Yoselin Perez
Regina,SK
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor 2
Conexus Credit Union
12.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives with mutual fund investments
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Completed loan applications including term loans, lines of credit and mortgages.
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Maintained up-to-date knowledge of product and service changes.
- Developed tailored solutions to meet individual banking needs.
Financial Advisor 1
Conexus Credit Union
08.2022 - 11.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment and lending opportunities, products, and services based on each clients' individual needs.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Business Financial Services Diploma - Banking And Finance
Saskatchewan Polytechnic
Moose Jaw, SK05.2022
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Debt management
- Budgeting advice
- Mutual funds
- Cash Handling
- Loans
- Problem Solving
- Team Work
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Investment Funds in Canada (CSI)
Labour Sponsored Investment Funds Course (LSIF)
Financial Planning 1
Timeline
Financial Advisor 2
Conexus Credit Union
12.2023 - Current
Financial Advisor 1
Conexus Credit Union
08.2022 - 11.2023
Business Financial Services Diploma - Banking And Finance
Saskatchewan Polytechnic
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