Linda Kaszuba
Calgary,AB
Summary
Knowledgeable professional with strong background in managing branch operations and ensuring consistent customer satisfaction. Demonstrated ability to lead teams effectively and implement strategic initiatives that enhance operational efficiency. Proven expertise in problem-solving and financial management.
Overview
22
22
years of professional experience
Work History
Branch Manager
Connect First Credit Union
03.2024 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Examined customer loan applications for loan approvals and denials.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Assistant Branch Manager
Connect First Credit Union
04.2019 - 03.2024
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Maintained friendly and professional customer interactions.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Financial Experience Advisor
Connect First Credit Union
02.2011 - 04.2019
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Created sales prospects through continuous engagement with both new and current members.
- Counseled members in need of financial advice about loan options and banking services.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Conducted credit evaluations for diverse membership.
- Adhere to compliance guidelines in all member transactions.
- Led ongoing training programs aimed at advancing frontend team's skills and career progression.
Assistant Branch Manager
National Money Mart
01.2007 - 01.2011
- Led a team ranging from four to five personnel.
- Led achievement of business objectives and monthly revenue goals.
- Provided continuous coaching to enhance team productivity and sales.
- Processed and reconciled daily financial paperwork.
- Oversaw payment arrangements and collection efforts in the Northeast district at National Money Mart.
Cash Supervisor & Front Store Merchandiser
Shoppers Drug Mart
01.2003 - 01.2007
- Managed end-of-day and start-of-day cash balances efficiently.
- Provided assistance for customer inquiries.
- Managed product replenishment efficiently.
- Coordinated ordering and reception processes.
- Instructed new employees during onboarding.
Education
Leading Beyond Any Title
SAIT
Calgary, AB04-2024
Commissioner For Oaths
Notaries And Commissioners Act
Calgary, AB11-2013
Mutual Funds License - Canadian Investment Funds
IFSE
Calgary, Alberta01.2013
High School Diploma -
Father Lacombe High School
Calgary, AB06-2003
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Excellent work ethic
- Attention to detail
- Verbal/written communication
- Staff management
- Staff training
Volunteer Opportunities
- Momentum, Rise of the Cash Store Group – Financial empowerment collaborative
- Frog Skin U - Youth Financial Literacy
Qualifications Summary
- Accomplished and results-oriented Branch Manager with a demonstrated track record of meeting business development and revenue generation objectives in demanding settings.
- Proficient in engaging with clients to assess and evaluate their financial circumstances, while formulating strategic solutions to advance their financial planning aspirations.
- Expertise in cultivating relationships that enhance the establishment of a robust member base and contribute to revenue expansion.
- Extensive understanding and experience in retail mortgage and personal lending policies and procedures.
- Recognized for strong leadership and team-building capabilities, with a talent for guiding effective teams in managing customer relationships and delivering investment services.
- Demonstrates a strong focus on detail, coupled with expertise in maintaining adherence to audit and compliance standards.
Languages
English
Full Professional
Timeline
Branch Manager
Connect First Credit Union
03.2024 - Current
Assistant Branch Manager
Connect First Credit Union
04.2019 - 03.2024
Financial Experience Advisor
Connect First Credit Union
02.2011 - 04.2019
Assistant Branch Manager
National Money Mart
01.2007 - 01.2011
Cash Supervisor & Front Store Merchandiser
Shoppers Drug Mart
01.2003 - 01.2007
Leading Beyond Any Title
SAIT
Commissioner For Oaths
Notaries And Commissioners Act
Mutual Funds License - Canadian Investment Funds
IFSE
High School Diploma -
Father Lacombe High School
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