Ryan Lee Email & Phone Number

Edmonton, AB, CA

Edmonton, Alberta, Canada

Edmonton, Alberta, Canada

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Attracted new mortgage loan applications by developing relationships within community/members.
• Obtained copies of applicants' credit histories/ income and reviewed paperwork to determine feasibility of granting mortgages/loans.
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Worked with members to develop financial planning strategies to build their financial fitness through Servus’s key behaviours.

Edmonton, Alberta, Canada

Edmonton, Alberta, Canada

• Trained team members in successful strategies to meet operational and sales targets. Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
• Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
• Completed bi-weekly payroll for company employees, including calculating taxes,vacation and sick time

Edmonton, Alberta, Canada

• Performed clerical duties, including registering participants and answering specific event inquiries.
• Trained staff members on conducting events and following safety procedures.
• Factored-in abilities, needs, and interests of participants in the development of events and programs.
• Transported and escorted program participants to and from activities and on field trips.
• Drove operational improvements which resulted in savings and improved profit margins.
• Planned weekly activities schedule for the assigned group and facilitated smooth transitions for on-time arrival.

Edmonton, Alberta, Canada

• Evaluated supplies and product inventory to check for quality and quantity issues andreturned unacceptable materials to vendors to obtain replacements or refunds.
• Checked packages and merchandise for damage and quickly notified vendors torequest replacements.
• Created and enforced detailed organization processes to increase quality servicestandards.
• Improved customer satisfaction scores through the application of superior conflict resolution and problem-solving skills.
• Oversaw continuous floor maintenance and recovery efforts, keeping displays and shelves customer-ready and professionally presented.
• Opened and closed store independently when needed and prepared nightly bankdrop for the manager.

Bachelor Of Commerce - Bcom, Accounting, 3.7

Major- Accounting Minor - Economics and HR

High School Diploma