Sherri Tower
Summary
Experienced in resolving member issues, prioritizing high satisfaction levels through strong communication and problem-solving skills. Efficiently addressing member needs, consistently fostering positive relationships and ensuring service excellence.
Overview
21
21
years of professional experience
Work History
Member Solutions Advisor
Tandia Financial Credit Union
09.2020 - Current
- Assisted members with account inquiries, providing accurate and up-to-date information to ensure a positive experience.
- Served as a go-to resource for junior team members who required guidance on company policy or specific procedure execution.
- Enhanced team performance by actively participating in training sessions and sharing knowledge with colleagues.
- Strengthened relationships with members by offering tailored financial advice based on their individual needs and goals.
- Contributed to increased member retention through personalized assistance and prompt resolution of issues.
- Fostered a positive work environment through effective communication, teamwork, and support for colleagues.
- Collaborated with cross-functional teams to improve overall service delivery and streamline processes.
- Promoted a culture of continuous improvement within the team by encouraging feedback-sharing and implementing constructive suggestions from peers or supervisors.
- Maintained compliance with company policies and procedures while handling sensitive customer data securely.
- Developed rapport with customers, building trust and loyalty through consistent professional communication.
- Implemented innovative solutions to address recurring customer concerns, enhancing overall satisfaction levels.
- Managed high call volume effectively, ensuring each member received prompt attention without compromising service quality.
Personal Financial Advisor 1
Assiniboine Credit Union
10.2018 - 11.2019
- I provided a positive member experience by advising and guiding members in achieving and supporting their immediate and future financial needs by providing the right services and products, while contributing to the financial advice center's overall sales and service strategies
- Built long-lasting relationships with clients by providing personalized financial advice and exceptional customer service.
- Was a subject matter expert on Estate processing
Member Service Coordinator
Assiniboine Credit Union
07.2014 - 10.2018
- I provided support to both the sales and services sides of the branch, while providing exceptional customer service to members, while supervising, coaching, and mentoring frontline service staff
- Recommended specific products and services in alignment with individual needs, requirements, and specifications.
- Facilitated member orientation sessions, effectively educating new members on available resources and benefits.
Member Service Representative
Assiniboine Credit Union
11.2010 - 07.2014
- I provided accurate transactional service to members in a friendly and professional manner, while ensuring service standards were exceeded
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Area Store Manager
Boutique Jacob
06.2004 - 11.2010
- As Area Store Manager, I provided support to the 3 stores in the Winnipeg area, while managing one
- Relaying and ensuring clear communication between Head Office, Western Director of Operations, and the stores
- Preparing and presenting employee evaluations
- Recruitment, selection, and onboarding of all levels of the store
- Coaching, training, and motivating all managers to ensure sales plans and key performance indicators were met and resolving any customer service issues that came about
- As Store Manager, I was under the Jacob Connexion brand
- I provided coaching, training, and branding with all staff to ensure a positive work environment and an excellent shopping experience for our customers
- As Assistant Manager, I provided supported the store manager with hiring training of staff, opening and closing functions of the store, shipping and receiving procedures, while providing product knowledge to my coworkers
Education
Human Resources Management -
MCMASTER UNIVERSITY CCE
Hamilton, ON02.2025
Fundamentals of Personal Financial Planning -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
03.2022
Financial Advisor Accreditation Program Tier 1 -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
10.2019
Consumer and Residential Mortgage Lending Course -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
03.2019
Pre-Management Courses -
UNIVERSITY OF WINNIPEG
01.1997
Skills
- Assuming multiple roles and duties
- Evaluating issues
- Developing strategies for success and improvement
- Audience Adaptation
- Providing feedback
- Managing multiple projects
- Leading and motivating others
- Meeting team goals
- Client relationship building
- Exceptional communication
- Customer service excellence
- Financial acumen
Activities
- Facilitated a Business Account Opening Workshop with Assiniboine Credit Union for 2 years.
- Organized and presented at the Wills, Estates and Financial Planning Seminar in October 2019.
- Moved to Ontario from Winnipeg, MB in December 2019.
Timeline
Member Solutions Advisor
Tandia Financial Credit Union
09.2020 - Current
Personal Financial Advisor 1
Assiniboine Credit Union
10.2018 - 11.2019
Member Service Coordinator
Assiniboine Credit Union
07.2014 - 10.2018
Member Service Representative
Assiniboine Credit Union
11.2010 - 07.2014
Area Store Manager
Boutique Jacob
06.2004 - 11.2010
Fundamentals of Personal Financial Planning -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
Financial Advisor Accreditation Program Tier 1 -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
Consumer and Residential Mortgage Lending Course -
CUSOURCE-CANADIAN CREDIT UNION ASSOCIATION
Pre-Management Courses -
UNIVERSITY OF WINNIPEG
Human Resources Management -
MCMASTER UNIVERSITY CCE
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