katherine anstett
Walkerton,ON
Summary
Dynamic Financial Services Manager recognized as leader, coach and mentor fostering strong relationships with diverse teams. Recruits, builds, and maintains high-performance team of professionals.
Overview
33
33
years of professional experience
1987
1987
years of post-secondary education
Work History
Financial services associates
Meridian credit union
Port Elgin, Ontario
10.2022 - Current
- Assisted clients with account inquiries and transactions efficiently.
- Processed loan applications and documentation promptly.
- Educated members on financial products and services available.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Analyzed customer requirements and recommended efficient investment products.
- Delivered training sessions on new financial software tools used in operations.
- Collaborated with team members to enhance customer service experience.
- Maintained accurate records of client interactions and transactions.
- Resolved member complaints by providing effective solutions swiftly.
- Supported compliance efforts by ensuring adherence to regulatory standards.
- Advised clients on the best investment options available based on their individual needs and objectives.
- Assisted in preparing presentations for prospective investors.
- Maintained records of accounts.
- Provided customer service to clients regarding their accounts, investments, and transactions.
- Attended conferences, seminars, and workshops related to investments and finance.
- Managed multiple portfolios with varying degrees of complexity.
- Researched discrepancies in account balances or transactions.
- Participated in training programs designed to enhance knowledge of securities markets.
- Reviewed and updated client financial records.
- Assisted in the preparation of accurate monthly, quarterly, and annual financial statements.
- Analyzed client portfolios for potential risk exposure.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships.
- Maintained strict compliance with all regulatory and ethical standards in financial advisory services.
- Monitored financial market trends to make timely adjustments to investment portfolios.
- Negotiated with financial institutions on behalf of clients to secure optimal terms for financial products.
- Recommended strategies to clients to help achieve financial goals.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Formulated and actualized strategic financial plans across client investment portfolios.
Branch Manager
Northern credit union
Durham, Ontario
10.2017 - 10.2022
- Led branch operations to ensure excellent member service and satisfaction.
- Managed staff schedules to optimize workflow and coverage needs.
- Developed training programs to enhance employee skills and performance.
Financial Advisor
Td
Walkerton, Ontario
05.1993 - 05.2017
- Developed personalized financial plans for diverse client portfolios.
- Analyzed market trends to provide informed investment advice.
- Conducted regular client meetings to review financial progress and goals.
Education
Sacred Heart
Walkerton, OntarioSkills
- Financial analysis
- Client relationship management
- Investment strategies
- Loan processing
- Customer service enhancement
- Regulatory compliance
- Effective communication
- Team collaboration
- Time management
- Check request processing
- Financial accounting systems development
- Business planning
- Financial services
- Sales skills
- Computational skills
- Financial presentations
- Marketing skills
- Strong presentation
- Mathematical inclination
- Estate planning
- Account management
- Financial advising
- Debt management
- Taxation and tax planning
- Investment sales
- Relationship management
- Cost reduction
- Financial accounting
- Asset allocation
- Credit analysis
- Investment principles
- Risk management
- Financial markets
- Cost-benefit analysis
- Customer relationship building
Timeline
Financial services associates
Meridian credit union
10.2022 - Current
Branch Manager
Northern credit union
10.2017 - 10.2022
Financial Advisor
Td
05.1993 - 05.2017
Sacred Heart