Amy Rees Email & Phone Number

Edmonton, Ab, Ca

Sherwood Park, Alberta, Canada

Became comfortable using multiple insurer platforms. Completed regulator training and certifications including General Insurance Level 1 License as well as working towards my CAIB. Provide insurance advise and solutions to provide peace of mind and reduce risk exposure. Maintain clear and detailed customer notes and transaction records in EPIC. Look for new opportunities and referrals for additional lines of business from existing clients. Consistently exceed monthly and quarterly targets.

Sherwood Park, Alberta, Canada

Alberta, Canada

Learnt a multitude of Servus specific computer programs to support and perform required day to day duties.Completed regulator training and certifications including Investment Funds in Canada [IFIC] and Personal Financial Sales Advisor [PFSA] in order to provide a wholistic Financial Advisor experience to my members. Built strong personal connections with Servus members to uncover their financial needs, help them create and follow through with plans to better their financial fitness and reach their goals; may they be short or long term. Achieved high level corporate sales targets as well as branch and individual goals by setting up a streamline appointment and follow up system that included setting clear expectations and follow up timelines for my members. Contributed to a positive work environment by creating genuine connections with my coworkers and management team. Mentored and coached Financial Advisor Trainees and Customer Service Representatives. Performed senior management opening and closing duties while providing management level support to all other team members. Consistently excelled in creditor insurance sales being recognized as the top performer in our district in Q1 of 2022. Appointed as the Anti-Money Laundering Representative for our branch and as such created and lead engaging and informative monthly meetings.

Edmonton, Alberta, Canada

Managed and maintained a three story walk up, fifteen unit, apartment building.

Edmonton, Alberta, Canada

Oversaw the daily operations and ensure store and storage setup creates flow and ease of access for smooth and effective operation. Motivated sales teams, create business strategies, develop promotional material. Responsible for ordering all required food, beverages and products used as well as creating and tracking purchase orders. Prepared work schedules and manage employee’s payroll. Performed all aspects of management including producing job postings, interviewing, hiring, training, coaching, scheduling, developing my employees to move into other roles in the organization and when required termination

Alberta, Canada

Communicated compliance expectations including rules, regulation, and best practices and hold all team members at my various branches accountable to those standards. Provided informative meetings and regular coaching to branch staff of all levels. Work closely with Branch Managers to ensure team members and all branch documentation is always “AUDIT READY”. Checked for adherence to operation rules, regulation and best practices in daily branch duties including but not limited to open and closing procedures and all cash handling operations. Created and utilize excel spreadsheets for tracking and follow up purposes. Created and clearly communicated a work schedule to ensure that all the branch I was responsible for received the support they needed. Supported my branches through both internal and external audits.

Edmonton, Alberta, Canada

Managed a customer service staff between 7-13 people. Performed all aspects of management including producing job postings, interviewing, hiring, training, coaching, scheduling, developing my employees to move into other roles in the organization and when required termination. Responsible for senior open and closing duties, ensuring all safe cash handling practices were followed. Provide reporting and input during weekly management meetings. Spearhead exciting and engaging sales campaigns and staff challenges.

Edmonton, Alberta, Canada

Assisted clients with their day to day financial needs while looking for additional opportunities to grow their holdings with TD. Appointed as business banking customer service representative shortly after being hired due to speed and accuracy achieved. Responsible for junior opening and closing duties as well secure desk cash handling. Provided peer coaching for new Customer Service Representatives. Appointed audit readiness representative for service team and as such was responsible for ensuring clear communication of all regulation changes and there impact to day to day services.

Edmonton, Alberta, Canada

Managed the day-to-day food and beverage operations of the hotel including the Hospitality Suite, nightly wine tasting, banquet spaces, room service & all other food & beverage offerings. Responsible for ordering all required food & beverages used in the hotel as well as creating & tracking purchase orders using YARDI accounting for those orders. Prepared work schedules and manage employees in ezLabor program for payroll. Responded to guest trends, needs, issues, comments and problems to ensure a quality experience and enhance future sale prospects.

Edmonton, Alberta, Canada

Organized and maintained the standard procedures of the Sales & Catering offices. Sold and detail all outside catering. Appointed the Key-Op for the configuration, installation and training of all hotel staff for use of Opera Sales & Catering system. Created and maintained a more efficient filling system allowing for increased sales for repeat clients.

Edmonton, Alberta, Canada

Completed daily cash procedures as well as opening and closing the restaurant. Organized and planed all large parties and events including creating and selling set menus. Performed continual configuration and updating of Micros system. Completed weekly invoice coding. Supervised service staff, implemented and enforced standards and procedures. Recommend and implemented the installation a configuration process of Open Table allowing for online reservations which increased overall reservations and sales.

Edmonton, Alberta, Canada

Planned and executed lessons for various ages and ability levels including private lessons for deaf, special needs children and adults with fear of water.

Hospitality Managemnt Diploma, Hospitality Administration/Management

Investment Funds In Canada [Ific]

Personal Financial Sales Advisor [Pfsa]

Food Sanitation Hygiene Certification

Business Administration And Management, General