Melissa Roode

Melissa Roode

Financial Services Representative

Followers of Melissa Roode85 followers
location of Melissa RoodeLondon, Ontario, Canada

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  • Timeline

  • About me

    Client Services Representative

  • Education

    • Nova Scotia Community College - NSCC

      2018 - 2023
      Business Administration and Management, General
  • Experience

    • CIBC

      Jan 2017 - Oct 2017
      Financial Services Representative

      • Provided excellent customer relations, gave accurate and relevant information• Followed procedures to ensure privacy and security• Completed calls in a timely manner while resolving the initial request• Handled customer complaints in a calm and professional manner

    • Samuel & Co

      Oct 2017 - Oct 2020
      Assistant Manager

      • Completed monthly budgets, daily store planners, and ensured payroll accuracy• Successfully interviewed, hired, and trained new staff members• Reviewed weekly/monthly sales and coaching notes with staff• Provided exceptional customer services with high praise from supervisors

    • TD Insurance

      Oct 2020 - Feb 2021
      Insurance Advisor

      • Made genuine connections with clients to assess their needs and risks• Consistently updated job knowledge and learned about new products and services• Applied organization and time management skills when coordinating and responding to inbound telephone calls• Explained the differences in policy specifics so clients could make informed decisions about their purchases

    • Samuel & Co

      Aug 2021 - Dec 2021
      Assistant Manager

      • Completed monthly budgets, daily store planners, and ensured payroll accuracy• Successfully interviewed, hired, and trained new staff members• Reviewed weekly/monthly sales and coaching notes with staff• Provided exceptional customer services with high praise from supervisors

    • Hearing Institute Atlantic

      Jan 2022 - Jul 2023
      Client Services Administrator

      • Effectively organized and scheduled appointments to increase business and build client database• Provided timely data entry, filling, and billing with accuracy and confidentiality• Successfully eliminated errors and find resolutions for billing issues• Ensured efficient and organized operation of a busy office

    • Elgin Audiology

      Aug 2023 - now
      Customer Service Administrator

      • Effectively organize and schedule appointments to increase business and build client database for 7 busy clinics• Provide timely data entry and filling with accuracy and confidentiality• Provide exceptional customer relations to new and existing patients• Ensure efficient and organized operation of a busy office

  • Licenses & Certifications