Sheri McGillivray
Grand Forks,BC
Summary
Resilient Commercial Account Manager offering over 22 years providing superior customer service to commercial and retail credit union members. Managed workflow to provide efficient, timely and accurate processing of all Credit Union products. Interacted effectively, utilizing good communication skills, cooperating purposefully and providing guidance to achieve business goals of Credit Union.
Overview
23
23
years of professional experience
Work History
Commercial Account Manager
Beem Credit Union Dba GFCU Savings
03.2014 - Current
- Currently manage growth, development and maintenance of profitable commercial loan portfolio which includes granting new and renewed mortgages, operating lines of credit, term loans, temporary overdrafts, letters of credit and other related commercial banking products and services.
- Interview members to determine needs and analyze risk/reward by conducting variety of commercial underwriting functions including analysis of loan proposals, business plans and financial statements.
- Grants new and renewed commercial credits within lending authority and provides next level of authority with recommendations for approval or decline.
- Primary resource for developing and building relationships with new and existing business members including cross selling of Credit Union's retail products.
- Monitors margined accounts and takes appropriate actions as needed.
- Monitors commercial delinquency, tasks and collection responsibilities.
Account Manager
GFCU
04.2009 - 03.2014
- Manage growth, development and maintenance of retail loan portfolio.
- Granting personal mortgages, loans and lines of credit within lending authority and recommending for approval or decline in excess of lending authority to next level of authority.
- Promoting and cross selling Credit union's retail products including RRSP's, RRIF's , TFSA's, RESP's and referring to Wealth Management.
Member Service Representative
GFCU
06.2004 - 04.2009
- Assisted new and existing members with opening new personal and business memberships along with term deposits, RRSP's, RRIF's, Safety Deposit Boxes and Night Deposit Services.
- Working in call center answering members inquiries, booking appointments with appropriate staff, looking after banking needs and offering knowledgeable and educated responses to diverse members questions.
- Member services which included foreign exchange transactions, wire transfers, online/telephone banking and credit card services
Teller
GFCU
07.2001 - 06.2004
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, accurately while minimizing wait times.
Education
First Year University Transfer
Cariboo College
Kamloops, BCProfessional Development Skillsoft Courses
CuSourse
Fellow of The Credit Union Institute of CA (FCUIC)
Credit Union Institute of Canada
Dalhousie University10.2022
Accredited Business Lender (ABL)
Credit Union Institute of Canada
Dalhousie University10.2016
Skills
- Relationship Management
- Financial Analysis
- Ability to work independently
- Problem solving and time management skills
- Exercise sound judgement
Timeline
Commercial Account Manager
Beem Credit Union Dba GFCU Savings
03.2014 - Current
Account Manager
GFCU
04.2009 - 03.2014
Member Service Representative
GFCU
06.2004 - 04.2009
Teller
GFCU
07.2001 - 06.2004
First Year University Transfer
Cariboo College
Professional Development Skillsoft Courses
CuSourse
Fellow of The Credit Union Institute of CA (FCUIC)
Credit Union Institute of Canada
Accredited Business Lender (ABL)
Credit Union Institute of Canada
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