Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
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TAYLOR PELKEY

Cornwall,Canada

Summary

Experienced professional dedicated to delivering exceptional administrative support to the Secondary Adminidtration officer.

Professional with keen eye for detail and history of effect . Known for ensuring smooth office operations through effective organization and thorough communication. Proven ability to collaborate with team members and adapt to changing needs, with strong skills in compliance, deadlines, professionalism and time management.

Overview

16
16
years of professional experience

Work History

Insurance Sales Agent

Allstate
04.2023 - Current
  • Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
  • Developed strong relationships with clients through consistent communication and exceptional customer service.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Generated quotes and proposals for clients to match individual needs.
  • Followed up promptly with interested clients to close sales.
  • Streamlined administrative processes, resulting in increased efficiency and enhanced customer experience.

Banking Advisor

RBC Royal Bank
10.2022 - 04.2023
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Assisted in the management of risk by adhering to compliance policies and procedures when interacting with clients.
  • Managed time effectively to handle multiple tasks concurrently while maintaining attention to detail under pressure situations.
  • Supported branch operations by processing transactions accurately and efficiently.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery
  • Managed client records efficiently and securely, maintaining confidentiality and organization.

Personal Banking Associate

TD Canada Trust
11.2018 - 10.2022
  • Advised customers on bank products, and services
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies
  • Modified, opened and closed customer accounts
  • Helped customers open and close accounts, apply for loans and make sound financial decisions
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
  • Maintained optimal financial controls by securing funds and making accurate transactions
  • Met or exceeded sales goals by promoting bank products and services in customer interactions
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling
  • Achieved or exceeded personal sales goals on consistent basis
  • Met with new clients and completed pre-qualification procedures
  • Set up new and regularly serviced existing accounts to bring in maximum revenue
  • Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues
  • Met needs of high net worth individuals looking to manage $150,000 plus in assets and directed them to Financial Planning
  • Reviewed and dispersed Estates
  • Lodged Power of Attorneys
  • Managed client records efficiently and securely, maintaining confidentiality and organization.
  • Worked effectively in fast-paced environments.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Paid attention to detail while completing assignments.

Customer Experience Associate

TD Canada Trust
03.2016 - 11.2018
  • Answered questions quickly and thoroughly
  • Accepted and processed payments, explained charges on customer bills and resolved complex billing issues
  • Utilized consultative selling techniques to educate and offer existing customers additional services to drive sales
  • Improved product knowledge skills to understand customer needs and provide real, effective solutions
  • Handled customer complaints courteously using appropriate techniques, problem-solving skills and follow-ups
  • Redirected complex needs, issues and requests to management
  • Guided customers through troubleshooting, navigating company site and using services
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
  • Handled client inquiries with exceptional professionalism and enthusiasm

Leasing Specialist/Front Desk Receptionist/Collections Agent

Easyhome Ltd
08.2008 - 01.2013
  • Answered phone calls and emails and responded to questions from prospects quickly and effectively.
  • Drove sales performance by implementing effective sales strategies
  • Upheld confidentiality of information to avoid potential client privacy breaches.
  • Implemented client policies to minimize risk exposure while maximizing collections efforts.
  • Negotiated with account holders to devise repayment plans and minimize collections receivables.
  • Counted, balanced and reconciled cash and credit card payments and identified gaps in proper cash-handling procedures.
  • Key holder

Education

High School Diploma -

Cornwall Collegiate And Vocational School
Cornwall, ON
06-2005

Skills

  • Organized
  • Detail oriented
  • Deadline oriented
  • Goal oriented
  • Microsoft Office proficient
  • Strong communication skills
  • Compliant
  • Customer Service
  • Inventory checks
  • Marketing
  • Filing
  • Client confidentiality
  • Cash maintenance
  • Collections
  • Hitting monthly targets
  • Opening duties
  • Closing duties
  • Time management
  • Attention to detail
  • Dependable and responsible
  • Multitasking Abilities
  • Problem resolution

Accomplishments


  • Successful Team Lead at TD for the United Way Campaign
  • TD Tree Days
  • Run for Women
  • Proud supporter of the LGBTQ Community

References

References upon request

Timeline

Insurance Sales Agent

Allstate
04.2023 - Current

Banking Advisor

RBC Royal Bank
10.2022 - 04.2023

Personal Banking Associate

TD Canada Trust
11.2018 - 10.2022

Customer Experience Associate

TD Canada Trust
03.2016 - 11.2018

Leasing Specialist/Front Desk Receptionist/Collections Agent

Easyhome Ltd
08.2008 - 01.2013

High School Diploma -

Cornwall Collegiate And Vocational School

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