Jade Hewitt Email and Phone Number

Assisting our employees with their banking needs such as investments, lending, and daily banking transactions. Providing pro-active advice to them and their families in order to improve their financial wellness and assist them in reaching their financial goals.

In a call centre environment providing financial services, advice, and e-solutions to members, complex consumer lending, complex investment advice (TFSA's, RRSP's, GICs), open new accounts, follow AML policies and guidelines, engaging in meaningful conversations to uncover needs based products and services

Day to day financial transactions, basic financial advise, following AML requirements, engaging in meaningful conversations using M-Power skills to uncover member needs

Business 260 (Organizational Behaviour) and Bus 250 (Human Resources), exam invigilator as well as marking student exams and assignments

Sending lending applications for approval, ordering documents and distributing them to lenders once it has been approved, registering personal property registers for liens, general admin duties requiring the use of Microsoft Office, create customer profiles in company databases

Engaging in cold calls to uncover new sales opportunities, general admin duties requiring the use of Microsoft Office, create and periodically update company social media profiles, monitor engagement on various social media platforms