Service Representative Mail Carrier

Juanita Hodder

**** ******** ********, ******** ****, NL A2V 0A9

Phone: 709-***-**** Email: *******@*******.***

Profile

Over 25 years’ experience in the banking industry. Successfully passed Mutual Funds exam in November 2008 with the Investment Funds in Canada (CSI). Strong interpersonal skills, attention to detail, highly adaptable and committed to lifelong learning. Exceptional professionalism, committed to the highest standards of client satisfaction, reliable and complete tasks efficiently. Dedicated member of a team and as equally confident in my ability to work independently. Ability to take initiative and make sound decisions.

Highlights of Qualifications

Financial Skills

Specialized knowledge of investments, small business, and other banking needs

Proactive as a custodian for cash and securities

Prepare and complete money transactions, loans, renewal investments, mortgages, and mutual fund files

Prepare client files for consultation and identifying gap analyses of investment products

Experience posting and balancing transactions related to cash holdings and maintaining cash and coin required to meet client needs

Knowledge of and experience in maintaining confidential documents and arranging specialist to advise on financial solutions

Office Administration Skills

Experience in interacting with external service providers such as lawyers, the Canadian Mortgage and Housing Corporation, and Canadian Mortgage Insurance agencies

Completed work in a timely fashion to adhere to strict deadlines

Monitor daily items for upcoming renewals (ie. Mortgages, RRSP products, etc.) and processing referred clients

Experience in building and maintaining contacts and the booking of appointments

Manage the filing of client files

Customer Service and Communication Skills

Experience providing sales support to Account Manager

Promote banking products and services

Accurately record, remember and verbally communicate detailed information

Deal with customer complaints with tact and diplomacy and resolved conflict

Computer Skills

Experience with and knowledge of programs such as Windows, Microsoft Office suite of products, Key in technologies and others

60 words per minute typing speed

Professional Experience

Simms Financial Services Limited October 2021

Financial Associate

Newfoundland and Labrador Credit Union, Labrador City, NL

Member Service Advisor November 2019 – September 2021

Spark the Energy Credit Union, Fort Saskatchewan, AB May – October 2019

Financial Advisor

CIBC, Smoky Lake, AB December 2018 – May 2019

Financial Advisor

TD Canada Trust, Gander, NL April – November 2018

Financial Advisor

Scotia Bank, Gander, NL November 2016 – January 2018

Small Business Associate

Scotia Bank, Glover town, NL October 2016

Customer Service Representative

Canada Post, Eastport, NL February – September 2015

Mail Carrier

CIBC, Various Locations 2008 – 2014

Financial Service Representative

CIBC, Williams Lake, BC 2006 – 2007

Financial Service Associate for Small Business

Education

CUNA Mutual Group, Business Development Sales Training, Labrador City, NL 2016

CIBC, Retail Banking Curriculum (Section 1, 2, 3) 1996

Veterinary Nursing, Hounslow Borough College of England 1987

Reference

Available Upon Request

Contact this candidate