Jane Smith
123 Anywhere Lane, Waldoville, CA12345
(123) 456-7890
career profile Customer relations and operations manager with 15 years experience in the financial services industry. Handle a variety of managerial and administrative duties to meet the needs of the company and customers.
career history Operations Manager/Customer Service Associate, Doyle and Associates. Toronto, Ontario, Canada
2009 to Present
h Oversee administrative duties such as answering and re-directing incoming calls, sort and distribute mail, and order supplies.
h Lead weekly staff meetings outlining new services and informing staff of procedural changes.
h Trusted to possess security passwords, and combinations to open/close vault. Authorized lockup officer and branch opener.
h Demonstrated good will by coordinating United Way fundraising campaign within branch.
Customer Relations Associate, World Management Concepts. Toronto, Ontario, Canada
2006 to 2009
h Meet with prospective customers to refer accounts, investments, loans and mortgages.
h Recognized for converting single service customers into multi-service customers.
h Assess, analyze, investigate and recommend credit alternatives to clients.
h Underwrite residential mortgage loans, consumer loans and credit cards.
Assistant Branch Manager, World Management Concepts. Toronto, Ontario, Canada
1997 to 2006
h Recruited as Assistant Branch Manager Trainee, and promoted to Assistant Branch Manager within one year.
h Developed sales culture within branch by implementing marketing and cross-selling activities.
h Devised a training procedure for new hires, which streamlined procedures.
h Interviewed, hired and coached new employees to help facilitate branch goals and objectives.
h Provided staff training and guidance in product services and administration.
h Supervised all aspects of Deposit Services Operation.
computers Windows 98 , Word, Word Perfect, Power Point, Excel, Lotus Smart Suite, Data Entry, Internet, E-mail
education B.S., Business Administration Diploma, Humber College, Toronto, Ontario, Canada, 1997