STEPHANIE KLINCK
Winnipeg,MB
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
14
14
years of professional experience
Work History
Sales Account Assistant
IG Wealth Management
Winnipeg, Manitoba
11.2023 - Current
- Greeted customers and provided assistance with product selection.
- Assisted in the preparation of financial statements and reports, including monthly and annual accounts.
- Processed payments received from customers in an accurate and timely manner.
- Provided administrative support to the finance department, such as filing documents and responding to queries.
- Assisted in preparing tax returns for submission.
Sales Account Assistant
Assiniboine Credit Union
Winnipeg, MB
09.2021 - 11.2023
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Ensured accuracy of all financial documents before submission.
- Posted journal entries into general ledger system on a timely basis.
- Reconciled bank statements transactions on a regular basis.
- Reviewed account balances to identify discrepancies or errors.
- Answered customer inquiries regarding their accounts.
- Generated reports detailing account activity as requested by management or clients.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Member Service Representative
Assiniboine Credit Union
Winnipeg, MB
10.2019 - 09.2021
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Answered member questions about products and services.
- Enhanced member relationships by providing excellent service during each interaction.
- Processed cash and check deposits every day.
- Provided guidance to members on how best to use products or services offered by the organization.
- Audited customer account information to identify issues and develop solutions.
- Handled customer complaints in an efficient and courteous manner.
- Performed cash handling duties such as deposits and withdrawals for members' accounts.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Fleet Manager
Capital Ford Lincoln
Winnipeg Winnipeg, MB
05.2017 - 05.2019
- Successfully increased fleet sales from year to year after establishing the fleet department
- Hands on with ordering vehicles for the fleet inventory
- Establish goals, objectives, and priorities for sales
- Develop relationships with leasing companies to earn their business
- Develop relationships and communicate with customers regarding sales, complaints, and services
- Processing applications for Commercial Financing and Leasing
- Resolved customer complaints regarding sales and service.
Operations Manager
Calmont Leasing, LTD
Winnipeg, MB
07.2013 - 05.2017
- Supervised daily operations of 30 staff in a service, leasing and rental organization
- Establish goals, objectives, priorities for sales, service and rental operations
- Ensured stagey regulations and policies were being followed
- Develop relationships and communicate with customers regarding sales, complaints, and services
- Review and approve budget and expenditures
- Managed warranty repair and service processes
Service Writer
Calmont Leasing, LTD
Winnipeg, MB
11.2010 - 07.2013
- Confer with customer to price information about parts or services rendered
- Keep records of customer interactions and transactions, keeping detail of complaints, comments or actions taken
- Determining charges for services requested, accepted payments or arranged billing
- Handled ordering, billing, and receiving parts
- Handle returns and warranties.
Education
Business Administration
Red River College
Winnipeg, MB01.2007
Skills
- Customer Relationship Management
- Administrative Support
- Proficient in MS Office
- Document Management
- Data Entry
- Account Reconciliation
- Confidential Document Control
- Customer Relations
- Reception Management
- Executive Support
- Filing and Data Archiving
- Client Relations
- Complex Problem-Solving
- Microsoft
Timeline
Sales Account Assistant
IG Wealth Management
11.2023 - Current
Sales Account Assistant
Assiniboine Credit Union
09.2021 - 11.2023
Member Service Representative
Assiniboine Credit Union
10.2019 - 09.2021
Fleet Manager
Capital Ford Lincoln
05.2017 - 05.2019
Operations Manager
Calmont Leasing, LTD
07.2013 - 05.2017
Service Writer
Calmont Leasing, LTD
11.2010 - 07.2013
Business Administration
Red River College
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