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Data Entry Customer Service

Calgary, AB, Canada
March 31, 2019

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*** ******* ***** ** *******, AB T3K 1P5 Home 403-***-****

An award-winning Customer Service Liaison/Processor with over 10 plus years in the financial industry who is skilled in listening, helping clients and branches to resolve account challenges to their satisfactions. Knowledgeable on a number of systems to gather information, updated clients’ files, process payments and explore a number of payments options for the customer. Always available to assist team members and provide support in order to achieve monthly targets. A hands on learner who excides with a challenge.


Excellent organizational and Multi-tasking skills to keep work load up to daily, with new and current accounts.

Intermediate experience with Microsoft Office and Excel, as well as superior experience with various banking systems


Account Manager /Western Risk Manager (Oct. 2008- July 2015)

Bank of Montreal – Calgary, AB

MasterCard, All Line of Credits, Personal and Vehicle Loans

Collecting monthly targets on amounts collected, accounts worked, accounts brought up to date and calls made. In doing so I was able to help other team members which I was awarded a Bravo.

Collection and updating of client information, contacting client for arrears, arranging payment plans or request restructure of accounts, escalating issues for legal or write-offs.

P&C Support Officer (June 2004- Oct. 2008)

Bank of Montreal – Calgary, AB

AB, MB, BC, SK Government Documents, Bank Confirmations and various duties. Locating client, processing and submitting payments for requirements to pay, maintenance enforcement, garnishee summons and data requests.

Preparing Manitoba Commissioner of Oaths renewals.

Collection on NSF cheques.

Processing transactions for trust accounts, travelers’ cheques, and bank confirmations.

Assisting branch clients with any questions daily.

By having the processing in one location it removed some or the work load at the branches, which enable the branch to focused more on the client.

Mortgage Department Support Officer (Jan. 2000-June 2004)

Bank of Montreal – Calgary, AB

Data processing and general support related to mortgages.

Processing fully matured and credit balances on mortgages and reporting for mortgages not discharged and mortgages not paid out.

Retrieving title searches and documents for Alberta, British Columbia, and Saskatchewan. Completing add-on mortgages.

Preparing files to be sent to typist for discharge or transfer and distribution to client.

Accounting Clerk (June 1988- November 1990)

TransAlta Energy Systems, Calgary, AB

Verifying all sales incentive payments for salesmen on a monthly basis. Setting up processing sheets for heat office on all utility and credit card payments. Verifying outstanding accounts and sending any discrepancies to branches to investigate on customer’s account. Year-end keying into system.


Power You – Career Leap – Calgary, AB

Certificate - Accounting and Computers – Career College - Calgary, AB

Diploma – John Diefenbaker High School – Calgary, AB


Operations Christmas Child – Calgary, AB

Paint the Town – Calgary, AB

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