Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

KAREN MACDONALD

Sherwood Park

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

20
20
years of professional experience
1
1
Certification

Work History

CSR 1

Glen Allan Recreation Center
08.2023 - Current
  • Build and maintain positive relationships and excellent communication
  • Strong problem-solving skills with the ability to exercise sound judgement under pressure
  • Reconcile invoices and accept payments, book appointments or classes anything to support our guests
  • Excellent in time management and strong ability to prioritize as needed
  • Help and support all staff members and guests
  • Accept payments and create bookings and invoice.

Senior Financial Advisor/Financial Advisor

Scotiabank
09.2021 - 07.2023
  • Provide a full range of customized financial solutions using a financial planning approach focused on building and maintaining long term relationships
  • Build client comprehensive Advice plus Financial Plans
  • Analyze financial data received from clients to develop strategies for meeting client’s financial goals
  • Primary focus on always going above and beyond and drive opportunities to genuinely help others
  • Take a proactive approach to discovering customer needs to offer customized advice
  • Build customers’ comprehensive financial plans using a holistic approach to help them achieve their goals
  • Develop, retain, and grow the branch business by delivering against individual and team sales goals that support positive customer experience.

Mortgage Associate

Dominion Lending
01.2016 - 01.2020
  • Provided a full range of customized lending solutions using a client first approach focused on building and maintaining long term relationships
  • Built successful and diverse network of referral partners
  • Completed mortgages from application through to funding
  • Took a proactive approach to discovering customer needs to find appropriate lending solutions and lenders that fit best for client.

Administration Lead/Office Manager

Sun Life Financial
01.2005 - 01.2017
  • Took a proactive approach to discover customer’s needs, listened to understand what they were asking for
  • Built strong customer relationships and delivered excellent customer service
  • Handled incoming/outgoing calls, head office requests, emails and client requests
  • Booked appointments and made sales calls
  • Maintained files and office compliance standards
  • Staff coordinator/management/scheduling

Education

Bachelor of Arts in Rec. Admin. -

Red Deer Community College
Red Deer, AB
01.1997

Senior Matriculation High School Diploma -

Westwood Highschool
Fort McMurray, AB
01.1993

Skills

  • Experienced Multi-tasker
  • Retail Experience
  • Performance Oriented
  • Coaching
  • Market Analysis
  • Strong Interpersonal Skills
  • Risk Management
  • Expert Knowledge of Retail Banking
  • Account Management
  • Excellent Communication Skills
  • Interpersonal Skills
  • Customer Service Oriented
  • Customer Focus

Certification

  • Investment Funds in Canada Mutual Fund License
  • Registered Financial and Retirement Advisor
  • Certified Financial Planner (in progress)
  • Mortgage License- AMBA
  • Real Estate Board of Alberta
  • Standard First Aid and CPR Training

Languages

English

References

Detailed Professional References Available Upon Request

Timeline

CSR 1

Glen Allan Recreation Center
08.2023 - Current

Senior Financial Advisor/Financial Advisor

Scotiabank
09.2021 - 07.2023

Mortgage Associate

Dominion Lending
01.2016 - 01.2020

Administration Lead/Office Manager

Sun Life Financial
01.2005 - 01.2017

Bachelor of Arts in Rec. Admin. -

Red Deer Community College

Senior Matriculation High School Diploma -

Westwood Highschool

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KAREN MACDONALD