Amy Shupe

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
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  Servus Credit Union

  Mar 2016 - now

  Assistant Branch Manager