Detail-oriented team player adept at performing data analysis and recognizing key problem areas to assist in root cause identification. Exceptionally talented at auditing data on regular basis to provide data integrity and quality.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Servus Credit Union
05.2021 - Current
Increased client satisfaction by providing personalized financial advice and investment strategies.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Collaborated with team members to streamline processes and improve overall client experience.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Streamlined call center processes for improved efficiency and reduced wait times.
Managed approximately 100-120 incoming calls while working at the call centre on a daily basis
Data Integrity Manager
Seradiva Inc.
11.2019 - 04.2021
Maintained accuracy of records by verifying accuracy of data in records.
Provided excellent customer care by responding to inquiries and requests for information.
Provided document and data control services to team players while ensuring data integrity across platforms as per company policies and procedures.
Communicated with customers and vendors positively with particular attention to problem resolution.
Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
Enhanced customer satisfaction levels by implementing an effective feedback system and addressing concerns promptly and efficiently.
Improved record accuracy by meticulously reviewing and updating files in a timely manner.
Provided outstanding customer service by promptly responding to requests for information or assistance from both internal and external stakeholders.
Improved database integrity by regularly updating records to ensure relevancy and accuracy of information.
Branch Manager
Easy Financial Services
05.2017 - 11.2019
Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Developed high-performing team through targeted recruitment, training, and performance management initiatives.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Established proactive monitoring systems to detect potential data integrity issues before they escalated.
Played an active role in the onboarding process of new employees and provided mentorship, ensuring a smooth transition into their respective roles within the data integrity team.
Contributed significantly towards maintaining the confidentiality, integrity, and security of sensitive organizational data through robust privacy policies implementation.
Financial Services Representative
Easy Financial Services
12.2015 - 04.2017
Increased client satisfaction by providing tailored financial advice and investment recommendations.
Streamlined financial processes for improved efficiency and reduced errors in transactions.
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Collaborated with team members to achieve sales targets and improve overall branch performance.
Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
Education
Post-Baccaleurate Diploma - Human Resource Management
Thompson River University
Kamloops, BC
04.2015
Bachelor of Science - Business Administration
Delta State University
Delta State, Nigeria
11.2005
Skills
Candidate Pipeline Management
Client Relations
Data Security
Presentation Skills
Data organization
Data Management
Candidate Sourcing
Complaint resolution
Active Listening
Problem-solving abilities
Team Development
Timeline
Financial Advisor
Servus Credit Union
05.2021 - Current
Data Integrity Manager
Seradiva Inc.
11.2019 - 04.2021
Branch Manager
Easy Financial Services
05.2017 - 11.2019
Financial Services Representative
Easy Financial Services
12.2015 - 04.2017
Post-Baccaleurate Diploma - Human Resource Management