Lincoln Young
Financial Services Manager
Kitchener,ON
Summary
Tenacious financial management professional continuously capturing new business with a positive attitude. Connect with customers using relationship-focused approaches. Exceed financial targets with forward-thinking strategies and exceptional business acumen.
Overview
11
11
years of professional experience
Work History
Financial Services Manager
Cambridge Toyota
10.2022 - Current
- Maintained long-term revenue streams with careful management of client relationships, generating repeat business and consistent referrals.
- Closed sales with persuasive communication skills, leveraging the knowledge of consumers, financing, and vehicles to lock in deals.
- Smoothed sales process by accurately handling paperwork and financing.
- Communicated with customers and sales associates positively with particular attention to problem resolution.
Store Manager
Starbucks
01.2022 - 10.2022
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Rotated merchandise and displays to feature new products and promotions.
Store Manager
EB Games
10.2020 - 01.2022
- Awarded 2021 company-wide Store Manager All-Stars award
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Assistant Store Manager
EB Games
11.2019 - 10.2020
Financial Advisor
Meritrust Financial Group
06.2018 - 08.2020
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Insurance Broker
Final Expense Ontario
09.2017 - 06.2018
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of various company insurance products and services to advise customers on appropriate choices.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Credit Analyst
Scotiabank, Global Wealth Operations
01.2017 - 09.2017
- Monitored credit accounts routinely to identify, mitigate issues and prevent losses.
- Generated financial reports to verify risk limits.
- Audited daily margin reports to ensure accuracy, captured equity and requirement changes in accounts and issues margin calls when margin policies have been breached
- Acted as the first point of contact for margin sufficiency before fund movement
Credit Officer
Scotiabank, Global Wealth Management
02.2015 - 01.2017
Senior Foreign Exchange and Interest Officer
Scotiabank, GWI Client Accounting
08.2012 - 02.2015
Education
Bachelor of Arts - Legal Studies Specialization Financial Regulation
University of Waterloo
Waterloo, ON01.2012
Skills
- Financial Advising
- Client Relations
- Active Listening
- Sales Techniques
- Attention to Detail
- Critical Thinking
Languages
English
Native or Bilingual
Cantonese
Professional Working
Mandarin
Limited Working
Interests & About Me
- Thankful Husband and Father of 3 to a beautiful daughter, a wonderful dog and a gentle tortoise
- A loyal Toronto sports fan to our Maple Leafs, Raptors, and Blue Jays
- A Pokemon Collector
- A loyal tourist to the beautiful country of Japan
Timeline
Financial Services Manager
Cambridge Toyota
10.2022 - Current
Store Manager
Starbucks
01.2022 - 10.2022
Store Manager
EB Games
10.2020 - 01.2022
Assistant Store Manager
EB Games
11.2019 - 10.2020
Financial Advisor
Meritrust Financial Group
06.2018 - 08.2020
Insurance Broker
Final Expense Ontario
09.2017 - 06.2018
Credit Analyst
Scotiabank, Global Wealth Operations
01.2017 - 09.2017
Credit Officer
Scotiabank, Global Wealth Management
02.2015 - 01.2017
Senior Foreign Exchange and Interest Officer
Scotiabank, GWI Client Accounting
08.2012 - 02.2015
Bachelor of Arts - Legal Studies Specialization Financial Regulation
University of Waterloo
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