Tricia Wuilleme
Waterdown,ON
Summary
Dynamic member consultant with over 17 years of experience in transaction processing and customer service enhancement. Skilled in resolving member issues promptly and converting leads into sales opportunities, driving branch success and customer satisfaction.
Overview
35
35
years of professional experience
Work History
MEMBER CONSULTANT
FIRSTONTARIO CREDIT UNION
BURLINGTON
03.2008 - Current
- Educated clients on financial products and services available.
- Assisted members with account inquiries and transaction processing.
- Resolved member issues promptly through effective communication techniques.
- Maintained accurate records of member interactions and transactions.
- Collaborated with team members to enhance customer service initiatives.
- Secured new customer accounts through persistent outreach and relationship building. through consistent combination of perseverance, dedicated cold calling, and exceptional service.
- Converted leads into prospects and booked appointments to achieve sales quota.
- Supported branch management with projects related to sales goals or strategic initiatives.
- Attended training sessions for product knowledge updates.
Customer Service Representative
DUCA CREDIT UNION
Burlington, Ontario
03.2004 - 11.2007
- Conducted routine teller transactions
- Resolved customer inquiries through multiple communication channels.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Provided exceptional customer service to ensure customer satisfaction.
- Performed sales and purchases of Metal funds
MEMBER CONSULTANT AND ASSITANT BRANCH MANAGER
FIRSTONTARIO CREDIT UNION
BURLINGTON , Ontario
03.1991 - 10.2003
- Developed strategy to achieve target sales goals.
- Converted leads into prospects and booked appointments to achieve sales quota.
- Assisted members with account inquiries and transaction processing.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Provided support for loan applications and approvals.
- Supervised branch team, providing management with performance assessment suggestions.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Attended training sessions for product knowledge updates.
Education
SECURITY AND MUTUAL FUND LICENSE -
CANADIAN SECURITIES
01-1998
High School Diploma -
LORD ELGIN HIGH SCHOOL
Burlington, ON01-1991
Skills
- Financial education
- Transaction processing
- Customer relationship management
- Sales conversion
- Record maintenance
- Customer service enhancement
- Time management
- Cross-selling proficiency
- Goal-oriented mindset
- Team collaboration
Timeline
MEMBER CONSULTANT
FIRSTONTARIO CREDIT UNION
03.2008 - Current
Customer Service Representative
DUCA CREDIT UNION
03.2004 - 11.2007
MEMBER CONSULTANT AND ASSITANT BRANCH MANAGER
FIRSTONTARIO CREDIT UNION
03.1991 - 10.2003
SECURITY AND MUTUAL FUND LICENSE -
CANADIAN SECURITIES
High School Diploma -
LORD ELGIN HIGH SCHOOL