Karley Mews
Paradise,NL
Summary
A positive, motivated professional with a strong background in banking, financial planning, customer support, and client relations. With more than 5 years of experience, there is a constant desire to build new skills and take on new challenges.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Banking Advisor
Royal Bank Of Canada, RBC
03.2023 - Current
- Service over 100 clients to conduct routine banking transactions.
- Provide tailored advice to clients to meet financial goals.
- Conduct deep discovery conversations to uncover client needs.
- Debt management and solutions
- Collaborating with various partners to provide full-picture advice.
Insurance Advisor
Sun Life Financial
07.2022 - 03.2023
- Determine client needs and financial situations through fact-finding discussions.
- Evaluate individual customer needs and financial situations to propose recommendations.
- Complete applications and renewals for various insurance policies.
- Prospect through face-to-face contact, telephone conversations and email correspondence.
Senior Automotive Accountant
O'Neill Automotive Group
02.2022 - 05.2022
- Oversee banking transactions and make daily deposits for 5 companies within the group.
- Process weekly payroll using PayWorks.
- Oversee Accounts Receivables to ensure timely collection of payments from clients.
- Reconcile monthly bank statements.
- Posting of daily journal entries.
Customer Service Representative & Data Entry Clerk
FedEx
06.2020 - 02.2022
- Provide primary delivery support for customers in rural areas.
- Track customer service cases and updated customer account information to maintain records.
- Data entry for various package coding and delivery.
- Collect payments of customer accounts for duty and delivery charges.
- Collaborate with smaller delivery companies to service clients across the island.
Education
Bachelor of Business Administration -
Memorial University of Newfoundland
St John’s, NL12.2021
Business Management Diploma - Accounting
College of The North Atlantic
St. John's, NL04.2020
High School Diploma -
Mount Pearl Senior High
Mount Pearl, NL06.2016
Skills
- Financial Services
- Banking Expertise
- Accounting Knowledge
- Customer Relationship Management
- Opportunity Spotting
- Business Prospecting
- Communication
- Problem-solving Abilities
Certification
- Mutual Funds License - [March 2023-Present]
- Life, Accident & Sickness License - [October 2022-June 2023]
References
Ms. Darlene Traverse
Accounting, O'Neill Automotive Group
709-325-6342
Ms. Lori Green
Customer Service Representative, FedEx
709-746-8490
Mr. Dennis Dober
Accounting Instructor, College of the North Atlantic
709-834-3693
Ms. Sharise Lahoda
Government of Canada
709-325-5154
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
03.2023 - Current
Insurance Advisor
Sun Life Financial
07.2022 - 03.2023
Senior Automotive Accountant
O'Neill Automotive Group
02.2022 - 05.2022
Customer Service Representative & Data Entry Clerk
FedEx
06.2020 - 02.2022
Bachelor of Business Administration -
Memorial University of Newfoundland
Business Management Diploma - Accounting
College of The North Atlantic
High School Diploma -
Mount Pearl Senior High
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