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Jared HelfrichJH
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Jared Helfrich

@jaredhelfrich

Customer support professional who built a multi-million-dollar client portfolio at Servus Credit Union.

Canada
Message

At Servus Credit Union, I built and managed a multi-million-dollar client portfolio by understanding members’ priorities and recommending banking, lending, credit, and insurance solutions. I also handled member inquiries and coached frontline employees on products and client conversations.

At Foothills County, I supported Fibre Network customers with service setup, agreements, billing, and ongoing questions. Most recently, as Project Scheduler / Coordinator at Integrity Resource Management Ltd., I coordinated concurrent workflows and improved repeatable processes through documentation, templates, and trackers.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Mount Royal University logoMU

Mount Royal University

Bachelor of Business Administration, General Management

Bachelor of Business Administration in General Management from Mount Royal University, completed in 2016.

Red Deer College logoRC

Red Deer College

Diploma, Business Administration

Business Administration Diploma from Red Deer College, completed in 2012.

SAIT logoSA

SAIT

Studies, Business Administration

Business Administration Studies at SAIT, completed in 2012.

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