Photography, avid reader of books, journaling, kayaking, yoga
Terrilyn Sawitsky
Saskatoon,Saskatchewan
Summary
Conscientious and dependable with a full comprehension of the integrity of confidentiality. Organized and dependable while successful at managing multiple priorities with a positive attitude. Dedicated and efficient employee expertly completing assigned tasks with focus on quality, while maintaining professional appearance and demeanor. Quick-learning team player with effective communication skills. As my education was completed years past, I have been consistent with keeping my skills for accounting up to date through the positions I have been employed.
Overview
21
21
years of professional experience
Work History
Financial Advisor - Member Contact Centre
Conexus Credit Union
10.2017 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction to harbour customer loyalty and establishment of long-term accounts.Assisted clients with budgeting and cash flow management.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Mentor for onboarding employees, volunteer for internal procedural improvement committees, volunteer for social committee for employee morale and involvement with Conexus.
- Adhere to security procedures as they relate to the position; AML Training
- Multi-faceted role assisting clients with online banking, loan assistance, investment assistance, banking card issues and issuance.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Applied effective time management techniques to meet tight deadlines.
- Investigated and resolved customer inquiries and complaints quickly, while applying effective time management to meet tight deadlines.
Co - Business Owner
KARTTRAK GO KARTS
08.2003 - 12.2021
- Advertising (promoting our business through traditional and innovative channels)
- Daily running of operations (opening, closing, collect cash)
- Bookkeeping (daily cashouts, banking, payroll, accounts payable, bank reconciliations)
- Data entry - daily upkeep of accounting records
- GST, PST, Source Deduction, T-4 calculations and payments
- Staffing - scheduling, hiring and firing of employees
- Year End Tax Preparation and Calculations
- Purchase concession stand items, ordering of kart parts.
Member Services Representative
NEW COMMUNITY CREDIT UNION
10.2015 - 09.2017
- Process cash-related transaction such as: deposits, withdrawals, loan and utility payments, managers trust cheques, foreign exchange, and cheque cashing
- Balance transactions and the cash drawer on a daily basis
- Adhere to security procedures as they relate to the position; AML Training
- Provide information on the full range of products and services
- Guide members through online and mobile banking procedures
- Provide access to safety deposit boxes and maintain related records
- Process member requests for account updates, balances, cheque orders, statements, account opening and closures
- General Ledger transactions and balancing
- Process transactions through CU Connect, scan memberships and daily transactions through DOXIM, Branch Capture scanning.
Bookkeeper
CALORIES BAKERY AND RESTAURANT
09.2003 - 06.2009
- Daily cashouts (count money, prepare deposits, daily data entry)
- Daily Banking Responsibilities
- Payroll preparation and payment
- Bank and credit card reconciliations
- Accounts Payable and Receivable
- GST, PST, Source Deduction, T-4 preparation and payment
- Data entry with SimplyAccounting Software
- Year End Tax Preparations.
Restaurant Manager
08.2007 - 02.2009
- New staff training and developing of existing staff, motivating and encouraging staff to achieve high level of service, and coordinating staff scheduling
- Implementing and instilling company policies, procedures, and ethics
- Handling customer complaints and inquiries
- Oversee specialty catering orders; co-ordinate with kitchen, prepare and deliver specialty orders
- Meet and greet customers and organizing table reservations
- Help to retain professional working environment to maintain restaurant reputation.
Education
Business Administration Diploma -
Saskatoon CompuCollege - School of Business
Saskatoon, Saskatchewan11.1989
Accounting And Computers Diploma -
Saskatoon CompuCollege - School of Business
Saskatoon, Saskatchewan11.1989
Skills
- Excellent communication skills developed through retail, service industry, and business ownership
- Proficient computer skills (Microsoft Excel, Word, and Publisher, Google Docs, SimplyAccounting, QuickBooks)
- Cash Flow analysis acquired from volunteer treasurer positions
- Business Development skills obtained through business ownership with proficiency in sales and marketing
- Highly critical thinker with effective research skills
- Exceptional leadership skills developed through work experience
- Flexible team player who prospers in a fast-paced work environment
- Interpersonal and relationship building skills
References
- Blaine Burns,
- Halyna Heisler,
- Laurie deMontigny, #2 - 1391 98th Street, North Battleford, Saskatchewan, S9A 0M1, (306) 937-7038, lauriedem@sasktel.net
Volunteer Experience
- Volunteer for Ukrainian Patriot - volunteer at the information booth answering questions about the War in Ukraine and how Ukrainian Patriot supports the people and soldiers of Ukraine
- Holy Cross Music Parents Association - Fundraising Co-ordinator / Treasurer
- St. Philip School Council member / Treasurer
- Volunteer and participant in Saskatoon CIBC Run For A Cure
- Volunteer canvasser for the Canadian Diabetes Association
- Volunteer with Girl Guides of Canada - Aurora District
- Former member of the Busting With Energy breast cancer survivors dragon boat team
Interests
Timeline
Financial Advisor - Member Contact Centre
Conexus Credit Union
10.2017 - Current
Member Services Representative
NEW COMMUNITY CREDIT UNION
10.2015 - 09.2017
Restaurant Manager
08.2007 - 02.2009
Bookkeeper
CALORIES BAKERY AND RESTAURANT
09.2003 - 06.2009
Co - Business Owner
KARTTRAK GO KARTS
08.2003 - 12.2021
Business Administration Diploma -
Saskatoon CompuCollege - School of Business
Accounting And Computers Diploma -
Saskatoon CompuCollege - School of Business
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