Jessica Macwan, Ris Email & Phone Number

Edmonton, Alberta, Canada

Edmonton, Alberta, Canada

•Deliver full-service wealth management advice to an existing portfolio of members.•Develop customized solutions and trusted advice to help members achieve their financial goals.•Establish and maintain relationships with members, gathering information relating to their goals and objectives through analysis of their financial situations and providing professional advice to support their wealth management journey.•Enhance the financial well-being of our members by uncovering other financial needs and referring those members to the Business Banking Advisor, Personal Banking Advisor or other partners within Credit Union.

Edmonton, Alberta, Canada

-Use discretion in granting credit and making sound financial decisions and provided advice to members to better their overall financial well-being.-Mutual funds Licensed-Communicate product and service information; utilized fact finding questions and professional responses to address objections.-Provide exceptional service to members at all times while becoming fully conversant with all Products, services, policies and procedures-Recognize, identified and closed sales opportunities-Achieve individual sales and setting monthly professional goals

Edmonton, Canada Area

• Processed and administered RESPs, locked RRSPs, and RRFIs• Acted as a resource to members and assist them in remaining current in corporate policies by providing training and resource material as required.• Reviewed and processed daily, monthly, quarterly report & error reports.• Maintained internal controls , legislations, rules and compliance relative to responsibilities and tasks and policies and procedures • Delivered high quality service and maintain positive working relationship with members as well as maintain a professional, collaborative working relationship will all external contacts • Maintained and balanced the general leger and compile month end reports for accounting

Edmonton, Alberta, Canada

Edmonton, Canada Area

-Analyzed information and prepare plans best suited to individual clients requirements.-Conducted in-depth reviews of new and existing clients’ financial circumstances and future goals to identify their needs, goals and objectives. Meet the needs of clients by offering sound advice that contemplates their total financial situation and life cycle.-Developed long term relationships with clients based on trust and excellent service. Achieved their satisfaction and loyalty.-Ensured compliance with company and regulatory requirements and guidelines.-Able to recognize cross-selling opportunities; complete the sales or refer

Edmonton, Canada Area

Leading a team in providing a superior customer experience - Sales Coaching and mentoring through outbound calling and accompanied client meetings- Driving sales through focused sales meetings and delinquency management and risk management solutions-Reviewed accounts on regular basis to ensure compliance with internal and external policies, guidelines, rules and regulations.-Create, implement and continually reviewed a plan that included strategies designed to help clients pursue their long term goals.-Devised and executed business development strategies to attract and acquire new clients.