Experience

Alera Group (GCG Financial)

• Financial Services
• 200 - 300 Employee

• Risk Management Consultant

  • Dec 2017 - Present



Hallberg Commercial Insurors, Inc.

• Insurance
• 1 - 100 Employee

• Insurance Producer

  • Jan 2017 - Dec 2017



BMO U.S.

• United States
• Banking
• 700 & Above Employee

• Senior Customer Advocacy Liaison

  • Jan 2015 - Jan 2017

  • Manage the complaint escalation, resolution and reporting process in accordance to our 14 day Service Level Agreement• Evaluate each unique situation and act as the liaison to ensure that we are in compliance with federal regulations when responding to the clients concerns• Develop, manage and maintain relationships with corporate leaders and specialized lines of business partners to confirm our response to the client’s complaint is in line with the company’s core values• Analyze data to develop resolution for complex customer issues. Strong ability to work multiple projects without losing attention to detail • Works directly with external agencies including Consumer Financial Protection Bureau (CFPB), Office of the Comptroller of Currency and the Better Business Bureau. • Provides guidance to front line employees regarding accurate and consistent entry of customer feedback to ensure adherence to regulations and improvements in customer experience. Show less

• Administrative Specialist

  • Jan 2014 - Jan 2015

  • Initiated CFPB regulated wire requests in compliance with federal regulations • Mitigated potential bank losses by ensuring procedures were followed to avoid duplicate wire transfers. • Liaised between customer/branch bankers and Customer Record Maintenance team in Canada • Provided procedural guidance to bank employees on regulations pertaining to wire transfers • Reviewed 70-120 wires a day for accurate required information based on different various countries requirements Show less

• Assistant Bank Manager

  • Feb 2008 - Dec 2013

  • Worked closely with the Bank Manager to develop strategies on generating new business.• Developed and managed a highly efficient and professional retail sales team of 15 associates that were consistently top performers in our regional division.• Coached staff on how to increase lending portfolio, including the second review of all declined lending files.• Implemented a new coaching strategy with personal bankers on outbound calling that resulted in a 50% increase in face to face appointments. • Worked directly with clients utilizing a consultative sales approach to work with and help grow their business, save for retirement and meet their financial needs through BMO services• Exercised executive and administrative duties regarding bank operations • Improved the branch sales performance and was ranked in the top 10 percentile in the organization for sales effectiveness Show less

• Senior Personal Banker

  • Sep 2001 - Feb 2008

  • Assessed clients’ banking needs by establishing strong relationships and helped them reach their financial goals through placing them in the solutions that met their needs. • Worked closely with mortgage representatives, financial advisors, business bankers and bank executives to broaden banking relationships • Established several outside referral sources through networking and local organizations