Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kathy Mcgriskin

Trent Lakes,ON

Summary

Proven Sales Associate at Kawartha Lifestyles, adept in customer service and sales expertise, significantly enhancing store visual appeal and customer engagement. Excelled in teamwork and collaboration, fostering repeat business through exceptional people skills. Mastered multi-tasking and problem-solving, ensuring efficient transaction handling and adherence to financial policies.

Overview

2006
2006
years of professional experience

Work History

Sales Associate

Kawartha Lifestyles
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.

Personal Banking Representative

CIBC
01.1995 - 11.2005
  • Increased customer satisfaction by providing personalized banking solutions and exceptional service.
  • Resolved customer complaints in a timely manner, maintaining professionalism while addressing concerns empathetically.
  • Conducted regular financial reviews with clients to identify their needs and recommend appropriate banking products.
  • Educated customers on digital banking tools, leading to increased adoption of online and mobile services.
  • Enhanced branch reputation by consistently delivering excellent customer service experiences across diverse demographics.
  • Created customized financial plans for individual clients based on their goals while incorporating risk tolerance assessments.
  • Participated in community events as a representative of the bank, fostering goodwill within the local area.
  • Ensured compliance with bank policies and regulations during all customer interactions.
  • Managed a portfolio of high-net-worth clients, strengthening relationships through proactive communication and tailored financial advice.
  • Supported the achievement of sales targets by actively promoting special promotions and incentives.
  • Facilitated loan application processes for personal clients, guiding them through requirements documentation completion to approval stages smoothly.
  • Initiated follow-up calls with existing customers regularly, resulting in higher retention rates.
  • Contributed to branch growth through cross-selling and upselling of bank products and services.

Education

Grade 13 Diploma -

Eastdale Collegiate
Oshawa, ON
06.1985

Skills

  • Customer Service
  • Teamwork and Collaboration
  • Time Management
  • Problem-solving skills
  • Multi-tasking strength
  • Problem-Solving
  • Excellent people skills
  • Exceptional customer service
  • Sales expertise
  • Upselling

Accomplishments

  • Increased productivity number% by implementing several process improvements.
  • Design - Responsible for creative design for prominent project.

Timeline

Personal Banking Representative

CIBC
01.1995 - 11.2005

Sales Associate

Kawartha Lifestyles

Grade 13 Diploma -

Eastdale Collegiate
Kathy Mcgriskin