David Mercer

David Mercer Email and Phone Number

Regional Wealth Management Coach at CU Financial Management @ CU Financial Management
David Mercer's Location
Portugal Cove-Saint Philip's, Newfoundland and Labrador, Canada, Canada
David Mercer's Contact Details

David Mercer personal email

David Mercer phone numbers

About David Mercer

"Every experience is an education that shapes who we are and what we bring to the table."My journey in customer service began in 1998 at McDonald’s, where I learned the importance of hard work, adaptability, and putting people first. Since 2011, I’ve been proud to channel those lessons into a career in financial services. Today, as the Regional Wealth Management Coach with CU Financial Management, I have the privilege of supporting credit union partners across Atlantic Canada.Through every role, I’ve discovered that growth isn’t just about personal achievements—it’s about helping others thrive. Whether coaching credit union teams or fostering deeper member relationships, I’m passionate about contributing to our collective success.

David Mercer's Current Company Details
CU Financial Management

Cu Financial Management

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Regional Wealth Management Coach at CU Financial Management
David Mercer Work Experience Details
  • Cu Financial Management
    Regional Wealth Management Coach
    Cu Financial Management Apr 2023 - Present
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  • Reddy Kilowatt Credit Union
    Financial Services Officer
    Reddy Kilowatt Credit Union Apr 2011 - Apr 2023
    St. John'S Nl
    As a Financial Services Officer with Reddy Kilowatt Credit Union, I provide front line assistance to our members. I advise them about our products and services and find solutions for their financial needs. I also provide operational support to the office. This includes, but is not limited to monitoring accounts that may be overdrawn, technical and website support, graphic design, public relations, communications, marketing, and involvement in employee retention programs.
  • Td
    Customer Service Representative
    Td Sep 2009 - Apr 2011
    Kenmount Road
    As a Customer Service Representative with TD, I provided front line assistance to customers by helping them with financial transactions. I also provided them information about products and services and made suggestions that would help them with their financial goals.
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  • Dicks & Company
    Sales Associate
    Dicks & Company Mar 2009 - Sep 2009
  • Mcdonald'S
    Store Manager
    Mcdonald'S Apr 2005 - May 2008
    As Store Manger, I oversaw total operations of the restaurant. This included all HR functions including recruitment and retention, training, scheduling, conducting employee performance reviews, helping staff set targets and objectives for their growth and development. I also had to motivate the team to work together to achieve sales and service targets as well as other targets pertaining to profitability. Other area I was responsible for was inventory controls and ensuring the restaurant met other budget goals. I also worked with members of the community to help make the restaurant a leader in it's community.
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  • Mcdonald'S
    Assistant Manager
    Mcdonald'S Oct 2001 - Apr 2005
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  • Blockbuster
    Shift Supervisor
    Blockbuster Aug 2001 - Oct 2001
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  • Mcdonald'S
    Crew/Crew Trainer/Team Co-Ordinator/Swing Manager
    Mcdonald'S Aug 1998 - Aug 2001
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David Mercer Skills

Banking Customer Service Sales Credit Consumer Lending Loans Mortgage Lending Financial Analysis Retail Banking Time Management Deposits Customer Satisfaction Microsoft Excel Cash Management

David Mercer Education Details

  • Academy Canada
    Academy Canada
    Business Administration (Marketing, Accounting, Human Resources)
  • College Of The North Atlantic
    College Of The North Atlantic
    Business Management
  • Booth Memorial High School
    Booth Memorial High School

Frequently Asked Questions about David Mercer

What company does David Mercer work for?

David Mercer works for Cu Financial Management

What is David Mercer's role at the current company?

David Mercer's current role is Regional Wealth Management Coach at CU Financial Management.

What is David Mercer's email address?

David Mercer's email address is da****@****ail.com

What is David Mercer's direct phone number?

David Mercer's direct phone number is +170974*****

What schools did David Mercer attend?

David Mercer attended Academy Canada, College Of The North Atlantic, Booth Memorial High School.

What skills is David Mercer known for?

David Mercer has skills like Banking, Customer Service, Sales, Credit, Consumer Lending, Loans, Mortgage Lending, Financial Analysis, Retail Banking, Time Management, Deposits, Customer Satisfaction.

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