Financial services professional
I work in client engagement, sales and operations, with a focus on clear communication, accurate work and practical improvements to how things get done
I have worked in customer-facing, sales and operational roles, and my approach is similar in each: listen carefully, understand the details, and find a solution that aligns with clients needs while maintaining high standards of service.
In financial services, that means having helpful, needs-based conversations while staying accurate and aligned with documentation and policy requirements. In operations, it means understanding how information, systems and teams connect so work keeps moving.
I am currently building on this foundation by developing my knowledge of business systems and process improvement.
CIBC, TB Outbound
Hold needs-based conversations with clients, discuss suitable financial solutions, and take applications through accurate, policy-aligned processes. Look for ways to improve workflows and the client experience.
HGS Canada, for Rogers and Shaw
Handled account questions, billing concerns, service changes and troubleshooting in a contact-centre setting. Worked across multiple systems to clarify customer needs and reach timely resolutions.
Brandt Group of Companies
Coordinated planning and scheduling with purchasing, vendors, sales and shop management, working with inventory, production priorities and supplier communication.
Brandt Group of Companies
Supported shipping, receiving, inventory tracking and order fulfilment, and helped resolve delivery and carrier issues.
Walmart Canada
Helped customers find products and answered their questions, while replenishing merchandise to keep products available.
Capabilities developed across each of my roles.
Happy to connect about roles and conversations in financial services, business operations and process improvement.