Lisa-Marie Merrick
Squamish,British Columbia
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
13
13
years of professional experience
Work History
Manager of Financial Services
BlueShore Financial
10.2011 - Current
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Implemented risk management strategies to protect clients'' investments and minimize losses.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Collaborated with cross-functional teams to develop innovative financial products and services.
- Delivered exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Mentored junior staff members on industry best practices and professional development opportunities.
- Identified signs of fraud and took proactive action to protect institutional assets.
- Conducted in-depth audits to review accounts, controls and compliance with sound accounting practices.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
Education
High School Diploma -
Pitt Meadows Secondary
Pitt Meadows, BC06.2001
Skills
- Time Management
- Scheduling
- Staff Training
- Client Relations
- Decision-Making
- Adaptability and Flexibility
- Administrative Recordkeeping
- Relationship Management
- Compliance Assessment
Languages
English
Native or Bilingual
Timeline
Manager of Financial Services
BlueShore Financial
10.2011 - Current
High School Diploma -
Pitt Meadows Secondary
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