Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Kassidy Orchard

Summary

Serves as a trusted advisor, building lasting client relationships by consistently exceeding expectations and delivering solutions that align with their unique financial goals.

Overview

12
12
years of professional experience

Work History

Everyday Banking Advisor

ATB Financial
08.2020 - Current
  • Provided comprehensive financial advice and solutions to clients.
  • Built strong client relationships and grew portfolio.
  • Leveraged active listening and provided tailored recommendations.
  • Successfully supported direct sales of financial products.
  • Demonstrated strong knowledge of digital banking solutions.
  • Possessed in-depth knowledge of retail banking products.
  • Independently processed client transactions with accuracy.
  • Collaborated with colleagues to achieve shared goals.
  • Demonstrated a strong work ethic and a commitment to professional growth.
  • Made sound credit decisions, ensuring accuracy and minimizing risk.
  • Efficiently prioritized and managed high-volume workloads, meeting service level agreements.

Information Management Coordinator

ATB Financial
01.2018 - 08.2020
  • Continually analyzing Records and Information Management Program and work with departments to modify as required to meet business functions;
  • Daily investigation and problem solving skills required in the administration of records received
  • Provides quality control on records received
  • Manage destruction of annual records enterprise wide
  • Administrator of BOX & Kofax
  • Collaboration with internal and external partners as required
  • Update Imaging Guide with new processes as required
  • Organized to handle multiple email queues
  • Adaptable to project work as needed
  • Growth mindset with continuous improvement processes

Barista

Second Cup
06.2013 - 12.2018
  • Provide exceptional customer experience
  • Professionally dealt with customer questions and concerns
  • Create a positive team atmosphere and welcoming customer environment
  • Collaborate on coffee specials; new ideas and implement within the store

NAIT
06.2017 - 08.2017
  • Landscape maintenance for the NAIT
  • Maintained equipment

City of Fort Saskatchewan
06.2015 - 08.2016
  • Landscape maintenance for the City of Fort Saskatchewan
  • Maintained equipment

Education

High School Diploma -

John Paul II Catholic High School

MacEwan University

Skills

  • Credit Analysis
  • Digital Literacy
  • Residential Mortgage Lending
  • Time Management
  • Critical Thinking

Accomplishments

  • ATB Quarterly Award Recognition
  • EBA 2 & 3 EFSU Graduate
  • ATB 101 Program

Languages

English
Full Professional

Timeline

Everyday Banking Advisor

ATB Financial
08.2020 - Current

Information Management Coordinator

ATB Financial
01.2018 - 08.2020

NAIT
06.2017 - 08.2017

City of Fort Saskatchewan
06.2015 - 08.2016

Barista

Second Cup
06.2013 - 12.2018

High School Diploma -

John Paul II Catholic High School

MacEwan University

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Kassidy Orchard