Sheila Ward
Chaplin ,SK
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Advisor
Conexus Credit Union
Moose Jaw, SK
04.2000 - Current
- Facilitated member meetings with comprehensive investment and lending strategy planning.
- Conducted detailed analysis of members' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Consulted with members to assess and meet short- and long-term financial goals.
- Promoted business to increase customer base and grow revenue.
- Explained advantages and disadvantages of available financial products to members to help with their financial wellbeing.
- Communicated regularly with members via phone, and email, regarding their financial matters.
- Responded promptly to member inquiries regarding their accounts or other services offered.
- Developed and deepened relationships with new and existing members to advance progress and improve business.
Education
High School Diploma -
Chaplin School
Chaplin, SK06-1993
Skills
- Pipeline Management
- Sales Follow-Up
- Developing Financial Plans
- Relationship Building and Management
- Sales Expertise
- Cash Handling
- Account Performance Reviews
- Risk Assessment
- Financial Advising
- Debt Management
- Increasing Savings
Certification
- Commissioner of Oaths
References
References available upon request.
Timeline
Financial Advisor
Conexus Credit Union
04.2000 - Current
High School Diploma -
Chaplin School
- Commissioner of Oaths
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