Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

MELISSA GALLANT

O'leary,PE

Summary

Dedicated and results-driven financial services officer in providing exceptional client service and delivering tailored financial solutions. Proficient in analyzing financial data, assessing client needs and recommending appropriate products and services to enhance financial well-being. Strong knowledge of investment strategies, loan processing, and regulatory compliance, coupled with excellent communication and interpersonal skills. Proven track record of building lasting clients relationships and driving sales growth.

Overview

25
25
years of professional experience

Work History

Office Manager

O'Leary Cavendish Farms Arena- Upwest Sports
08.2023 - Current
  • Overseeing stock levels, ordering new products, and ensuring that popular items are readily available
  • training and supervising staff to provide exceptional customer service
  • addressing customers inquiries, complaints, and returns to ensure customer satisfaction
  • Analyzing sales data to identify trends and opportunities for improvement
  • implementing promotional strategies to boost sales
  • Handling cash management, including daily cash deposits and reconciliations

Financial Services Officer

Provincial Credit Union Ltd.
10.2022 - Current
  • Assists members in identifying their financial needs and provides tailored solutions in mortgages, loans and investments
  • Processes mortgage and loan applications, conducting thorough assessments of clients financial situations to determine eligibility and risk
  • Educate members on investments

Member Service Representative II

Provincial Credit Union Ltd.
03.2020 - 10.2022
  • Gave support to member service representatives which includes training and finding outages
  • Resolved escalated member service issues
  • Utilized microsoft Excel
  • Composed professional documents in microsoft word
  • prepared and balanced financial reports
  • Managed office treasury operations, ensuring the cash levels adhered to financial guidelines and organizational policies.
  • Conducted regular audits of cash handling

Member Service Representative

Evangeline-Central Credit Union
03.2000 - 03.2020
  • Ability and understanding of various computer programs and position related operating systems such as word, excel
  • Provides leadership, training and supervision to new and casual employees to support them in their roles.
  • Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Coach

Volleyball Team - Junior High
09.2020 - Current
  • Promoted sportsmanship values among athletes, fostering a positive competitive atmosphere within the team environment.
  • Boosted player confidence through personalized training sessions and continuous feedback.
  • Collaborated with other coaches to share best practices, techniques, and insights for overall program improvement.
  • Developed strong relationships with players'' families to encourage support and involvement in their athletic growth.

Supervisor

A.D. Stewart & Co Ltd.
06.1999 - 08.1999
  • Provided instruction, coaching and motivation to all employees during the shift
  • Checked job sites for accuracy, quality and to ensure that all specifications for the project were met
  • Managed payroll

Education

Accounting Technology -

Holland College West Prince Campus
Tignish, PE
01.2000

High School Diploma -

Westisle Composite High School
Elmsdale, PE
01.1998

The Credit Union System -

Dalhousie University
Halifax, NS
01.2016

Skills

  • Financial Knowledge
  • Analytical
  • Communication
  • Sales
  • Problem solving
  • Attention to detail

Languages

English
Elementary

Timeline

Office Manager

O'Leary Cavendish Farms Arena- Upwest Sports
08.2023 - Current

Financial Services Officer

Provincial Credit Union Ltd.
10.2022 - Current

Coach

Volleyball Team - Junior High
09.2020 - Current

Member Service Representative II

Provincial Credit Union Ltd.
03.2020 - 10.2022

Member Service Representative

Evangeline-Central Credit Union
03.2000 - 03.2020

Supervisor

A.D. Stewart & Co Ltd.
06.1999 - 08.1999

Accounting Technology -

Holland College West Prince Campus

High School Diploma -

Westisle Composite High School

The Credit Union System -

Dalhousie University

Similar Profiles

CREATE PROFILE
MELISSA GALLANT