Shauna Lum
Grand Forks,BC
Summary
Credit Solutions Officer with strong skills in client relationship management and financial solutions development. Demonstrated ability to enhance customer satisfaction and maintain regulatory compliance. Knowledgeable in CRM software, driving efficiency and effectiveness in client interactions. Dynamic Credit Solutions Officer excelling in client management and compliance enforcement. Proven ability to enhance service delivery and foster strong client relationships, ensuring regulatory adherence and timely issue resolution.
Overview
23
23
years of professional experience
Work History
Credit Solutions Officer
Beem Credit Union
Grand Forks, British Columbia
03.2023 - Current
- Cultivated strong relationships with key clients and stakeholders to enhance account management.
- Resolved member issues while ensuring adherence to regulatory compliance.
- Enforced compliance with regulatory standards and company policies to mitigate risks.
- Processed member transactions accurately and efficiently to maintain service quality.
- Assisted members with account inquiries and service requests, ensuring timely resolution.
- Collaborated with team to improve service delivery methods and operational efficiency.
- Guided team members on task completion within established timelines for consistent performance.
- Participated in management meetings to provide updates on initiatives and progress.
Account Manager
GFCU/Gulf & Fraser/Beem Credit Union
Grand Forks, British Columbia
03.2018 - 03.2023
- Cultivated strong client relationships to boost satisfaction and retention.
- Developed customized financial solutions to meet member needs.
- Coordinated account openings and maintenance, ensuring smooth onboarding for new members.
- Resolved client inquiries promptly to uphold high satisfaction levels.
- Utilized CRM tools to maintain accurate records of client interactions.
- Trained junior staff on effective techniques for account management.
- Collaborated with sales team to implement targeted market acquisition campaigns.
- Analyzed member feedback to refine service offerings and support strategies.
Teller/Member Service Representative
Beem Credit Union
Grand Forks, British Columbia
05.2005 - 03.2018
- Processed customer transactions with high efficiency and accuracy.
- Maintained precise records of daily transactions and cash balances.
- Handled cash deposits and withdrawals with meticulous attention to detail.
- Educated customers on available banking products and services.
- Resolved customer issues promptly while delivering exceptional service.
- Collaborated with team members to enhance branch operations.
- Identified fraudulent activities and reported them to management immediately.
- Utilized knowledge of bank procedures to assist customers effectively.
Assistant Store Manager
Extra Foods
Grand Forks, BC
02.2003 - 05.2005
- Managed daily store operations and staff scheduling to optimize efficiency.
- Oversaw inventory management and restocking procedures for sales floor items.
- Trained team members on customer service best practices and store policies.
- Coordinated promotional displays to enhance product visibility and engage customers.
- Handled customer inquiries and resolved issues to maintain satisfaction levels.
- Monitored cash handling procedures during transactions to ensure accuracy.
- Delegated assignments based on team strengths to maximize service quality.
- Implemented strategic marketing initiatives to drive revenue growth across channels.
Education
High School Diploma -
Stanley Humphries Secondary School
Castlegar, BC06-1985
Some College (No Degree) - Lending/Credit
Dalhousie University
Halifax, Nova ScotiaSkills
- Account management
- Client management
- Account onboarding
- Client inquiry resolution
- Customer service excellence
- Financial development
- Compliance enforcement
- CRM software proficiency
- Documentation reporting
- Time management strategies
- Dynamic problem solving
- Team collaboration techniques
- Effective communication skills
- Satisfaction strategies
Affiliations
Avid golfer, enjoy all outdoor activities and travel.
Timeline
Credit Solutions Officer
Beem Credit Union
03.2023 - Current
Account Manager
GFCU/Gulf & Fraser/Beem Credit Union
03.2018 - 03.2023
Teller/Member Service Representative
Beem Credit Union
05.2005 - 03.2018
Assistant Store Manager
Extra Foods
02.2003 - 05.2005
High School Diploma -
Stanley Humphries Secondary School
Some College (No Degree) - Lending/Credit
Dalhousie University