Savannah Terry
Sechelt
Summary
Knowledgeable Assistant Branch Manger with proven track record in managing branch operations and driving team performance. Successfully implemented process improvements that enhanced customer satisfaction and operational efficiency. Demonstrated leadership and problem-solving skills, consistently fostering collaborative work environment.
Overview
7
7
years of professional experience
Work History
Assistant Branch Manager
Sunshine Coast Credit Union
11.2023 - Current
- Supervise, lead, and mentor branch staff to ensure high performance and professional development
- Conduct regular performance evaluations and provide coaching to staff members
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Address and resolve member complaints or concerns in a timely and professional manner
- Oversee daily branch operations to ensure smooth functioning and compliance with banking regulations
- Manage cash flow and ensure proper vault operations, including cash handling and reconciliation
- Oversee staffing requirements and coordinate with HR for hiring new employees
- Trained and developed new team members in alignment with branch service standards and objectives.
MSR Team Lead
Sunshine Coast Credit Union
01.2023 - 11.2023
- Organizing schedules and monitoring MSR activities to ensure that maximum services levels are being provided to members
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Coaching staff in sales techniques and cross-selling of Credit Union products and services
- Upholding performance standards, identifying opportunities for staff growth and promoting motivation, enthusiasm and making recommendations to management
- Initiating disciplinary procedures as necessary
- Resolving complex problems and member complaints referred by staff to ensure the needs of members and the credit union are met
Member Service Representative I
Sunshine Coast Credit Union
06.2021 - 01.2023
- Daily operations with deposits, withdrawals, bill payments and foreign exchange
- Performed daily opening and closing procedures, including cashbox balancing
- Identified member needs and made appropriate referrals
Manager of Customer Experience
TD Canada Trust
06.2020 - 01.2021
- Provided monthly performance feedback to CEA's in order to address performance gaps and manage performance improvement
- Worked with managers and supervisors to provide a work environment and culture that promotes customer service, staff development and achievement
- Scheduled staff shifts, lunches, breaks and time off in a way that achieves optimum customer service
- Handled customer issues escalated to me by the CEAs and worked quickly to resolve these issues
- Hired, trained and mentored front-line staff
Bank Teller/Lead Customer Experience Associate
TD Canada Trust
01.2018 - 06.2020
- Greeted all customers pleasantly and engaged them in light conversation to facilitate relationships
- Daily operations with cheque cashing, deposits, withdrawals, and foreign exchange
- Ability to identify customer needs and refer financial products and services
- Perform operations providing cashier cheques and money orders
- Prepared shipments to travel to other banks
- Performed the daily opening and closing tasks while following compliance
Education
E-Coaching -
E-Leadership Academy
01.2025
Fundamentals of Financial Planning -
Canadian Credit Union Association
09.2024
E-Leadership -
E-Leadership Academy
01.2024
Certified Freelance Make-Up Artist -
Blanche MacDonald
03.2016
High School Diploma -
Pender Harbour Secondary School
06.2015
Skills
- Financial Services Expertise
- Operations management
- Business development
- Team development
Personal Characteristics
- Works well with others in team environment
- Customer service-oriented
- Master of sales and sales techniques
- Able and willing to learn new things
Timeline
Assistant Branch Manager
Sunshine Coast Credit Union
11.2023 - Current
MSR Team Lead
Sunshine Coast Credit Union
01.2023 - 11.2023
Member Service Representative I
Sunshine Coast Credit Union
06.2021 - 01.2023
Manager of Customer Experience
TD Canada Trust
06.2020 - 01.2021
Bank Teller/Lead Customer Experience Associate
TD Canada Trust
01.2018 - 06.2020
E-Leadership -
E-Leadership Academy
E-Coaching -
E-Leadership Academy
Fundamentals of Financial Planning -
Canadian Credit Union Association
Certified Freelance Make-Up Artist -
Blanche MacDonald
High School Diploma -
Pender Harbour Secondary School
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