JENNIFER GARDINER
Cobden,ON
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
17
17
years of professional experience
Work History
Financial Services Representative 2
Northern Credit Union Ltd
09.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted detailed financial reviews for members to sell appropriate products to fit members needs.
- Helped clients plan for and fund retirements using mutual funds and other investment options.
- Presented new and additional products and services to existing customers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Exercised leadership capabilities by successfully motivating and inspiring others
Personal Banking Officer
Alterna Savings
02.2016 - 09.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Helped clients plan for and fund retirements using mutual funds and other investment options.
Client Advisor – Central Teller
Royal Bank
01.2014 - 02.2016
- Responsible for cash ordering and shipments
- Balancing cash blotters foreign and domestic
- Opening and closing of the branch
- Processing personal and Business client transactions
- Proven sales ability in a high sales environment
- Delivering exceptional client experience
- Maintained energy and enthusiasm in fast-paced environment.
Customer Service Representative
HGS
07.2012 - 01.2014
Mortgage Agent
DLC Griffin Financial Group
07.2011 - 08.2012
- Experienced in developing sales/territory plan for prospecting and referral business opportunities
- Responsible to promote and maximize the development and growth of residential mortgage business
- Maintain a high level of security and confidentiality for clients personal information
Inventory Associate
WIS International
01.2011 - 04.2012
Sales Associate
Northern Reflections
10.2010 - 01.2011
General Labour – Production Worker
Southmedic Inc
12.2008 - 05.2010
Customer Service Representative
The Beer Store
06.2007 - 12.2008
Education
Recreation, Sports And Leisure Services
Loyalist College
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Cambrian College
Canadian Investment Founds Course
IFSE Institute
2021
Skills
- Coaching Clients
- Service Promotions
- Financial Product Expertise
- Personal Coaching
- Client Rapport-Building
- Partnering and Relationships
- Referral Generation
Timeline
Financial Services Representative 2
Northern Credit Union Ltd
09.2022 - Current
Personal Banking Officer
Alterna Savings
02.2016 - 09.2022
Client Advisor – Central Teller
Royal Bank
01.2014 - 02.2016
Customer Service Representative
HGS
07.2012 - 01.2014
Mortgage Agent
DLC Griffin Financial Group
07.2011 - 08.2012
Inventory Associate
WIS International
01.2011 - 04.2012
Sales Associate
Northern Reflections
10.2010 - 01.2011
General Labour – Production Worker
Southmedic Inc
12.2008 - 05.2010
Customer Service Representative
The Beer Store
06.2007 - 12.2008
Recreation, Sports And Leisure Services
Loyalist College
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Cambrian College
Canadian Investment Founds Course
IFSE Institute
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