Melissa McCrae
Revelstoke,BC
Summary
Strategic and operations-focused General Manager with demonstrated success leading Revy Self Storage through operational refinement, client growth, and process improvement. Brings a strong foundation in financial oversight, compliance, and vendor management, paired with a customer-first mindset. Recognized for taking ownership, improving workflows, and supporting long-term business objectives in a fast-moving environment.
Overview
24
24
years of professional experience
Work History
Census Enumerator
Statistics Canada
Revelstoke, BC
05.2026 - Current
- Conducted interviews to collect accurate demographic data from diverse populations.
- Ensured compliance with data collection protocols and privacy regulations.
- Trained and mentored new enumerators on survey techniques and procedures.
- Analyzed responses for consistency and accuracy, addressing discrepancies promptly.
General Manager
Revy Self Storage
96 Cartier St, Revelstoke, BC
03.2025 - 04.2026
- Oversee daily operations of a multi-use self-storage, commercial office, and warehouse facility, ensuring compliance with safety regulations and company policies.
- Manage industrial property assets and coordinate maintenance, vendors, and heavy equipment operations.
- Streamlined operational processes to improve efficiency, reduce costs, and enhance service delivery.
- Lead budget development, forecasting, and financial reporting to monitor performance and support organizational objectives.
Assistant Organizer
Voila
Penticton, BC
04.2024 - 03.2025
- Assisting clients with packing, unpacking and preparing for moving.
- Home, Office and Business organizing and decluttering.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Welding Apprentice
Valley Comfort Systems (Blaze King)
Penticton, BC
11.2022 - 01.2024
- Interpreted verbal and written instructions from work orders and welding blueprints.
- Welded parts using arc, gas-shielded arc, submerged arc and gas equipment.
- Inspected pieces for defects, measured, and checked with straightedges or templates for compliance with specifications.
- Maintained safety by wearing protective equipment, staying alert and following procedures.
- Prepared for assembly by positioning, aligning and securing parts using tools such as jigs and vises.
Associate Wealth Advisor
RBC Dominion Securities
Penticton, BC
10.2010 - 01.2022
- Prepared and interpreted financial document summaries, investment performance reports, and income projections.
- Managed and updated over 250 client portfolios weekly.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
- Answered clients' questions and inquiries in regard to individual financial plans and strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Facilitated new client onboarding process and investment account setup.
- Presented financial plans and investment recommendations to clients.
- Assisted clients with budgeting and cash flow management.
Manager of Client Care
RBC Royal Bank
Penticton, BC
01.2002 - 10.2010
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Developed new employees and on-going performance assessment of current employees.
Education
Welding Foundation
Okanagan College
Penticton08-2022
Wealth Management Essentials (WME®) - Wealth Management
Canadian Securities Institute (CSI)
04-2016
Canadian Securities Course (CSC®) - Wealth Management
Canadian Securities Institute (CSI)
Conduct & Practices Handbook (CPH) - Wealth Management
Canadian Securities Institute (CSI)
High School Diploma -
Tamanawis Secondary School
Surrey1999
Skills
- High Attention to Detail & Accuracy
- Financial & Operational Reporting
- Microsoft Office & Business Software Proficiency
- Documentation, Compliance & Recordkeeping
- Operations & Property Management
- Client & Account Management
- Process Improvement & Workflow Optimization
- Contingency Planning & Risk Mitigation
- Vendor & Stakeholder Relationship Management
- Calendar, Time & Priority Management
Timeline
Census Enumerator
Statistics Canada
05.2026 - Current
General Manager
Revy Self Storage
03.2025 - 04.2026
Assistant Organizer
Voila
04.2024 - 03.2025
Welding Apprentice
Valley Comfort Systems (Blaze King)
11.2022 - 01.2024
Associate Wealth Advisor
RBC Dominion Securities
10.2010 - 01.2022
Manager of Client Care
RBC Royal Bank
01.2002 - 10.2010
Welding Foundation
Okanagan College
Wealth Management Essentials (WME®) - Wealth Management
Canadian Securities Institute (CSI)
Canadian Securities Course (CSC®) - Wealth Management
Canadian Securities Institute (CSI)
Conduct & Practices Handbook (CPH) - Wealth Management
Canadian Securities Institute (CSI)
High School Diploma -
Tamanawis Secondary School