Financial Service Representative
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As a Financial Services Representative with a background in Workday implementation, I bring a unique blend of technical expertise and customer centric service. I am dedicated to helping members achieve their financial goals.
Financial Services Representative working for Meridian Credit Union - Conducting meetings with members to assess financial needs and provide tailored solutions on banking products such as loans, credit cards, and investment options Opening and managing customer accounts, ensuring compliance and AML regulations. Previous Workday Consulting experience at Kainos - A Client facing role; leading client calls, scoping sessions, pre sales support, design sessions, product demonstrations and facilitation of customer confirmation sessions Successfully led 7 end-to-end implementations of HCM, Recruiting, Talent, and Benefits modules to medium and large-scale clients.
Bachelors of Commerce, Toronto Metropolitan University
