Amy Shupe

Amy Shupe

Customer Service Representative

Followers of Amy Shupe813 followers
location of Amy ShupeDrayton Valley, Alberta, Canada

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  • Timeline

  • About me

    Assistant Branch Manager Servus Credit Union

  • Education

    • Nova Scotia Community College - NSCC

      2009 - 2012
      Business, Management, Marketing, and Related Support Services
  • Experience

    • Victory Community Credit Union Limited

      May 2010 - May 2014
      Customer Service Representative

      Handled client interactions by providing prompt, accurate and professional responses to client inquiries by ensuring transactions were handled efficiently. I provided value added advice where applicable and ensured that the clients were referred to the proper advisor.

    • Scotiabank

      May 2014 - Apr 2016

      As a member of the branch sales team in Drayton Valley I am a key contributor to the overall success of the branch. I effectively manage my own portfolio of assigned clients using a holistic approach ensuring that my negotiated goals are being exceeded. I practice a financial planning approach with clients in order to discover new opportunities, gain referrals and maintain existing relationships. I also encompass competencies related to teamwork, customer service, operational and compliance requirements, and personal development. Show less

      • Senior Financial Advisor

        Jul 2015 - Apr 2016
      • Financial Advisor

        May 2014 - Jul 2015
    • Servus Credit Union

      Mar 2016 - now
      Assistant Branch Manager
  • Licenses & Certifications

    • Investment funds in Canada