Summary
Overview
Work History
Education
Timeline
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Jodi Ferguson

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Years of knowledge / experience in customer service and meeting clients needs, aware of diversity and showing empathy.

Overview

11
11
years of professional experience

Work History

Client Advisor

RBC
07.2024 - 03.2025
  • Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.

Dental Administrative Assistant

Cataraqui Dental Centre
06.2021 - 07.2024
  • Provided excellent customer service by promptly addressing patient inquiries via phone, email, or in-person interactions.
  • Helped patients complete necessary medical forms and documentation. comfortable with Abeldent Software
  • Reduced wait times by quickly greeting patients upon arrival and assisting with the check-in process.
  • Facilitated clear communication between dentists, dental assistants, and patients to ensure optimal care coordination.
  • Prepared and processed patient referrals and transfer requests.

Dental Administrative Assistant

Smile Garden Dentistry
03.2020 - 07.2021
  • Streamlined insurance claim processes for faster reimbursement, submitting claims accurately and promptly.
  • Optimized office workflow by effectively handling incoming calls, messages, emails, and faxes from patients and providers.
  • Facilitated smooth communication between patients and dental staff, addressing concerns and answering questions professionally.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Completed new patient registrations in software to create accurate and comprehensive records.
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
  • Organized and maintained patient chart filing system to promote quick data finding for staff.
  • Coordinated referrals through insurance and other medical specialists and documented details in patient charts.

Client Advisor

CIBC
06.2016 - 03.2020


  • Improved customer loyalty by providing exceptional advisory services and resolving issues promptly.
  • Educated clients on financial topics and best practices.
  • Helped clients make informed decisions about financial future.
  • Assisted clients with budgeting and cash flow management.
  • Informed clients of strategies for reducing debt and maximizing savings.

Guest Services/Team Leader

Scandinave Spa Blue Mountain
10.2013 - 04.2016
  • Enhanced guest satisfaction by efficiently managing front desk operations and addressing customer concerns promptly.
  • Assigned daily job tasks and workloads to 10+ team members, scheduled staff for peak business hours for adequate coverage. Training of new staff in all aspects of role.
  • Proactively communicated with guests to identify their needs and preferences
  • Maintained a high level of professionalism in all interactions with guests, setting an example for the rest of the team,resolved challenging customer complaints with empathy and professionalism, turning potentially negative experiences into a great review experiences


Education

Certificate - Office Administration & Management For Results

Sheridan College
02-2008

Timeline

Client Advisor

RBC
07.2024 - 03.2025

Dental Administrative Assistant

Cataraqui Dental Centre
06.2021 - 07.2024

Dental Administrative Assistant

Smile Garden Dentistry
03.2020 - 07.2021

Client Advisor

CIBC
06.2016 - 03.2020

Guest Services/Team Leader

Scandinave Spa Blue Mountain
10.2013 - 04.2016

Certificate - Office Administration & Management For Results

Sheridan College

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Jodi Ferguson