Service Representative Financial Advisor

Marilyn Kripp

**** ****** ** **

Port Hope, Ontario

H: 905-***-****

C: 905-***-****

************@*******.**

Career Objective

To obtain and utilize my experience and leadership qualities in a dynamic and leading financial institution.

Key Skills

ü Effectively building relationships through a collaborative and consultative approach

ü Proven ability of high performance, problem solving and can do attitude.

ü Proven leadership and problem solving skills in my event planning and staffing

responsibilities

ü Excellent communication skills including the ability to develop reports and facilitate meetings

ü Enthusiastic, personable, highly motivated and flexible team leader.

Education and Awards

CSI – IFIC

CSI-Financial Advisor Certification

2 Time Millionaire Club in 2014 – investing over 2 Million dollars for my clients and offering a better solution for their hard earned money.

2 Time Champions Club – Acknowledged for my performance for outstanding results.

Related Experience

TDCT 2001 to present

Financial Service Representative

Responsible for the daily activities of opening and closings of the branch which includes ordering cash, balancing and putting audit measures in place.

Building relationships with both staff and clients through mentorship and recommendations.

Always giving quality and experience to make sure I deliver more than their initial need.

Volunteer Work

Float Your Fanny Down The Ganny

Kinsman Club Volunteer

I BELIEVE AS A TEAM USING EVERYONE’S STRENGTH MAKES US STRONG AND SUCCESSFUL

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