JENNY ROSE IMPRESO
Vancouver,British Columbia
Summary
Results-driven financial professional with extensive experience in retail banking, customer relationship management, and financial product sales. Adept at identifying opportunities to match clients with tailored financial solutions that enhance their financial fitness. Proven ability to exceed sales targets, build long-term client relationships, and provide outstanding financial advisory service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Finance Manager & Executive Assistant
Autism Today Foundation
01.2025 - Current
- Manage financial operations, including budgeting, financial reporting, and cash flow management using QuickBooks
- Support executive decision-making through financial analysis and forecasting
Front-End Cashier
Real Canadian Superstore
11.2023 - Current
- Provide exceptional customer service by engaging with clients, handling transactions, and resolving concerns efficiently
- Ensure accurate processing of financial transactions using Point of Sale (POS) systems
Account Assistant
Land Bank of the Philippines
03.2022 - 08.2023
- Developed strong relationships with clients, assisting with loan applications, underwriting, and investment needs
- Identified opportunities to provide tailored financial solutions that aligned with customer goals
- Assisted in compliance with regulatory requirements, ensuring risk mitigation and fraud prevention
Account Officer
United Coconut Planters Bank
08.2018 - 02.2022
- Exceeded sales targets by promoting retail banking services, including credit products, loans, and investment solutions
- Conducted financial needs assessments and recommended appropriate financial products
- Referred clients to Wealth Management and Business Banking teams for specialized services
Senior Sales Associate
Eastwest Banking Corporation
08.2014 - 08.2018
- Consistently exceeded monthly sales targets by cross-selling financial products and services
- Built and maintained client relationships, identifying opportunities to improve financial well-being
- Engaged clients in in-depth conversations to assess financial goals and recommend solutions
Education
Business Management Post-Degree Diploma -
Vancouver Community College
Vancouver, BC01.2025
MBA - Financial Management
Polytechnic University of the Philippines
04.2018
BSc - Financial Management
Far Eastern University
04.2014
Skills
- Financial Product Sales & Advisory
- Customer Relationship Management
- Investment & Retail Banking Services
- Business Development & Marketing Campaigns
- Credit, Loans & Underwriting
- Risk Mitigation & Regulatory Compliance
- Market Research & Competitor Analysis
- Communication & Interpersonal Skills
- Time Management & Multitasking
Certification
- Anti-Money Laundering and Regulatory Awareness
- Risk Awareness & Compliance
- Client Relationship Management
- Customer Feedback & Service Excellence
Additional Information
Passionate about financial literacy and community engagement., Committed to delivering outstanding member experience aligned with Servus Credit Union's cooperative values., Strong understanding of Alberta's financial market, competitive banking offers, and economic trends.
Timeline
Finance Manager & Executive Assistant
Autism Today Foundation
01.2025 - Current
Front-End Cashier
Real Canadian Superstore
11.2023 - Current
Account Assistant
Land Bank of the Philippines
03.2022 - 08.2023
Account Officer
United Coconut Planters Bank
08.2018 - 02.2022
Senior Sales Associate
Eastwest Banking Corporation
08.2014 - 08.2018
MBA - Financial Management
Polytechnic University of the Philippines
BSc - Financial Management
Far Eastern University
Business Management Post-Degree Diploma -
Vancouver Community College
Similar Profiles
ABDULLAH RAOABDULLAH RAO
Social Worker at Make Someone Smile Today FoundationSocial Worker at Make Someone Smile Today Foundation
Destiny JohnsonDestiny Johnson
RBT 40hr Course at Autism Partnership FoundationRBT 40hr Course at Autism Partnership Foundation
Lauren HaanLauren Haan
Lead Intensive Behavior Interventionist at Turning Pointe Autism FoundationLead Intensive Behavior Interventionist at Turning Pointe Autism Foundation