Jeremiah Jordan Tomchak
The Pas,MB
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
4
4
years of professional experience
Work History
Member Service Representative
Westoba Credit Union Ltd.
12.2021 - 06.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled complaints with prompt, courteous service to uphold professional reputation.
- Educated and engaged customers with new bank products and services.
Financial Consultant
Westoba Credit Union Ltd.
06.2022 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Assistant Manager
Tri Family Health
09.2019 - 12.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
Education
High School Diploma -
Margaret Barbour Collegiate Institute
The Pas, MB06.2021
Skills
- Banking Operations Support
- Appointment Scheduling and Confirmation
- Telephone Reception
- Loan Counseling
- Understanding Customer Needs
- Membership Inquiries and Renewals
- Credit Card Applications
- Delinquency Notifications
- Advising and Coaching
Timeline
Financial Consultant
Westoba Credit Union Ltd.
06.2022 - Current
Member Service Representative
Westoba Credit Union Ltd.
12.2021 - 06.2023
Assistant Manager
Tri Family Health
09.2019 - 12.2021
High School Diploma -
Margaret Barbour Collegiate Institute
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