Kary Vellow
Val Caron,ON
Summary
Committed professional with extensive experience at Sudbury Credit Union in roles progressing from Member Service Representative to Supervisor to Data Proofing Clerk. Demonstrated proficiency in computer skills and a dedication to customer service. Strong focus on accuracy and efficiency in daily work as well as fostering positive team dynamics.
Overview
25
25
years of professional experience
Work History
Data Proofing Clerk
Sudbury Credit Union
Copper Cliff, Ontario
05.2013 - Current
- Process clearing transactions and dishonored payments according to internal procedures and federal (Payments Canada) guidelines.
- Balance and post financial transactions relating to products and services members utilize, maintaining confidentiality and accuracy
- Perform troubleshooting and investigative assignments, such as bill payment, ATM traces, and E-transfer searches.
- Scan outgoing clearing cheques for settlement
- Perform clerical assignments using word processing and other software, email and office machines
- Provide branch support and communicate professionally with internal and external contacts.
- Update knowledge on privacy, anti-money laundering and anti-fraud training regularly.
Member Service Representative Supervisor
Sudbury Credit Union
Sudbury, Ontario
05.2001 - 05.2013
- Analyzed members' financial needs and promoted Credit Union products and services
- Opened new accounts and prepared member files
- Supervised front-line staff, and ensured tasks were completed accurately and on time.
- Operated a cash drawer and processed financial transactions as required.
- Maintained privacy and confidentiality of members' personal information
- Coached front-line sales and service performance to encourage continual improvement of staff and contribution to organizational goals
- Monitored front-line interactions with members and provided assistance to resolve complex problems and member complaints when necessary
- Maintained front-line security policies and procedures.
- Responsible for Branch Treasury
- Performed routine accounting and bookkeeping assignments, including preparing reports for management, assisting with performance reviews, and balancing general ledger accounts.
- Performed clerical assignments such as answering phones, booking appointments for Financial Advisors, maintaining branch supplies and credit and investment application processing
Member Service Representative
Sudbury Credit Union
Sudbury
04.2000 - 05.2001
- Promoted and sold credit union products and services, meeting internal sales goals.
- Provided information to members on the full range of products, services, and interest rates.
- Efficiently processed in-branch member financial and non-financial transactions and ensured the accuracy and confidentiality of member information
- Balanced ATMs and personal cash drawer daily
- Provided technical support with regard to debit cards, ATM transactions, and wire transfers.
- Handled member in-person or telephone inquiries then directed calls and queries to appropriate personnel when necessary
- Monitored compliance with organizational security protocols and federal guidelines when interacting with members and processing financial transactions
- Worked with colleagues as a team during busy times by assisting where needed to keep the branch working well and members satisfied
Education
Bachelor of Science - Environmental Earth Science
Laurentian University
Greater Sudbury, ON05-1998
High School Diploma -
Marymount College
Sudbury, ON06-1992
Skills
- Strong Oral and Written Skills
- Thorough and Accurate Work Quality
- Efficient Multitasking
- Proficient Computer Skills
- Self-Motivated and Professional
- Strong Customer Service Skills
References
References available upon request.
Timeline
Data Proofing Clerk
Sudbury Credit Union
05.2013 - Current
Member Service Representative Supervisor
Sudbury Credit Union
05.2001 - 05.2013
Member Service Representative
Sudbury Credit Union
04.2000 - 05.2001
Bachelor of Science - Environmental Earth Science
Laurentian University
High School Diploma -
Marymount College
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