Customer Service Executive Assistant

Professional Summary

Skills

Work History

AYSEGUL NEOFOTISTOS

**** ***** **** *****, ******, ON K2C 2E3 (H) 613-***-**** (C) 613-***-**** ********@*****.*** Driven Executive Assistant adept at developing and maintaining detailed administrative and procedural processes that reduce redundancy, improve accuracy and efficiency and achieve organizational objectives. Excellent communication skills

Excellent planner and coordinator

Advanced MS Office Suite

Human Resources Management (HRM)

Business writing

Results-oriented

Report writing

Filing and data archiving

Employee training and development

Schedule management

Resourceful

Strong interpersonal skills

Personal Banking Officer 11/2016 to 05/2017

Alterna Savings – Ottawa, ON

Actively managing book of business by reaching out the members through the reports and having In-depth investment strategies appropriate for each member. Increased new bank relationships within the local community 45% by executing quarterly promotions.

Identifying short-term and long term investment opportunities to help achieve financial goals.Identifying high volume members and referring to the investment specialist. Helping the members with complex credit applications and overcoming obstacles with their credit needs. Supporting the front-line employees with the member complaints.Actively participating community events by being part of committees to increase the book business.

TD Canada Trust 12/2012 to 10/2016

TD Canada Trust – Ottawa, ON

Meeting clients to understand their future investment plans. Discussing investment opportunities and risks related to the particular investment with clients. Recommending strategies that clients can use in achieving their financial goals and objectives.Preparing financial plans with a mix of short and long term investments.Answering all investment related plans of clients verbally as well as provide them written documents for future reference.

Selling financial products such as mutual funds, insurance, and guaranteed investment certificates (GICs). Helping clients open accounts for specific trade purposes. Mortgage and Loan consultant; 2013 - 2016

Helping customers for their credit applications such as mortgages, loans, line of credits and credit cards. Gatherring necessary documentations and make sure the application is complaint with the bank rules. Advising them what products will be suited to their financial goals. Keeping them up to date about their applications. Getting them competitive rates and maintaining loyal relationships. Customer service representative 09/2008 to 12/2013 TD Canada Trust – Ottawa, ON

Exceeded the quarterly Sales Revenue goals consistently Performing opening, closing procedures and handling the banks' securities and cash Understand the customer needs and identify opportunities to promote TD Canada Trust products and services to customersAssisting the Manager Customer Service in administrative duties Identify opportunities and create referrals to the sales team Ensure customer problems are handled appropriatelyActively participate in performance management processMeet professional / personal development objectives by utilizing learning mapsBe knowledgeable of and comply with Bank and industry codes of conduct, securities laws Operated a cash register for cash, check and credit card transactions with 100% accuracy. Executive Assistant 09/1999 to 07/2002

Corning Cable Systems – Gebze

Managed the CEO's complex and frequently changing travel arrangements and coordinated the pre-planning of trips. Managed external contacts for CEO and kept track of periodic communication needed for priority contacts. Created expense reports, budgets and filing systems. Conducted research to prepare, gather and proof briefing materials, agendas and decks for all executive-level meetings.

Developed and maintained an alert system for upcoming deadlines on incoming requests and events. Greeted visitors entering the office, determined the nature and purpose of visit and directed them to the appropriate destination.

Processed travel expenses and reimbursements.

Assisted with team building initiatives and overall support for maintenance of organizational culture and employee morale.

Supported the human resources department in the annual employee review process to manage performance merit increases.

Education

Certifications

Researched, proposed and implemented vendor services to decrease costs to organization. Directed administrative functions for the directors, principals, consultants and key managers. Frequently used word processing, spreadsheet, database and presentation software. Coordinated dealer visitations, company special events and other employee morale functions. Received and screen incoming calls and visitors, determine which are priority matters, and alert the executiveaccordingly.

Associate of Applied Science: Business Administration 2011 Algonquin College - Ottawa

Investments Funds in Canada

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