
Melissa Roode
Financial Services Representative

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About me
Client Services Representative
Education

Nova Scotia Community College - NSCC
2018 - 2023Business Administration and Management, General
Experience

CIBC
Jan 2017 - Oct 2017Financial 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 2020Assistant 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 2021Insurance 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 2021Assistant 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 2023Client 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 - nowCustomer 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
- View certificate

Business Ethics
LinkedInMar 2022
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