Stacey Lloyd
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Experience Advisor
Connect First Credit Union
03.2020 - Current
- Ensured clients received accurate advice consistently.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Efficiently monitored client engagement with advanced CRM systems while documenting personalized objectives.
- Enhanced customer satisfaction via regular interactions and superior service.
Financial Advisor
CIBC
10.2007 - 03.2020
- Strengthened client connections, promoting confidence and dedication.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Business Computer Specialist -
CDI College
Edmonton, ABSkills
- Analytical thinking
- Time management
- Critical thinking
- Written communication
- Relationship building
- Problem-solving
Certification
Canadian Investment Funds Course
Timeline
Financial Experience Advisor
Connect First Credit Union
03.2020 - Current
Financial Advisor
CIBC
10.2007 - 03.2020
Business Computer Specialist -
CDI College
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