Customer Service Training

LOLITA BOODHOO

**** ****** ***** ***********, ** L4T 3E6

***- ***- **** ****-**@*******.***

CLIENT ADMINISTRATION

HIGHLIGHTS

Over 10 years of working experience in Banking Industry with excellent customer service skills

Extensive work experience in Financial and Non Financial Mutual Funds transactions

Strong working knowledge in various of funds, account characteristics such as RRSP, RESP and NON Registered Accounts

Working knowledge of databases such as iFast & AWD system, and CSS system

Demonstrated experience in accounting department using ACC-Pac system

Outstanding communication skills both verbal and written with a friendly and positive attitude

Ability to prioritize, organize incoming work and meet deadlines

Excellent time management, multi-tasking skills and able to work in a fast paced work environment

Analytical, strong attention to details and problem solving skills

Proficient in Microsoft Word, Outlook, Internet and data entry applications

WORK EXPERIENCE

Client Administration 1992-2014

Scotia Bank, Toronto

Processed financial and non-financial Mutual Funds transactions accurately

Placed outbound calls to Bank representative in order to resolve NIGO items

Responded to escalated calls from client and provide appropriate resolution and knowledge through effective communication

Took responsibility for quality control of team tasks as required

Maintained high level of services to client by ensuring that we process the client needs accurately and efficiently

Clarified incoming mails from scanner, sorted and indexed them to different departments

Participated in special projects such as updated clients address, cross reference numbers, and changing account types

Worked with the team to provide proactive solutions to problems and potential issues

Provided correspondence to customers via email, fax, letters, memos

Answered telephone and provide information to clients, transferred calls and obtained messages

Reviewed customer files to ensure accuracy and completeness and in-put into computer data systems

Verified scanned document batches for quality and accuracy, investigated and resolved any discrepancies to avoid unnecessary delays in processing of applications

Answered enquiries about processes and provided resources to assist customer with their needs

Dealt with customer issues effectively and efficiently ensuring customer satisfactions were met

LOLITA BOODHOO

905- 673- 0966 ****-**@*******.*** Page 2

EDUCATION

Banking Procedures Training Certificate, Humber College, Toronto

Computer Training Certificate, Computer Training Institute, Guyana

Intermediate Bookkeeping Certificate, New Amsterdam Technical Institute, Guyana

References available upon request

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