Summary
Overview
Work History
Education
Skills
computer skills
Timeline
Generic

Morgan Salewski

Sudbury,Ontario

Summary

Enthusiastic, self-motivated, and reliable client service professional with over 10 years of experience in the service and banking industry. Experienced Financial Services Representative with a strong understanding of sound judgment and industry knowledge necessary for assisting clients with their financial decisions. Focuses on meeting client needs and expectations by utilizing a wide range of lending and investment tools. Demonstrates exceptional communication skills, including active listening, to deeply understand each situation and respond accordingly. Committed to continuous learning and taking on responsibilities, resulting in rapid advancement in every role, particularly at Northern Credit Union. Seeking future employment opportunities to further enhance expertise and embrace challenging experiences.

Overview

11
11
years of professional experience

Work History

Financial Service Representative

Northern Credit Union
04.2022 - Current
  • Conduct scheduled meetings with clients to discuss their financial needs and goals
  • Collect and analyse pertinent information to offer investment options that align with clients' financial situations
  • Release collateral on paid off loans, including preparation of discharges
  • Completing and reviewing mortgage applications and documentation are in compliance with federal laws and regulations
  • Discussing options with clients for refinancing their current loans or selecting new loan terms that best meet their financial goals
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Assist with day-to-day operations, working efficiently and productively with all team members.
  • Works effectively in fast-paced environments.

Member Experience Representative

Northern Credit Union
11.2021 - 04.2022
  • Provided customers with in-depth knowledge of bank service and explained best practices
  • Assisted customers in open and close checking accounts, requesting credit cards, and securing personal loans
  • Performed withdrawal, loan application, and bank deposit transactions.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
  • Communicated with clients and customers to gather, provide and share updated information on products and services.

Bar Manager/Bartender

J's RoadHouse
05.2019 - 11.2021
  • Responsibilities included opening and closing the restaurant, specialty drinks, takeout orders, discounts
  • Prepare weekly schedules for staff to adequately cover all shifts
  • Provide for coverage in case of employee absence and adjust staffing as necessary to meet business demands
  • Monitor inventory of beverages to ensure adequate stock is maintained and to prevent excess pours or abuse by staff.

Waitress

St. Louis
02.2019 - 08.2019

Serving patrons from the time they arrived till their meal was finished.

Waitress/ Shift Supervisor

Wacky Wings
11.2014 - 02.2019
  • Welcomed patrons to a clean and friendly environment
  • Performed all aspects of waitress duties such as discussing menu options with customers, taking and completing all food and drink orders, processing payments; all in a courteous and timely manner.
  • Maintained clean and welcoming dining environment, ensuring a positive guest experience.
  • Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.

Server/Bartender

Top Hat Billiards/Smokey BBQ Pit
05.2013 - 01.2015
  • Greet and take customers' orders; responsible for cash activities including taking money, making change and cash count
  • Understand and adhere to all quality standards, formulas and procedures.

Education

Business Administration-Human Resources Yr. 1 -

Seneca College
04.2017

Practical Nursing Yr 1 -

Sault College
04.2015

Health Office Administration Support -

Sault College
12.2013

Practical Nursing Yr 1 -

Sault College
04.2013

Ontario Secondary School Diploma -

St. Basil Secondary
Sault Ste. Marie, ON
05.2012

Skills

  • Friendly, Positive Attitude
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving

computer skills

Proficient at Words, Power Point and Excel

Timeline

Financial Service Representative

Northern Credit Union
04.2022 - Current

Member Experience Representative

Northern Credit Union
11.2021 - 04.2022

Bar Manager/Bartender

J's RoadHouse
05.2019 - 11.2021

Waitress

St. Louis
02.2019 - 08.2019

Waitress/ Shift Supervisor

Wacky Wings
11.2014 - 02.2019

Server/Bartender

Top Hat Billiards/Smokey BBQ Pit
05.2013 - 01.2015

Business Administration-Human Resources Yr. 1 -

Seneca College

Practical Nursing Yr 1 -

Sault College

Health Office Administration Support -

Sault College

Practical Nursing Yr 1 -

Sault College

Ontario Secondary School Diploma -

St. Basil Secondary
Morgan Salewski