Jacqueline Mitchell
Beeton,Canada
Summary
Financial Services Professional with strong track record in delivering results and driving financial success. Expertise in financial analysis, risk management, and client relations ensures effective decision-making and strategic planning. Known for fostering team collaboration and adapting to evolving needs, consistently supporting colleagues and clients. Reliable problem-solver with focus on achieving goals and maximizing performance.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Financial Service Officer
Duca Financial Credit Union
04.2021 - Current
- Built trusted relationships with members to foster loyalty and promote referrals within the community.
- Delivered exceptional customer service through prompt response times, clear communication, and a thorough understanding of member objectives.
- Improved customer satisfaction with timely resolution of account inquiries and issues.
- Ensured smooth transactions by accurately processing loan applications, account openings, and various banking services requests.
- Handled escalated member concerns diplomatically, finding satisfactory resolutions while adhering to company policies.
Member Service Representative
Duca Financial Credit Union
12.2014 - 04.2021
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Opened members sub-accounts and provided deposit and withdrawal receipts.
- Collaborated with team members to ensure seamless operations during peak hours or staff shortages.
- Contributed to branch sales goals by effectively cross-selling credit union products and services.
Owner/Operator
All Things Silver Jewellery Store
02.2009 - 09.2014
- Managed day-to-day business operations.
- Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
- Established strong relationships with suppliers, ensuring consistent delivery of goods and services at competitive prices.
- Overseeing inventory management, reducing waste and maintaining adequate stock levels to meet demand.
- Fostered strong professional network and partnership building skills to connect with quality leads.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
Full Time/Part Time Customer Service Representative/ Senior Account Service Officer
Royal Bank of Canada
06.1989 - 10.2004
- Improved customer satisfaction by addressing inquiries and resolving issues promptly.
- Enhanced customer loyalty by building strong relationships and providing personalized service.
- Consulted with customers to identify needs and recommended appropriate solutions.
- Assisted in training new team members to improve service levels and operational efficiency.
- Maintained up-to-date knowledge of company products to provide accurate information.
- Collaborated with team members to develop best practices for consistent customer service delivery.
Children’s Nanny
Private Employers
08.1984 - 06.1989
- Emigrated from England to be a children’s nanny
Education
secondary education -
Albany Comprehensive
word/Excel workshops
Focus group
MFDA
Canadian Securities Institute
03-2022
Skills
- Customer relationship building
- Loan applications
- Account maintenance
- Relationship management
- Financial services
- Financial product sales
- Risk management
- Account retention
- Regulatory compliance
- Willing to learn
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
Special Achievements
- I was a member of the 2017 Duca Social Committee, working closely with the other committee members to deliver exciting social activities.
- I was part of the Beeton BIA while I had my jewellery store which allowed me to be an active member of the community, sitting on town improvement committees and being involved in making positive changes to the town and community.
- I was chair of the Beeton Santa Claus committee for two years, working with a team of local volunteers and business owners to plan and achieve the best possible parade for the town.
- Regular volunteer with local Ball Hockey league, NTBHL, helping with fee collections, customer support and physically volunteering at events when needed.
Languages
English
Certification
- Investment Funds in Canada (IFC) - MFDA Licenced
Timeline
Financial Service Officer
Duca Financial Credit Union
04.2021 - Current
Member Service Representative
Duca Financial Credit Union
12.2014 - 04.2021
Owner/Operator
All Things Silver Jewellery Store
02.2009 - 09.2014
Full Time/Part Time Customer Service Representative/ Senior Account Service Officer
Royal Bank of Canada
06.1989 - 10.2004
Children’s Nanny
Private Employers
08.1984 - 06.1989
word/Excel workshops
Focus group
secondary education -
Albany Comprehensive
MFDA
Canadian Securities Institute
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