Summary
Overview
Work History
Education
Skills
Dates
Languages
Timeline
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KAREN FRAMPTON

KAREN FRAMPTON

Little Britain,ON

Summary

Highly motivated with extensive customer service and sales experience. Qualified financial services professional with 20 years in fast-paced customer service. Personable and professional under pressure. Readily takes on new responsibilities and challenges. Outgoing child caregiver with experience caring for children while providing encouragement and kindness. Expert at guiding playtime, leading exercise activities and teaching rules. Creative planner with gift for keeping children engaged long-term with fun activities.

Overview

17
17
years of professional experience

Work History

Daycare Provider Assistant

3Beans Daycare
09.2018 - 06.2023
  • Supported lead daycare provider in maintaining a safe and nurturing environment for 5 children, fostering positive social interactions.
  • Assisted with development of individualized care plans for each child, addressing specific needs and promoting growth.
  • Contributed to improved parent satisfaction by maintaining open communication channels and providing regular updates on their child''s progress.
  • Promoted healthy eating habits by assisting with meal preparation and encouraging children to make nutritious choices during snack times.
  • Monitored children''s emotional well-being, intervening when necessary to address conflict resolution or provide comfort during challenging situations.

Customer Service Associate

Moneystrat Sucurities Inc
06.2016 - 08.2018
  • Provide assistance and support to Financial Planner.
  • Accurate data entry on investment applications to ensure compliant with Moneystrat Securities Inc. Policies and Procedures.
  • Update client information and perform portfolio analysis for annual review to ensure compliant with clients risk tolerance and investment objectives
  • Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
  • Maintained high level of product knowledge, providing accurate information to customers.

Financial Services Representative

CIBC Retail & Business Banking
03.2013 - 03.2015
  • Provided exceptional client experience or new and existing clients by needs identification through CIBC financial tools
  • Ongoing business planning activities to meet sales and referral targets
  • Proactive initiate phone calls to book meetings with existing clients to identify financial gaps and offer solutions on how to save money
  • Accountable for accurate data entry on credit and investment files to ensure qualification and compliance with CIBC policies and procedures
  • Provided support to service team
  • Ongoing mentor and coach junior staff.

Mortgage Advisor

CIBC Retail Banking
03.2011 - 03.2013
  • Primary objective of growing referral network that will generate CIBC brand mortgage production
  • Develop business relationship with 130 Real Estate agents for purpose of identifying suitable customer prospects, as well as partnering with 7 Retail branches for additional client opportunities in specific or complex situations
  • Proactive prospect for new clients, 25 calls per week, meeting partners and clients on daily basis
  • Forward emails and marketing materials to data list and manage on weekly basis
  • Complete training and development courses to keep up to date on new policies
  • Courses include Builder Construction Mortgage and Underwriting.

Financial Planner, Investment & Retirement Planning

BMO Financial Group
08.2006 - 10.2009
  • Exceed client expectations by providing exceptional wealth management solutions using personalized sales techniques
  • Proactive role focusing on community and seeking out opportunities in increase market share through branches book of business
  • Detail in profiling clients needs to uncover investment and retirement planning solutions.

Education

High School Diploma -

Winston Churhill Collegiate
Toronto, Ontario
01.1979

Skills

    • Customer-oriented
    • High level of accuracy
    • Strong customer relations
    • Extensive knowledge of SEC regulations
    • Exceptional communication skills
    • Excellent work ethic
    • Extremely organized
      • Self-sufficient
      • Practices due diligence
      • Parent Communication
      • Active Listening
      • Patience and Empathy
      • Infant Care

Dates

Canadian Securities Course, 08/2004, Conduct and Practices Handbook, 08/2004, Professional Financial Planning Course, 06/2004, Mutual Funds IFIC, 06/2014, 03/2013, 03/2015, 03/2011, 03/2013, 08/2006, 10/2009, 1979

Languages

English
Full Professional

Timeline

Daycare Provider Assistant

3Beans Daycare
09.2018 - 06.2023

Customer Service Associate

Moneystrat Sucurities Inc
06.2016 - 08.2018

Financial Services Representative

CIBC Retail & Business Banking
03.2013 - 03.2015

Mortgage Advisor

CIBC Retail Banking
03.2011 - 03.2013

Financial Planner, Investment & Retirement Planning

BMO Financial Group
08.2006 - 10.2009

High School Diploma -

Winston Churhill Collegiate

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KAREN FRAMPTON