DANA SMITH

**** ****** **, *******, ** N*Y *N*

519-***-****, ac8yqh@r.postjobfree.com

Objective

My goal is to become associated with a company in a administrative or customer service role where I can utilize my skills and gain further experience, while enhancing the company’s productivity and reputation.

HIGHLIGHTS OF QUALIFICATIONS

Over 7 years experience working in financial institutions

Over 10 years experience in customer service

Received in house Management training

Able to type 50 wpm

Proficient in Excel, Microsoft Word, Outlook

Experienced in time management, establishing priorities, and complying with deadlines.

Proven leadership and team-building abilities.

Hard worker, quick learner, and ability to assume responsibility

Excellent body language targeted at providing customers with a positive image of the company

Work History

Forest Glade Animal Hospital

Receptionist

May 2015 – Present

Welcome clients with their pets to the clinic in a friendly professional manner

Answer phones, schedule appointments, prepare client estimates as well as perform routine follow-up calls

Assist Doctors and technicians with restraining and handling patients

Invoicing and process payments

Maintain a clean orderly facility

Obtain and record patient history

Stock hospital supplies

Perform other duties as assigned including assisting in other areas

All-risks Insurance Brokers

Reception and Technical Service Rep.

January 2015-May 2015

Greets clients/prospects that come into office.

Answer incoming phone calls on busy reception queue (+400 calls per day)

Payment processing from clients.

Prepares ICS Courier Mail to be sent out.

Manage and route incoming emails

Transact Agency bill policies

Processing policy changes and cancellations on company portals.

Work with finance department and personal lines department to review and correct commissions differences.

Assist with monthly or weekly audits to confirm transactions processed correctly.

Work closely with other team members as part of a cohesive team.

CIBC

Financial service manager

August 2014- January 2015

Conduct in-depth reviews of clients' financial circumstances and future goals.

Assist clients in making informed decisions.

Provided clients with information on new and existing products and services.

Achieved client satisfaction and loyalty through excellent service.

Assisted customers with opening accounts.

Identified and sold the appropriate investment services to customers

Generated and followed up on leads.

Ensured compliance with company and regulatory requirements and guidelines.

National Money Mart Co.

Branch Manager

October 2011- July 2014

Handle and resolve all customer issues at store level

Protect and manage company assets including the safety of employees

Maintain branch appearance and cleanliness

To meet and exceed quarterly revenue targets

Implement, maintain and reinforce all audit policies regarding cash handling

Process payday loans, cash cheques, bill payments, foreign exchange

Listen for cues and clues for opportunities to provide other services to customers

Schedule employees monthly

Processed payroll

Recruitment (interview, hire, train)

Deliver performance evaluations

Education St.ClairCollege

Completed two(2) years Nursing Program

References References are available on request.

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