Brittany Crowe
Island Lake South,AB
Summary
Energetic and confident team player with 6 years of experience in the financial services industry. Demonstrates exceptional ability to remain composed and focused in high-pressure situations, while utilizing critical thinking skills to achieve innovative task completion. Possesses a resourceful and resilient nature that fuels a strong eagerness to tackle new challenges. Possesses a strong work ethic and takes pride in being a valuable asset to any team.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Scotiabank
02.2023 - 06.2024
- Ensured consistent delivery of exceptional customer service
- Consistently achieved both individual and team sales goals, resulting in branch business growth.
- Assessed clients' individual needs by evaluating their financial position, risk tolerance, time horizon, objectives for use and goals.
- Applied holistic strategies to effectively discover customer needs and offer appropriate recommendations
- Processed various types of financial applications including basic chequing and savings accounts, high-interest savings accounts, TFSA applications, credit card applications, line of credit applications, loan applications, GIC applications, mortgage applications, estate accounts and accounts for youth. Also performed general financial and retirement planning.
- Performed branch keyholder duties by supporting management in the execution of secure opening and closing procedures.
- Assisted service team with ABM and night depository processing
- Assisted service team in shipping and receiving of cash parcels
- Provided outstanding assistance and problem-solving for clients utilizing online banking portal and mobile application
- Spearheaded the promotion of specific banking programs as a branch ambassador
- Achieved continuous professional development by attending relevant courses.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Customer Experience Associate
Scotiabank
09.2022 - 02.2023
- Demonstrated exceptional communication skills to effectively engage with customers
- Performed processing of large transaction volumes independently during peak periods
- Processed various types of transactions including deposits, withdrawals, bill payments, drafts, certified cheques, as well as CRA and Alberta government remittances.
- Processed loan and mortgage payments, loan payoffs, credit card referrals, TFSA contributions and withdrawals, funds transfers to other financial institutions, global transfers and wire transfers
- Offered assistance to customers in understanding and troubleshooting online banking webpage and mobile app
- Enhanced efficiency by consistently processing ABM and night depository.
- Collaborated with team members to ensure efficient handling of cash parcels
- Referred customers to schedule appointment-based investment consults with Personal Banking Specialists and Financial Advisors.
- Collaborated with management to ensure accurate tracking and reconciliation of internal account reporting.
- Sustained prompt and accurate daily balancing of cash drawer according to established procedures.
- Served as a branch ambassador for specific product-related banking programs.
Customer Service Representative
ATB Financial
12.2018 - 08.2020
- Demonstrated strong interpersonal skills by effectively communicating with customers.
- Processed high volume of transactions independently during peak times
- Performed diverse transactional duties involving deposits, withdrawals, bill payments, drafts issuance/certification along with processing remittances for CRA and Alberta government
- Processed loan and mortgage payments, loan payoffs, credit card referrals, TFSA contributions and withdrawals, funds transfers to other financial institutions, global transfers, wire transfers, AGRI-invest contributions and withdrawals
- Facilitated learning process for customers using online banking webpage and mobile app
- Proficiently handled ABM and night depository tasks, ensuring smooth operation of the Cash Dispenser Unit (CDU).
- Supporting coworkers by aiding in the processing and delivery of cash parcels.
- Directed customers to Personal Banking Specialists and Financial Advisors for scheduled investment consultations.
- Supported supervisor and management in the monitoring and reconciliation of internal account reporting
- Maintained compliance with appropriate procedures for daily cash drawer balancing, ensuring accuracy and efficiency.
Education
Business Administration - Entrepreneurship & Innovation
Northern Alberta Institute of Technology (NAIT)
Canadian Investment Funds Course (CIFC) -
IFSE Institute
11.2023
Standard First Aid CPR-C and AED (CSA Intermediate) -
St. John’s Ambulance
10.2022
Skills
- Hardworking
- Fast learning
- Structured
- Organized
- Type speed 60 WPM
- Proficient in English and data entry
- Proficient in using MAC and PC operating systems
- Proficient in using all Microsoft Office products
References
References can be provided upon request
Leadership Experience
- ATB Financial United Way Fundraising Campaign - United Way North Region - October 2019
- ATB Financial Teddy for a Toonie Campaign - Stollery Children’s Hospital Edmonton - August 2019
- Salvation Army Bus - Salvation Army Fort McMurray - December 2017
Languages
English
Native or Bilingual
Timeline
Financial Advisor
Scotiabank
02.2023 - 06.2024
Customer Experience Associate
Scotiabank
09.2022 - 02.2023
Customer Service Representative
ATB Financial
12.2018 - 08.2020
Business Administration - Entrepreneurship & Innovation
Northern Alberta Institute of Technology (NAIT)
Canadian Investment Funds Course (CIFC) -
IFSE Institute
Standard First Aid CPR-C and AED (CSA Intermediate) -
St. John’s Ambulance
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