Customer Service Manager
Resume:
BINDUMANI SANCHARRA
North York, Toronto M3J 3T7
Tel: 647-***-**** or 416-***-****
Email: **********@******.***
SUMMARY OF QUALIFICATIONS
Three years Business Management Degree student
Diploma in computerized accounting
Completion of the CSC 2002
Fluent in English, high school knowledge of French and Spanish
Typing speed of 45 words per minute
Participated in several online training courses, example AML, code of conduct, KYC, and bank related training
Citi Service excellence award 2008
ACCOMPLISHMENTS
13.5 years at Citibank Canada – securities analyst/processor – level 3
5 years working as a fund /Portfolio Administrator
5 years accounting experience. Familiar with all general accounting procedures/payroll duties
20 years banking experience - as a customer service representative, foreign exchange teller, and new accounts officer
Communicated with clients and peers in over 20 foreign countries
Analyzed and complied reports based on client statements for the chief compliance officer
Dematerialized certificates - stocks, bonds, warrants to the Canadian Depository for securities
Provided over the counter transactions – new issues, Bankers Acceptances
Liaised with major transfer agents and brokerages and legal personnel example - DTC, TSX, TMX, Clearstream
Opened and closed the securities vault – upper combination
Knowledge of trade settlements, corporate actions and private placements
Provided administrative support, scanned, photocopied, set up meeting rooms
Worked diligently with direct manager to reduce expenses in the department, trained junior staff, educated clients of product development to reduce client expenses
Improved methods of performing duties on various projects to aid product development, which also resulted in time management
Delegated tasks to junior staff to encourage participation skill development
PERSONAL DEVELOPMENT
Responsible, detail oriented, efficient, loyal, flexible, trustworthy, highly organized, proactive, excellent problem solver, outstanding communications skills and excellent team player
Multi tasker, with unmatched time management skills
Assists senior members of the community – shopping, food preparation, housekeeping
Currently working on IFIC course
DIRECT EXPERIENCE
CITIBANK (CANADA) LTD Jan 2005 – Jan 2019
Securities Analyst/processor level 3
Reviewed and prepared reports of the personal investment portfolios for clients and the chief compliance officer
Reviewed and processed share and warrant certificates for international Clients for the purpose of dematerialization to the Canadian Depository for Securities - TSX
Processed cross border transactions
Analyzed and Input data on the General Ledger system
General Administrative functions, processed proxies for shareholder voting
Backed up my direct manager in her absence
Communicated with local and international financial brokers/institutions and colleagues and many transfer agents - local and international
Opened and closed the securities vault door – upper combination
Trained junior staff and new comers on the team
Officer on the Partnership Agreement for the Citibank custody name – Bershaw & Co
NORTHERN TRUST GLOBAL ADVISORS (contract) Jan 2005 – Jan 2019
Portfolio Administrator (investments)
Formatted Manager Commentaries and Spreadsheets for major clients using Ms Word and Excel
Assisted the CFA and Senior Analyst with the preparation of the monitoring sheets for the various portfolios
Updated all the relevant information in Smart, Wilshire, Paris, PC Bond, Barra systems
Communicated with Managers of the various portfolios regarding issues about the monitoring sheets
TD CANADA TRUST (contract) May 2004 – June 2004
Service Officer
Processed daily cash requests for trust accounts, both for Corporate and Internal clients using SEI and CPA systems
Prepared Excel spreadsheets
Resolved client fax request errors via email and telephone
Prepared month-end statements for Corporate and Internal clients
TD WATERHOUSE (contract) May 2004 – June 2004
New Accounts officer (New Accounts)
Assisted with the review and approval of LIRA, RRSP, RSP, RESP, LIF, LRIF applications which were faxed in by sales representatives
Contacted sales representatives about deficient applications and worked with the team to have the accounts opened within the time span
Worked alongside the compliance officer for those applications which needed legal documents (Power of Attorney, Affidavit)
Pulled Credit Bureaus
BINDUMANI SANCHARRA PAGE 2
Experience Continued
FRANKLIN TEMPLETON INVESTMENTS CORP Aug 1997 - Aug 2001
Fund Administrator
Booked and settled treasury bills
Assisted Fund Accountants – posted trades in coda and AS 400
Communicated directly with traders and brokers in both U.S. and Canada
Carried out administrative functions, filed, sorted mail distributed reports and problem solving.
ROYAL TRUST (contract) Aug 1997 - Aug 2001
Customer Service Representative
TRIMARK TRUST (contract) Jan –Mar 1997
Loan Administrative Assistant
Pre-screened and recorded applications
Corresponded with agents and dealers
Performed general administrative duties
CHRISTOPHER L. RAM & COMPANY Oct 1992 – Nov 1995
Accounts /Audit clerk
Recorded Accounts payable & Accounts Receivable to Purchases ledger and Sales Ledger
Posted entries to General Ledger
Extracted Trial Balance
Prepared Journal Entries
Reconciled Bank Statements to Cash Book
Assisted in Payroll Department
COMPUTER SKILLS
ISM
As 400
Spreadsheet; MS Excel; MS Windows; MS Word; Electronic mail; MS Office; MS Outlook
Simply Accounting
Accpac Plus 6.1 / Accpac Plus – Canadian Payroll
Secore settlement system, Canadian Depository System
Broadridge, Sedar, Unitrax
EDUCATION & TRAINING
Ryerson University (Full time for the period 2001-2003) 1999-2003
Major – Management and Enterprise Development Success Business College 1996
Association of Accounting Technicians 1991
Queen’s College 1982-1988
INTERESTS Badminton, literature, drama
References available upon request
Contact this candidate