Justine Capano
Bolton
Summary
Dynamic Branch Manager with a proven track record at Momentum Financial Services Group, excelling in achieving sales targets through building client relations and satisfaction. Passion for providing exceptional customer service and helping clients reach their financial goals. Management professional with extensive experience in leading branch operations and maximizing efficiency. Known for fostering collaborative work environment and achieving high-performance results. Reliable and adaptable, with excellent skills in sales and leadership.
Overview
8
8
years of professional experience
Work History
Branch Manager
Momentum Financial Services Group
12.2021 - Current
- Provide a high quality customer sales experience through efficient execution of transactions while educating clients and servicing their financial needs.
- Met strategic goals and sales targets by maximizing opportunities through cross-selling and reviewing staff sales performance while managing debt collection efforts and controlling expenses.
- Achieved a year-over-year revenue growth of 46% in most recent quarter of fiscal year.
- Strengthened relationships with key clients securing long term business and driving revenue.
- Developed a network of contacts and referral business within the community.
- Routinely analyze Profit and Loss statements to manage branch financials including forecasting, expense tracking and adjusted operating income.
- Responsible for overseeing daily branch operations for streamlined efficiency, ensuring timely execution of designated tasks.
- Conduct weekly financials audits to remain compliant with regulatory guidelines and required document retention.
- Evaluate employee performance through monthly reviews and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Protect company assets and customer information by enforcing adherence to all safety and security procedures and company policies including following guidelines for regulations such as AML, PIPEDA and Truth in Lending Act (TILA).
Financial Services Representative
Momentum Financial Services Group
04.2017 - 12.2021
- Conduct financial transactions such as short-term loans, installment loans, check cashing, bill payments, etc.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Completed company coach certification program permitting training and development of new employees.
- Provided excellent customer service, resolving issues promptly and maintaining client relationships.
Education
High School Diploma -
Sheridan College
Mississauga, ONSkills
- Branch operations management
- Customer service
- Coaching and mentoring
- Team supervision
- Business development
- Sales expertise
- Client relationship management
Languages
English
Timeline
Branch Manager
Momentum Financial Services Group
12.2021 - Current
Financial Services Representative
Momentum Financial Services Group
04.2017 - 12.2021
High School Diploma -
Sheridan College
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