Union
05.2021 - 11.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Facilitated new client onboarding process and investment account setup.
Financial Services Representative
Meridian Credit Union Ltd.
03.2010 - 05.2021
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Skills
- Strong empathy
- Client relationship building
- Data entry proficiency
- CRM software expertise
- Time management abilities
- MS office
- Administrative and office support
- Interpersonal communication
- Professionalism
- Interpersonal skills
- Product knowledge
- Self motivation
- Task prioritization
Timeline
Client Services Member Representative
Meridian Credit Union
01.2025 - Current
Financial Advisor
Meridian Credit Union
05.2021 - 11.2024
Financial Services Representative
Meridian Credit Union Ltd.
03.2010 - 05.2021
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