Maintained up-to-date knowledge of company regulations, trends, and best practices to provide informed advice to clients.
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Collaborated with team members to achieve sales targets and improve overall branch performance.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Make daily sales calls, and collection calls.
Open and close branch independently.
While manager is out of the office as the senior Financial service representative I have been trained to handle branch level manager duties such as daily paper work.
Sales Associate
Carters Oshkosh
10.2020 - 08.2021
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.
Prepared merchandise for sales floor by pricing or tagging.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Rotated stock and restocked shelves to maintain product availability and store appearance.
Engaged with customers to build rapport and loyalty.
Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.
Barista
Starbucks
06.2018 - 06.2020
Maintained a clean and organized workspace for optimal productivity and safety.
Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
Contributed to a positive team environment through effective communication and collaboration with colleagues.
Managed time effectively to balance both front-of-house tasks and back-of-house responsibilities during busy periods.
Controlled line and crowd with quick, efficient service.
Operated espresso machines and commercial coffee brewers to create beverages.
Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
Educated customers on coffee offerings, promoting upselling opportunities and enhancing their overall experience.
Supported training efforts for new hires, sharing knowledge of coffee making techniques and customer service standards.
Sales Associate
Giant Tiger
02.2016 - 05.2018
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.
Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Provided lottery and tobacco sales.
Manager
Bentley Leathers
10.2015 - 01.2016
Managed and motivated employees to be productive and engaged in work.
Accomplished multiple tasks within established timeframes.
Maintained professional, organized, and safe environment for employees and patrons.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Onboarded new employees with training and new hire documentation.
Creating schedules.
Ordering store product.
Sales Associate
Bentley Leathers
03.2015 - 10.2015
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.
Prepared merchandise for sales floor by pricing or tagging.
Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction.
Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
Organized in-store promotions and events to increase foot traffic and drive additional sales opportunities.
Education
Certificate - Personal Support Worker
St. John's Ambulance
Moose Jaw, SK
07.2020
High School Diploma -
Lord Beaverbrook High School
Calgary, AB
06.2009
Skills
Financial Product Sales
Goal Setting and Tracking
Cash handling
Working well independently and in group settings
Problem solving
Detail oriented
Customer relationship building
Additional Information
References available upon request.
Timeline
Financial Services Representative
Easyfinancial Services
10.2021 - Current
Sales Associate
Carters Oshkosh
10.2020 - 08.2021
Barista
Starbucks
06.2018 - 06.2020
Sales Associate
Giant Tiger
02.2016 - 05.2018
Manager
Bentley Leathers
10.2015 - 01.2016
Sales Associate
Bentley Leathers
03.2015 - 10.2015
Certificate - Personal Support Worker
St. John's Ambulance
High School Diploma -
Lord Beaverbrook High School
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Financial Service Representative at Easyfinancial ServicesFinancial Service Representative at Easyfinancial Services