Lorena Steeves Email & Phone Number

Fort St John, British Columbia, Canada

Fort St John, British Columbia, Canada

Providing copier, printer and document management for business in Northern BC and Alberta.

Fort St John, British Columbia, Canada

Fort St John, British Columbia, Canada

Leadership• Develop an effective work force to ensure seamless service and superior experience for members.• Lead and mentor direct/indirect reports; oversee performance, goal setting and professional development training.• Recruit and interview prospective employees and make selections in conjunction with Executives/HR.• Work with COO to develop short/long-term departmental goals and objectives; design, recommend and implement policies and programs to meet those goals. Service Delivery• Lead the personal retail advisory, service experience and telephone advisory teams to ensure goals are met in respect to revenues, expenses, member engagement and employee engagement.• Subject matter expert on coaching/observational coaching, skill building, service/change management, referral and advisory activity planning, and performance management.• Collaborate with Marketing to develop appropriate campaigns, sales aids and promotional material. Advisory Solutions• Maintain a high degree of member satisfaction through effective and proactive member engagement.• Identify opportunities and leverage existing technology to create efficiencies and enhance member engagement; Collaborate with technology team members, end users, and other stakeholders in the testing of new and existing technology.• Evaluate operations, procedures and policies to ensure efficiency; make business changes as appropriate.• Recommend best practices, and alternative solutions to enhance the employee and member experience; identify improvement opportunities and manage improvement requests. Relationship Management• Work with departmental management, effectively introduce changes into the department and organization, via change management and internal communications.• Work with COO regarding member issues, effectiveness of programs and to identify the need for new/revised/improved policies.• Manage member complaints in a way that considers the best interest of both the company and the member.

• Additional duties during COVID-19 Pandemic:o Learn new systems/processeso Process CEBA applicationso Assist CERB clients with mortgage/loan deferralso Liaison between departments and memberso Provided coverage for other department/floor Managers • Travel to recruit, sign up and maintain relationships with vehicle dealerships to participate in the credit union financing program (CUDF). Made welcome calls to new members that joined us through this channel and obtained additional business relationships. **Exceeded the annual sales volume target by nearly 3X within 9 months• Active Member of Social Committee• Main point of contact for high net worth accounts (>$1 m)• Rate negotiation with new investments• Obtain new business and investments• Maintain existing investments and relationships• Cold calls and retention calls for multiple divisions• Mentored junior staff for sales techniques

Fort St. John

Duties include, but not limited to:ISO Internal auditing team member.Health and Safety Committee member.Social Committee member.New Hire Orientations.Research, develop and track lead opportunities for all aspects of Business Development.Fleet Analysis / Expanded Fact Find.Main point of contact for top accounts.Provide Custom Reporting.Co-ordinate billing accounts.Co-ordinate service requirements.Prepare Regional Proposals, Tenders and Rate Agreements.Manage Central Data Base for signed contracts.Communicate between accounts and branches.Rate Loads.Mentor and train junior staff.Issue, edit and receive POs.Administrative duties as required.

Fort St. John, Bc

Duties include, but not limited to:ISO Internal auditing team memberCo-ordinate installation and removal of GPS devices, while maintaining proper inventory and records. Ensure staff is trained on installation and removal of GPS.Research and contact potential new Fleet Management clients from existing and new leads.Research and developing lead opportunities for all aspects of Business Development.Track and maintain lease expiry dates.Track and maintain long term rental renewal expiry dates.Track and maintain insurance renewal dates for all lease and long term rental vehicles.Fleet Analysis / Expanded Fact Find. Health and Safety Committee member.New Hire Orientations.Collection of NSF or arrears payments.Mentor junior staff.Issue, edit and receive POs.Administrative duties.

Fort St.John

Duties included but not limited to:• GPS control and inventory for both FSJ and Grande Prairie locations• Data entry ~ payroll, lease records etc. (for both FSJ and Grande Prairie locations)• Mail, reception, bank deposits• ISO Internal auditing team member• Ordering office supplies• Hold Petty cash• Health and Safety Committee member• General administrative duties

Chetwynd Bc And Fort St. John Bc

Duties included but not limited to: • Processing secured/unsecured lending for small business• Processing secured/unsecured lending for personal clients via loans/lines of credit. • Builder’s mortgages, mortgages - purchases/refinances.• Customer service in Mutual funds including IEA, GIC’s, RRSP’s, RIF’s.• Account openings – business and personal.• Identifying referrals to account managers and various other office duties. • Manager back up - Interviewing, hiring, coaching, disciplining staff submitting written performance reviews • Cash Verification of: incoming/outgoing shipments/parcels, ATM counts, tellers• Policy and procedure verification of reporting fraudulent activity to the police and workplace security checks.• Customer service complaint and problem handling. • Health and Safety Committee member

Education record

Education record