Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Mary Jane Wee

Richmond,BC

Overview

11
11
years of professional experience

Work History

Account Manager II

Vancity Savings Credit Union
06.2023 - Current
  • Established lasting relationships with members through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Contributed to team objectives by meeting and exceeding individual targets. Processed 50 loans YTD and met/exceeded almost all targets
  • Committed to continuous learning to promote self growth.
  • Evaluated client needs and developed tailored solutions to increase positive member experience
  • Coordinated with internal teams to facilitate prompt delivery of member requests

Account Manager I

Vancity Blundell Branch
07.2018 - 06.2023
  • • Maintained knowledge of company policies and made recommendations based on member needs
  • • works in a timely and efficient manner to make sure that targets and member expectations are met
  • • provide financial literacy to members as trusted advisor
  • • Assists management by addressing member complaints and providing satisfactory solutions
  • • Built and established strong relationships with members, enabling long-term partnerships

Branch Concierge

Vancity Blundell Branch
10.2017 - 07.2018
  • • Managed member traffic area to allow for seamless hand offs for service
  • • Made sure member gets positive first and last impression of exceptional branch experience
  • • Held meetings to educate branch staff on new materials
  • • Proactively helped front line as needed
  • • Represented branch as CPP Branch lead Engaged with different community partners in terms of Volunteer opportunities, showcase and stage bookings
  • • Served as Digital Lead of branch, orchestrated ways on how to educate members about digital services
  • • Acted as senior FSR whenever needed
  • • Assisted in organizing branch events such as Clothing Drives, Business Workshops, Newcomer events

Financial Services Representative

Vancity Blundell Branch
10.2014 - 10.2017

• Identified member needs and gives best advice within company policy

• Provided solution to member issues in timely manner

• Provided support to front line staff to ensure fast and high standard of service

• Built sustainable relationships and trust with customer accounts using open and interactive communication

• Acted as Senior whenever needed training and coaching new staff

Member Services Representative

Vancity Blundell Branch
09.2012 - 10.2014

• Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints.

• Recorded details of inquiries or complaints to maintain up-to-date records of member interactions and transactions.

• Navigated multiple computer systems and applications and utilized search tools to find information.

• Responded quickly to meet member needs and resolve problems.

Education

Financial Statement Composition

Canadian Credit Union Association
Online
05.2023

Financial Planning II

Canadian Credit Union Association
Online
04.2023

Investment Funds in Canada

Canadian Securities Institute
Vancouver, BC
04.2022

Self-Employed Borrowers

Canadian Credit Union Association
Online
11.2019

CUIC 210

Canadian Credit Union Association
Online
07.2016

Financial Planning I

BCIT
Burnaby, BC
11.2013

Skills

Great Team Player

Excellent Oral and Written Communication

  • Active Listener
  • Detail Oriented
  • Works independently in timely and efficient manner
  • Managing Multiple Tasks

Additional Information

Each One Teach One Certified-2014

CPP Branch Lead 2016

Timeline

Account Manager II

Vancity Savings Credit Union
06.2023 - Current

Account Manager I

Vancity Blundell Branch
07.2018 - 06.2023

Branch Concierge

Vancity Blundell Branch
10.2017 - 07.2018

Financial Services Representative

Vancity Blundell Branch
10.2014 - 10.2017

Member Services Representative

Vancity Blundell Branch
09.2012 - 10.2014

Financial Statement Composition

Canadian Credit Union Association

Financial Planning II

Canadian Credit Union Association

Investment Funds in Canada

Canadian Securities Institute

Self-Employed Borrowers

Canadian Credit Union Association

CUIC 210

Canadian Credit Union Association

Financial Planning I

BCIT
Mary Jane Wee