Summary
Overview
Work History
Education
Skills
Timeline
Generic

SHERI-LEE REID

Paris,ON

Summary


Service professional ready to elevate customer satisfaction and operational efficiency. Recognized for effectively managing client relationships and resolving issues promptly. Known for collaborative teamwork and adaptability in dynamic environments. Proficient in problem-solving and communication.

Overview

10
10
years of professional experience

Work History

Senior Service Representative

YNCU
09.2023 - Current
  • Assisted customers with inquiries, ensuring timely and accurate responses.
  • Provided support in resolving issues, enhancing customer satisfaction and experience.
  • Daily ATM, Recycler and Treasury Balancing
  • Processed wires, US Bank Drafts, issued new member cards, reset Member Direct, assisted members with potential errors on accounts.
  • Trained new hires, ensuring thorough understanding of company policies and procedures.
  • Participated in community outreach events to increase brand visibility and build goodwill within the local area.

Financial Services Representative

YNCU
03.2015 - 09.2023
  • Provided exceptional customer service to enhance member satisfaction and retention.
  • Assisted clients in understanding financial products, ensuring informed decision-making.
  • Processed Term Renewals and Mortgage Renewals
  • Was first contact for Estate processes
  • Opened New Memberships
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.

Education

Legal Transcription

Durham College
Oshawa, ON
02-2021

Legal Studies

Ontario School of Business
Sault Ste. Marie, ON
11-1994

High School Diploma -

Bawating C & CV
Sault Ste. Marie, ON
06-1992

Skills

  • Attention to detail
  • Empathy and patience
  • Goal-oriented mindset
  • Training and mentoring

Timeline

Senior Service Representative

YNCU
09.2023 - Current

Financial Services Representative

YNCU
03.2015 - 09.2023

Legal Transcription

Durham College

Legal Studies

Ontario School of Business

High School Diploma -

Bawating C & CV

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SHERI-LEE REID