- Volunteering for community initiatives to give back to local communities and make a positive impact
- Experimenting with different creative mediums, like Acrylics, Watercolours, and Mixed Media, to expand skills and techniques
- I have a passion for photography and editing photos
KAREN ALBIN
Courtenay,BC
Summary
Strong interpersonal skills have led to lasting relationships and success in team settings. Proven track record of delivering results with an emphasis on ethical standards. Utilized my passion of learning to maintain necessary skills.
Overview
19
19
years of professional experience
Work History
Sales and Service Representative
Canadian Western Bank / National Bank
01.2024 - 03.2025
- Providing excellent customer service.
- Maintaining large cash counts.
- Handling routine financial transactions such as deposits, withdrawals and issuing bank drafts.
Customer Account Representative
GM Financial
09.2022 - 08.2023
- Problem solved loan issues with GM Customers
- Provided options for satisfactory resolutions
- Facilitated inbound and outbound calls while adhering to strict regulatory guidelines in both Canada and the US
Activity Aide
Victorian Order of Nurses
01.2022 - 01.2023
- Traveled to clients homes to assist in a respite capacity
- Implemented beneficial programs to stimulate mental and physical well being
- Documented observations and progression of clients
Administrative Assistant
RBC Dominion Securities
01.2019 - 01.2022
- Worked with broker team in organizing IT data for projects
- Organized files to meet with compliance requirements
- Input current data into client files
Compliance Clerk
Kawartha Credit Union
01.2018 - 01.2019
- Reviewed new account opening documents
- Assisted branches with compliance questions regarding new accounts
- Assisted corporate office in gathering necessary audit information
Receptionist/Office Worker
The Peterborough Art School
01.2017 - 01.2018
- Administered registration for art classes and camps
- Performed Sales/Customer service for the gallery/store
- Responded to inquiries and queries for Art School
Branch Administrator
CIBC Wood Gundy
01.2012 - 01.2017
- Assisted Branch Manager with branch's regulatory requirements for audit purposes and successfully passed 3 audits/assessments
- Ran the operational functions for the Peterborough branch in alliance with the branch manager
- Supervised the human resource component for non-commissioned staff in our branch. This included hiring staff, overseeing their supervision, and performing periodic reviews
Account Manager, Personal Banking
CIBC
04.2006 - 03.2012
- Advised and oversaw client's portfolios, with investments more than 150K
- Utilized a holistic approach when working with the client's financial needs
- Worked as a team member with branch to achieve corporate objectives
Mutual Fund Control Officer
CIBC
04.2006 - 03.2012
- Acted as Co-compliance Branch Manager, MFDA licensed, in 14 separate branches in Calgary
- Monitored investments for adherence to regulatory laws and procedures
- Reported to senior management in Toronto Head office, informing them of compliance stats, and recommending strategies to improve performance
Senior Financial Service Representative – Small Business
CIBC
01.2006 - 01.2012
- Assisted retail clients, including individuals, students and small business owners, with their bank, insurance, investment and credit needs
- Supplied business expertise to the branch and staff
- Provided back up coverage for branch manager when he was absent from his role
Education
Business Administration - Accounting
Durham College
Oshawa, ONProfessional Certification in Bookkeeping
Coursera
Online04-2025
Skills
- Interpersonal skills
- Customer service skills
- Data entry proficiency
- Strong organizational abilities
- Time-management abilities
- Accurate
- Initiative
- Team Player
- Communication skills
Hobbies and Interests
- Acrylic painting
- Reading
- Cooking
- Travelling
Prior Work Experience
Public Accounting and Investment Industry (1995-2006)
Interests
Timeline
Sales and Service Representative
Canadian Western Bank / National Bank
01.2024 - 03.2025
Customer Account Representative
GM Financial
09.2022 - 08.2023
Activity Aide
Victorian Order of Nurses
01.2022 - 01.2023
Administrative Assistant
RBC Dominion Securities
01.2019 - 01.2022
Compliance Clerk
Kawartha Credit Union
01.2018 - 01.2019
Receptionist/Office Worker
The Peterborough Art School
01.2017 - 01.2018
Branch Administrator
CIBC Wood Gundy
01.2012 - 01.2017
Account Manager, Personal Banking
CIBC
04.2006 - 03.2012
Mutual Fund Control Officer
CIBC
04.2006 - 03.2012
Senior Financial Service Representative – Small Business
CIBC
01.2006 - 01.2012
Business Administration - Accounting
Durham College
Professional Certification in Bookkeeping
Coursera
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