Ian O'Dear
Airdrie,AB
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Retail Banking Specialist
ATB Financial
01.2023 - Current
- Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
Community Resource Facilitator
Community Living Alternative Services
05.2021 - 12.2022
- Maintained detailed records of individual progress, documentation of services and case notes.
- Managed caseload to satisfy multiple patients with diverse needs.
- Conducted in-home visits to provide supportive services.
- Assisted individuals in accessing housing, financial assistance and other community resources.
- Developed partnerships with community organizations to expand services and referrals.
Sales Associate
The Home Depot Inc
03.2021 - 05.2021
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Production Supervisor
Foam Fabricators
10.2019 - 12.2019
- Resolved issues quickly to maintain productivity goals.
- Managed team of 24 production associates, overseeing productive production processes and meeting all deadlines.
- Coordinated with other departments to maintain smooth and efficient product flow.
- Evaluated team member performance regularly to identify and resolve productivity concerns.
Community-Based Case Manager
Amerigroup
07.2018 - 04.2019
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
- Assessed community needs and identified resources for social and community service programs.
Medical Management Specialist
Amerigroup
03.2017 - 07.2018
- Utilized electronic medical record systems to store, retrieve and process patient data.
- Input data into computer programs and filing systems.
- Communicated effectively with staff, patients, and insurance companies by email and telephone.
- Maintained accuracy, completeness, and security for medical records and health information.
Service Coordinator
Reach For Your Potential
03.2016 - 03.2017
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Provided leadership, guidance and support to staff members.
- Developed and implemented training programs for staff.
Education
Bachelor of Science - Biology
University of Iowa
Iowa City, IA, USASkills
- Privacy and Confidentiality
- Information Processing
- Mobile Applications
- Transaction Error Identification
- Active Learning
- Banking Standards
- Data Security and Validation
- Investigate Discrepancies
- Training Classes
- Database Management Software
Accomplishments
- Collaborated with team Voice of Team Member in the development of Telephone Banking Course.
- Assisted in State-wide implementation of novel level of care exam.
Certification
- Web Development with HTML, CSS, Javascript
- Intro to Cloud Computing
- Python for Data Science and AI
Timeline
Retail Banking Specialist
ATB Financial
01.2023 - Current
Community Resource Facilitator
Community Living Alternative Services
05.2021 - 12.2022
Sales Associate
The Home Depot Inc
03.2021 - 05.2021
Production Supervisor
Foam Fabricators
10.2019 - 12.2019
Community-Based Case Manager
Amerigroup
07.2018 - 04.2019
Medical Management Specialist
Amerigroup
03.2017 - 07.2018
Service Coordinator
Reach For Your Potential
03.2016 - 03.2017
Bachelor of Science - Biology
University of Iowa
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