Stacie Martini
Castlegar,BC
Summary
Result-driven Financial Service Advisor with a strong background in customer service, financial planning, retail lending and sales. Agile with excellent communication skills and in-depth understanding of financial products and services.
Overview
16
16
years of professional experience
Work History
Financial Service Advisor
Kootenay Savings Credit Union
05.2008 - Current
- Offer competitive personal and business banking solutions and retail financing options.
- Build and establish relationships with members to improve future business opportunities.
- Strengthen member retention through consistent follow-up communications and proactive problem solving.
- Respond to inquiries from members and provide financial advice to drive fiscal growth.
- Increase member satisfaction by providing personalized financial advice and building strong relationships.
- Organized and detail-oriented with a strong work ethic.
- Pays attention to detail while completing assignments.
- Work effectively in fast-pace environments.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Education
Office Administration
Selkirk College
Trail06.1995
Skills
- Account documentation
- Decision-Making
- Financial Services
- Loan Applications
- Excellent Communication
- Fraud prevention
- Problem-Solving
- Time Management
- Continuous Improvement
- Punctual and Dependable
- Know Your Member
- Team building
Timeline
Financial Service Advisor
Kootenay Savings Credit Union
05.2008 - Current
Office Administration
Selkirk College
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