Post Job Free

Resume

Sign in

Customer Service Financial Advisor

Location:
Hamilton, ON, Canada
Posted:
December 18, 2018

Contact this candidate

Resume:

GRACE LOJI NTAMBUE 289-***-****

**-*** ********** ******, ********, ON L8V 4C1 ac7z9a@r.postjobfree.com

I am an enthusiastic and ambitious person looking for an opportunity, where I can make an effective contribution to the organization. My previous work experience will attest to the fact that I am a responsible and organized individual with the ability to work and function in a team environment.

Highlights of Qualifications

Bilingual (French and English) and known for exemplary customer service and communication skills

2+ years experience in the banking industry in customer service and support as well as business operations (Financial advisor)

3+ years experience in office administration, office support, collections and recovery

Quick learner, effective cross functional team player, ability to apply a logical approach to problem solving, minimize risks and produce positive results

Strong analytical, organizational and excellent time management skills

Working knowledge of Word, Excel and Outlook

Relevant Skills

Financial Skills

Received, reviewed and processed collateral and funding documents for new loans, additional proceeds and overdraft facilities to ensure account holder is within appropriate limits

Received, reviewed and processed non current loans, non standard pricing requests, chargebacks, payments and maintenance

Recorded transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.

Provided information on bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative

Completed special requests by closing accounts; taking orders for checks; exchanging foreign currencies; providing special statements, copies, and referrals; completing safe-deposit box procedures.

Reconciled cash drawer by proving cash transactions; counting and packaging currency and coins; reconciling loan coupons and other transactions; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency.

Complied with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.

Maintained customer confidence and protected bank operations by keeping information confidential.

Contributed to team effort by accomplishing related duties as needed

Collections and Recovery Skills

Provided customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments.

Monitored and maintained assigned accounts, customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos

Accountable for reducing delinquency for assigned accounts

Performed other assigned tasks and duties necessary to support the Accounts Receivable Department

Administrative Skills

Managed and maintained general inquiries and provided assistance with requests, investigations and service related issues with Elections Canada

Processed pending and difficult medical claims cases to ensure proper processing

Adhered to compliance and corporate procedures, with regards to all processing

Provided friendly and courteous customer service in fast paced atmosphere

Maintained customer confidentiality, privacy and security

Maintained records as required

Employment

Financial Advisor, Banque Desjardins, Montreal, QC 2018

Teller, Banque Desjardins, Montreal, QC 2018

Administrative Clerk, Blue Cross Canada: Croix Bleu Canada, Montreal, QC 2017

Financial Advisor, Banque Laurentienne, Montreal, QC 2016

Collections Officer, Allied International Inc., Montreal, QC 2015-2016

Collections Officer, Global Credit & Collections, Montreal, QC 2012-2015

Administrative Clerk, Elections Canada, Ottawa, ON 2010-2011

Education

Human Resources Administration Program, UQuam, Montreal, QC 2017

Social Service Worker Program, Cite Collegiale, Ottawa ON 2011-2012

Co-op Placement, Maison de l’Amitie Gatineau, Gatineau, QC 2011

Humanities Program, College de Rosemont, Montreal, QC 2009-2010

High School Diploma, Daniel-Johnson, Montreal, QC 2004-2009

References

Available upon request.



Contact this candidate