LESLIE LAWRENCE
SENIOR FINANCIAL RELATIONSHIP ADVISOR
Amherst,NS
Summary
Responsible professional with experience in retail operations, personnel management, and customer service. Proven success in leading high-performance teams and developing customer-centric strategies to push sales and increase customer loyalty. Skilled at driving process and policy optimization, streamlining operations, and utilizing data-driven insights to increase efficiency. Hardworking, highly motivated professional, eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging a seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven, with a passion for growth and efficiency to meet company needs and increase service value.
Overview
23
23
years of professional experience
Work History
Senior Financial Relationship Advisor
Community Credit Union
Amherst, NS
12.2023 - Current
- Delivered exceptional customer service in fast-paced environment, ensuring swift response to customer needs.
- Managed multiple tasks while maintaining adaptability and precision across various responsibilities.
- Supported outreach initiatives to promote membership engagement and enhance community involvement.
- Assisted members with account inquiries and financial services, achieving high satisfaction rates.
- Engaged in ongoing training to enhance skills and remain informed on industry trends.
- Collaborated with team members to develop effective customer service strategies and improve service delivery.
- Performed administrative tasks, including scheduling appointments and filing paperwork efficiently.
- Provided support during new product launches by explaining features, benefits, and usage instructions.
Service Department Manager
Nissan Canada
Amherst
11.2023 - Current
- Managed the service department at Amherst Nissan.
- Responsible for a team of 3 techs, a parts counter, and a service advisor.
- Operate a fast-paced, efficient team and use various programs for warranty work and tracking systems.
- Focus on client satisfaction, problem-solving, and maintaining profitability.
- Coordinated with other departments to ensure efficient workflow across the organization.
- Organized and managed service department operations, including scheduling technicians and tracking customer service requests.
- Monitored team member performance and provided coaching as needed to develop employee skillsets.
- Facilitated cross-departmental collaboration between the Service Department and other business units.
- Conducted regular meetings with staff members to discuss job expectations and evaluate progress.
Loan Specialist
Fairstone Financial
Amherst, NS
11.2022 - 04.2023
- Ensured compliance with all federal, state, and local laws governing lending practices.
- Created marketing materials aimed at increasing sales volume from new business prospects.
- Evaluated customer creditworthiness, analyzed financial data, and determined borrowing capacity.
- Assisted customers in determining which products best fit their needs based on budget constraints.
- Liaised with external agencies such as title companies, appraisers, and insurance providers.
- Reviewed existing loans for potential modifications or refinancing opportunities.
- Processed loan applications, reviewed credit reports, and made loan decisions.
- Met with applicants to obtain information for loan applications and to answer questions about process.
- Ensured that were complete and accurate according to policy.
Store Manager
Group Dynamite - Garage Division
Moncton
04.2003 - 10.2010
- Responsible for managing a team of 6 and a part-time team of 20 in a fast-paced teen clothing store.
- Set sales goals and objectives, maintained inventory and shrink percentage.
- Oversaw merchandising team, motivated sales team, and ensured customer service was a priority.
- Performed daily opening and closing duties such as counting cash drawer contents, reconciling discrepancies, restocking shelves.
- Managed daily operations across multiple retail locations.
- Oversaw scheduling to ensure adequate staffing during peak hours.
- Led cross-functional teams to address operational challenges effectively.
- Fostered a positive work environment through effective communication and support.
- Developed strategies for increasing sales, market share and customer satisfaction.
- Oversaw the recruitment process for new staff members including interviewing and training.
Education
Grade 12 - Academic courses
Dartmouth High School
Dartmouth, NS06.1999
Skills
- Retail inventory management
- Budget administration
- POS systems
- Customer service
- Store merchandising
- Shift scheduling
- Revenue generation
- Operations management
- Personnel development
- Team development
- Employee training
- Loss prevention
- Sales analysis
- Accurate money handling
- Staff meeting leadership
- Documentation and reporting
- Program administration
- Team leadership
- Team motivation
- Customer relations
- Bank deposit procedures
- Policies and procedures
- Multitasking and organization
Timeline
Senior Financial Relationship Advisor
Community Credit Union
12.2023 - Current
Service Department Manager
Nissan Canada
11.2023 - Current
Loan Specialist
Fairstone Financial
11.2022 - 04.2023
Store Manager
Group Dynamite - Garage Division
04.2003 - 10.2010
Grade 12 - Academic courses
Dartmouth High School