TRACEY FRY
Langford,BC
Summary
A professional candidate with more than 10 years of experience in a customer focused role. Highly developed organizational skills and extensive experience in people management, leadership, and motivation. Strong interpersonal skills with a focus on sales, client acquisition and retention. Ability to work as part of a team or independently, in a face-paced and dynamic environment. Extremely adaptable, masters new skills quickly and in search of a new, challenging administrative or customer service role.
Overview
11
11
years of professional experience
Work History
Office Administration and Reception
Psychology and Counseling Centre
03.2021 - 05.2023
- Welcomed clients and created a positive first impression of the company;
- Gathered new client information during the initial phone call and meeting, while maintaining confidentiality and providing empathy;
- Answered incoming phone calls, returned missed calls, responded to voicemails/emails and distributed incoming mail in a quick and timely manner;
- Scheduled appointments and maintained calenders for a staff of 10 social workers and psychologists;
- Responsible for completing insurance claims and corresponded with multiple insurance companies on behalf of the providers;
- Managed all incoming doctor referrals while matching them with the correct provider to assist them;
- Managed all client billing and incoming payments from insurance providers.
Client Service Representative/Branch Administrator
Valley Credit Union
11.2014 - 07.2021
- Promoted to Branch Administrator in 2019;
- Enrolled clients in new investment and estate accounts and professionally managed portfolios;
- Responsible for leading and mentoring branch staff to ensure excellent customer service and smooth business operations;
- Managed payroll to ensure timely remuneration;
- Completed annual performance reviews and identified professional development opportunities;
- Led weekly team meeting to focus on employee engagement;
- Managed cash flow and maintained branch compliance.
Client Advisor
RBC Royal Bank of Canada
03.2012 - 08.2014
- Embraced and demonstrated RBC values through each client interaction;
- Provided clients with professional advice, resulting in referrals to both branch sales and career sales teams;
- Provided excellent customer service to create and maintain positive relationships with clients and RBC;
- Trustworthy handling of all types of cash transactions, as well as branch and cash cage opening and closing procedures;
- Completed transactions with an expert skill rating (wires, investigations, and one up referrals)
Education
High School Diploma -
Highland Secondary
Comox, BC06.2005
Skills
- Customer service
- Problem solving
- Attention to detail
- Leadership/Mentorship
- Teamwork
- Accountability
- Highly trainable
Hobbies
- Travelling
- Hiking
- Reading
- Baking
Timeline
Office Administration and Reception
Psychology and Counseling Centre
03.2021 - 05.2023
Client Service Representative/Branch Administrator
Valley Credit Union
11.2014 - 07.2021
Client Advisor
RBC Royal Bank of Canada
03.2012 - 08.2014
High School Diploma -
Highland Secondary
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