Kelsie Wilkins

The investment specialist role that I am currently in has taught me how to help Serve and Provide our members with holistic advice through a telephone solution. since joining Affinity I started as a member service representative, 5 months later I moved over and joined the Wealth Advisory Team. A virtual Team is something i have never been apart of due to us helping members all over the province, this role has helped me grow as I was trained all virtually, I have learned how to reach my goals and Targets constantly through time management and learning quickly to help me be successful in my role. Through my time on the Wealth Advisory Team i have completed my Personal financial Services Advice Certificate, Responsible investment Specialist Certificate along with Labour Sponsored Investment Funds Course Certificate.

• Utilize advanced analytical tools to assess potential investments, increasing accuracy in decision-making processes.
• Improve team productivity by implementing effective time-management strategies and prioritizing tasks according to urgency.
• Increased client satisfaction by providing tailored investment advice.
• Enhance customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
• Hold meetings with customers to review and update accounts.
• Mentor junior staff members by sharing insights into best practices for managing client relationships.
• Develop strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
• Participate in professional development opportunities such as workshops, seminars, and conferences to stay current on industry best practices.
• Recommend appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
• Collaborate with internal teams to develop innovative investment strategies, enhancing client portfolios and driving growth.
• Manage a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
• Advise clients on tax-efficient investing strategies to optimize their overall wealth management plan.
• Contact potential clients to pursue sales and gather funds.
• Educate clients on potential risks and rewards associated with various investments.
• Develop and maintained strong relationships with clients to maximize satisfaction.
• Analyze financial needs of clients and developed tailored strategies to meet goals.
• Advise clients on investments, retirement .

The Banking Advisor role required myself to wear many hats and carry out many responsibilities. These included taking care of the front as a client Advisor if some one is on holidays, along with manager responsibilities when the manager is away. Achievements: nominated and selected as top performer with in 6 months of being with RBC. Nominated and selected for gear for growth with in my first 8 months. Completed my IFIC certificate as well while working full time. through RBC. I enjoyed working at the Royal Bank and helping deal with clients and their needs. Here are some day to day tasks that my role consisted of:

• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
• Reaching set out goals for number of appointments and client contacts as outlined by branch manager.
• Providing loan advice and doing loan applications for clients.
• Opening up various accounts from personal and business accounts.
• Advising clients of Digital channels offered at RBC to make sure financial needs can be met at home, or when branch is closed
• Giving solutions when a problem is to arise and finding a resolution.
• Time management for my self, schedule calender for meetings, and to call out and reach clients to book appointments. complete any courses that need to be completed to become proficient in my role.
• Involving financial partner's that would benefit the clients needs.
• Traveling to other branches to help cover vacation for branch managers.
• Day to day cash transactions as a client advisor.
• Opened, closed and updated accounts for customers.
• Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
• Manage escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
• Provided advice on different bank products and financial options.
• Volunteering in the community

Main position was Secretarial along with doing some book keeping for the smaller business clients. Through my short time working at Horizon Business Solutions, I was taught main book keeping duties, and found it very enjoyable. To be completed by dates were set out and always met. Left due to traveling to Eastend when living in Shaunavon. Here are a the duties that I completed day to day:

• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments.
• Communicated proactively with supervisors, immediately explained issues and teamed on appropriate solutions.
• Greeted guests in with friendliness and professionalism.
• Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
• Recorded expenses and maintained accounting records in sage 50
• Managed inventory, placed orders and handled payment for office supplies.
• Worked closely with manager to provide effective assistance for specific aspects of business operation.
• Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
• Provided clerical support to 2 company employees by copying, faxing and filing documents.
• Responded to emails and other correspondence to facilitate communication and enhance business processes.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.

My role at CFL Trucking consisted of two roles. One i was the face of the office, two was to dispatch loads to drivers and set up load times with the farmers/grain elevators and terminals. dispatched seven drivers at the time. Scheduled the loads for the week. covered the office when owner was away or on holidays. Many duties as office administrative and dispatcher duties included:

• Responded to over 7 or more daily caller requests with information about assistance and timeframes.
• Evaluated and adjusted over 6 routes based on daily needs, available workers, traffic hazards and weather conditions.
• Processed orders, ordered bulk pick sheets, processed and printed invoices and created invoices on the excell program. Checked daily driver log's.
• Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Monitored all company tire inventory to ensure stock levels and databases were updated.
• Filed, photo copied and faxed ,emailed in invoices
• Provided and completed invoices on the program excell
• In charge of office inventory and ordered supplies
• Reported to main dispatcher/ owner in regards to loads and how operations were running.

starting in 2012 I began my career as a customer Service Representative, quickly i moved up from my part time role into full time Customer Service representative with in my first year I was awarded with top Customer service representative with in the southern market. After one year of being with CIBC I was offered the position of branch manager. I stayed in the role for one year until I went on Maternity leave. When I returned, i stepped back down to a client service representative full time. Many of my job duties were:

• Exceeded goals through effective task prioritization and great work ethic.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Served customers in a friendly, efficient manner following outlined steps of service.
• Introduced clients to available online resources and services to increase convenience.
• Called existing and prospective customers to evaluate desires and offer many financial offers and options.
• Managed receptionist area by greeting visitors, responding to telephone and email inquiries and providing information for in-person requests.
• Trained new personnel regarding company operations, policies and services.
• Assisted customers in depositing and withdrawing cash.
• Ordering and receiving cash
• Opening/ closing branch
• Keeping track of treasury and making sure balanced at the end of each day
• Went to and supported CIBC run for a cure two years in a row.