Jennifer Boyd
White Rock
Summary
Dynamic financial services professional with a proven track record at Prospera Credit Union, excelling in employee performance evaluations and relationship management. Recognized for driving sales growth and implementing process improvements, while ensuring compliance and security. Adept at training teams and fostering a collaborative environment to achieve business objectives.
Overview
24
24
years of professional experience
Work History
Assistant Manager
Prospera Credit Union
07.2018 - Current
- Supervised team of up to 8 branch employees and made recommendations regarding performance evaluations.
- Evaluated lending applications against specifications to approve, reject or recommend adjustments files.
- Implemented process improvements to increase productivity.
- Assessed budget plans and present costs to forecast trends and recommend changes.
- Maximized efficiency through effective resource allocation and employee management.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Demonstrated knowledge of branch financial products, including loans and lines of credit.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Reviewed credit applications for risk factors and credit worthiness.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Attained expert level of product knowledge, becoming go-to person for the branch
- Interviewed, hired and trained staff and equipped them to comply with company policies and procedures.
- Wrote and administered employee performance reviews to monitor customer service and personal sales.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
Financial Services Manager
Prospera Credit Union
02.2015 - 07.2018
- Conducted in-depth audits to review accounts, controls and compliance with sound accounting practices.
- Assisted senior-level credit officers with complex loan applications.
- Developed and maintained relationships with local real estate agents.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Recommended loan approvals and denials based on customer loan application reviews.
- Complied with regulatory requirements such as PCMLTFA, Privacy, Cyber Security and Standards of Conduct
- Maintained excellent attendance record, consistently arriving to work on time.
- Was awarded Top Referrals and Lending for 2017
Customer Service Specialist
Prospera Credit Union
10.2001 - 02.2015
- Promoted products or services to each customer to consistently achieve sales targets.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Turned in excess cash to maintain drawer security.
- Assisted customers with compromised debit cards and issued new credentials.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Education
Various:
Workplace Mental Health Leadership Program
Queens University
07.2019
Consumer And Residential Mortgage Lending Program
Dalhousie University
Halifax, NS04.2013
High School Diploma -
New Germany Rural High School
06.1990
Skills
- Banking
- Operations management
- Business development
- Team development
- Compliance management
- Staff education and training
- Operational efficiency
- Loan application evaluation
- Account analysis
- Relationship building and management
- Financial product sales
- Staff management
Timeline
Assistant Manager
Prospera Credit Union
07.2018 - Current
Financial Services Manager
Prospera Credit Union
02.2015 - 07.2018
Customer Service Specialist
Prospera Credit Union
10.2001 - 02.2015
Various:
Workplace Mental Health Leadership Program
Queens University
Consumer And Residential Mortgage Lending Program
Dalhousie University
High School Diploma -
New Germany Rural High School
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