Carolin Robinson

Carolin Robinson

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location of Carolin RobinsonCamrose, Alberta, Canada

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  • Timeline

  • About me

    Manager of Risk at Vision Credit Union

  • Education

    • Canadian Institute of Certified Executors

      2017 - 2019
      Certified Executor Estates
    • Sauder School of Business

      2011 - 2011
      Meeting the Leadership Challenge Executive Education
    • Sauder School of Business

      2009 - 2009
      Fundamentals of Finance and Accounting Executive Education

      Activities and Societies: Fundamentals of Finance and Accounting for the Non-Financial Manager.

    • Sauder School of Business

      2008 - 2008
      Project Management Process Executive Education

      Activities and Societies: Project Management Process

    • Sauder School of Business

      2013 - 2013
      Strategic Leadership Certificate Organizational Leadership

      This program enhances strategic leadership skills and increases the ability to implement high-level organizational initiatives.

    • Capilano University

      1986 - 1986
      Business Office Administration Business Office Administration

      I received my Business Administration Certificate

  • Experience

    • Bank of Montreal

      Sept 1982 - Jan 1996

      Oversee the daily operations of branch.-Ensure all security protocols are adhered to.-Prepare cash parcels.-Monitor dormant and inactive accounts.-Monitor all teller activities for security and cash limit holdings.

      • Assistant Manager

        Sept 1983 - Jan 1996
      • Assistant Branch Manager

        Sept 1982 - Jan 1996
    • Stream International

      Jul 2002 - Jul 2004
      Technical Service Representative

      Provide excellent customer service to clients through phone support to repair desktop and notebook computers.-The ability to deal with demanding customers with patience while being aware of the need to move the interaction to closure in a timely manner due to volume waiting to be responded to.-Working knowledge of all Windows operating systems.-Possess a wide range of knowledge regarding hardware for desktop and notebook computers.

    • Caisse Horizon Credit Union

      Jul 2004 - Nov 2007

      Support Manager of Operations in the day to day operations of a multi-branch credit union.-Provide ongoing supervision of all operational staff.-Assist in the development of operating policies and procedures.-Direct supervisor for all Office Supervisors.-Ensure compliance with all legislation regulations, bylaws, policies and procedures.-Provide direction and leadership to the Office Supervisors and MSRs.-Resolve complex operation and administrative problems for member concerns referred by branch staff members. Show less

      • Member Service Manager

        Jul 2006 - Nov 2007
      • Office Supervisor

        Jul 2004 - Jul 2006
    • Caisse Horizon Credit Union, Peace River, AB

      Nov 2007 - Oct 2008
      Human Resource Manager

      Attract, develop and retain employees through planning, developing and implementing HR policy and programs.-Provide strategic leadership and advice on HR related matters.-Ensured the credit union HR policies and procedures meets all regulatory requirements.-Administered HR functions including recruiting, salary administration, compensation, benefits, performance management, employee relations, and statutory compliance.-Developed and implemented training programs enabling staff to meet/exceed expected performance levels. Show less

    • Caisse Horizon Credit Union Ltd

      Oct 2008 - Jan 2012
      Banking System Manager

      My current position of Banking System Manager has allowed me the opportunity to Project Manage our recent conversion to a new banking system. I have worked through this process in all aspects, beginning with the business plan recommendations, data verification, user acceptance testing, developing and supervising the conversion team. I continue to supervise all areas of the banking system. I also supervise the Deposit Administration Department which provides support to all branches as well as regulatory requirements for daily policy and procedures. SpecialtiesProject Management, Team Leadership, Show less

    • Caisse Horizon Credit Union, Peace River, AB

      Jan 2012 - Mar 2015

      -Ensure all policies, procedures and regulations are adhered to. -Provide technical direction to all branches.-Coach, mentor and support all members of the organization.-Supervise Branch Managers and Deposit Admin team.-Provide support, direction, training, coaching and problem solving to team members.-Perform duties of Chief People Officer in their absence.

      • Chief Operations Officer

        Jan 2012 - Mar 2015
      • Chief Operations Officer

        Jan 2012 - Mar 2015
    • Vision Credit Union

      Feb 2015 - now
      • Manager of Risk

        Apr 2016 - now
      • Admin North Manager/Project Coordinator

        Feb 2015 - Apr 2016
  • Licenses & Certifications

    • Meeting the Leadership Challenge

      Sauder School of Business
    • Legacy Leadership Program

      Essential Impact/International Coach Federation
      Oct 2012
    • Excelerator Coaching Program

      Essential Impact/International Coach Federation
      Oct 2011
    • Certified Executor Advisor

      Canadian Institute of Certified Executor Advisors (CICEA)
      Nov 2019