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Customer Service Representative

Location:
Toronto, ON, Canada
Posted:
May 21, 2016

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Resume:

Steven Mancini

** ******** ****, ***** **** Ontario, M2J 4X1

647-***-****

acuvv4@r.postjobfree.com

Objective

To obtain employment in a growing industry

Customer Service Representative June 2012 – May 2016

OCCA Consumer Debt Relief

Provide financial and credit counselling, advice and information to individuals who request our assistance

Manage a portfolio of clients who have chosen to resolve their debts with a Debt Management Program (DMP)

Work collaboratively with our Client Services team to help our clients maintain and successfully complete the repayment of their debts

Make appropriate referrals to internal (workshops and webinars) and external services as needed, to best serve our clients

Disputes/Credit Dept – CIBC Visa & Mastercard / CSR Sept 2006 – May 2012

Canadian Imperial Bank of Commerce

Responsible for indentifying customers needs and independently resolving disputes received via verbal/written/Email communication from internal/external customers and other financial institutions

Knowledge of CIBC Visa @ Mastercard products/procedures/services whereby using ability to gain assistance both internal/external support and commitment to desired objectives with customers and colleagues

Basic knowledge of CIBC Insurance’s with respect to CIBC Mortage Disability Insurance, Creditor Life Insurance for CIBC Mortgages and CIBC Payment Protector Insurance

Receive inbound calls from both internal/external sources in relation to unusual activity, transactions debited in error, disputed CIBC Visa activity, failed validation and application on account status.

Steven Mancini 647-***-**** page 2

Customer Service Rep/Administration (Contract) Jan 2006 – Sept 2006

Aegon / Transamerica Canada

Processing requests from internal departments, clients, advisors and distributors assisting in training to co-workers as required, Distribute/Delivery/Pick up Mail/Faxes to individuals internal/external regarding financial related requests

Abide to industry/regulatory/product changes and how they affect current processes Operational In-House systems; Lifetrax, Amax, Capsil, Unitrax, TLC/AFM and Workflow

Administration Customer Service Rep. (Contract) Aug 2005 – Dec 2005

Intl Financial Data Services

Responding to inquiries from Fund Company, and broker/dealers via telephone or fax providing account and fund information, trade details etc.

Processing a variety of transactions with a high degree of accuracy using in-house transaction processing systems (iFast and Automated Work Distribution imaging system).

Examples include new accounts, investments, wires, transfers, purchases, redemptions, exchanges, maintenance, foreign content rebalancing, and retirement processing.

Customer Service Representative Feb 2001 – July 2005

Law Society of Upper Canada

Multi-task customer service representative position whereby providing services to both the general public and lawyers at the Law Society regarding the ‘Lawyer Referral Service’, Membership Services’, ‘Complaint’s Department’, ‘Lawyer’s bill re-assessment’

Following the Law Society Act, Law Society rules, regulations and.guidelines

Meet standards of competence and professional conduct



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