January *, ****

Dear Hiring Manager

Re: Financial Services Representative

I want to thank you for considering me for the Financial Services Representative position.

I am interested in this position and would significantly add to your team.

I have attached my resume for you to review. As detailed in my summary, I have great experience in administration and clerical duties.

You will see that I have taken time off since my last position to handle some family circumstances. It has always been very important to me to be the best version of myself in any position I am in, and now that that has been taken care of, I am ready to step into a new role.

In addition, I am a team player and strive to meet the goals required for the department and the organization with minimal supervision.

I would appreciate the opportunity to discuss this further in an interview.

Sincerely,

Winnie Mombo-Makay

WINNIE MOMBO-MAKAY

306-***-**** (cell)

ad2ksj@r.postjobfree.com

Highly motivated, self-inspired and career focused.

Driven to provide superior department support.

WORK EXPERIENCE:

September 2019 - February 2021

Collections & Overdraft Administrator

Affinity Credit Union

Saskatoon, SK

Responsibilities:

•Provide administrative and program support for the collections department as required.

•Investigate and perform activities related to overdrafts, collection of chargebacks and ATM issues.

•Prepare and send delinquency notices to members.

•Administer requirements to Pay and Garnishee Summons or other court actions.

•Audit, verify, and correct all daily system reports generated from collection transactions; weekly, monthly, and quarterly reports and process as required.

•Deliver internal accounts reconciliation and follow-up.

•Compile regular fraud activity reporting and trending analysis, some of which are reported to external parties.

•Monitor accounts and systems for potential fraud activity and report anomalies in the established manner.

•Prepare and send fraud-related files to Collection agencies, Credit Bureaus, and police agencies.

•Review, investigate, and resolve issues relating to daily system reports, including new membership reports, ATM large deposit reports, and remote deposit capture reports.

January 2017 – August 2019

Deposit Services Clerk

Affinity Credit Union

Saskatoon, SK

Responsibilities:

•Providing excellent support to staff/internal members.

•Process registered member transactions.

•Manage incoming and outgoing registered plan funds- opening and closing registered contracts (RRSPs, RIFs, TFSAs etc).

•Work closely with branches and other service providers in order to meet the needs of members and the organization.

WORK EXPERIENCE (CON’T):

•Update the organization’s records for deceased members’ accounts and forward reports to the Estate Administration Department,

•Audit GICs/term deposits to ensure accuracy in setup and joint accounts.

•Administer Index Linked Deposits and balance monthly tracking sheets.

May 2011 – December 2016

Financial Services Representative

Affinity Credit Union

Saskatoon, SK

Responsibilities:

•Providing quality and professional service to members.

•Opening accounts/memberships and educating members on products and services offered by the credit union.

•Managing inbound calls from members seeking assistance in making investment decisions and referring to the organization’s specialists where necessary.

•Dealing with estate accounts.

•Fostering relationships through service excellence and product knowledge.

•Balancing treasury cash and monetary instruments (money orders, official cheques etc.).

•Carrying out Member Service Representative cash counts and surprise cash counts.

•Ordering cash from RBC and posting treasury entries.

•Loading automated teller machines and ensuring cash is balanced in the ATMs.

June 2009 – April 2011

Teleservice Representative

Affinity Credit Union

Saskatoon, SK

Responsibilities

•Providing advice related to a variety of service and sales transactions including lines of credit, credit cards, and deposits (RESPs, TFSAs, RRSPs, GICs etc.)

•Performing problem diagnosis and troubleshooting in order to resolve Tier I technology issues, including issues related to desktop and mobile devices, Affinity mobile app and online banking products and services. Referring more complex issues to other units e.g. IT.

•Focusing on member education and demonstration, leveraging technology to deliver a remarkable member experience, drive sales, provide advice, retain business, and help transition day-to-day banking.

•Focusing on call routing and issue resolution, enhancing overall member experience.

WORK EXPERIENCE (CON’T):

•Driving to develop a deeper relationship with members through advice-giving, collaboration and initiating referrals to other areas within the organization.

•Conducting outbound calls as assigned to current and potential members to provide advice and identify cross-sell opportunities or new sales origination.

•Collaborating with peers across the regions in serving members through sharing information, providing expertise, and providing hands-on support to increase wallet share, grow the business, and ensure a remarkable member experience.

June 2000 – May 2009

Teller/Member Service Rep.

Affinity Credit Union

Saskatoon, SK

Responsibilities:

• Processing member and non-member financial transactions.

• Accurately balance cash daily.

•Create additional deposit accounts and time deposits on existing memberships efficiently.

• Accurately posted and balanced Treasury cash and night deposits, filled out cash orders, ordered cash, verified cash orders, and performed extra teller duties.

•Balancing general ledger accounts (daily, monthly and annually)

•Demonstrate organization and time management skills in balancing, performing internal duties and waiting on members.

•In addition to regular Member Service Representative duties – train new Member Service Representatives and cover the Financial Services Supervisor position when the supervisor is away.

Risk:

•Adhere to organizational policies and procedures to minimize operational risk.

•Properly releasing information on members’ and business accounts in compliance with the Privacy Act.

•Ensuring appropriate compliance with the Money Laundering Act.

Communication:

•Effectively communicating with members and staff, both orally and in writing.

•Demonstrating strong interpersonal skills with both staff and client service providers.

Sales and Service:

•Identifying opportunities, presenting service options, diagnosing problems and referring where necessary.

•Providing clear, concise and accurate information to members and non-members.

•Fostering relationship building through service excellence and product knowledge.

•Demonstrating current knowledge of all products and services.

•Promoting the organization in explaining the Deposit Protection Guarantee.

Technology and Tools:

•Input transactions in Ovation (banking system) and provide information as required using all available technology operating systems: Earl, Internet, Microsoft Outlook etc.

•Effectively use banking system software to input transactions, provide information and accurately balance cash, General Ledger accounts, spreadsheets etc

EDUCATION:

2006 Organizational Behavior, University of Saskatchewan

2002 The Credit Union System, CUIC

2001 Fundamentals of Financial Planning, CUIC

1991 Secretarial Studies, Swaziland College of Technology

1981 Grade 12

SKILLS:

• Written communications – I have received many compliments for my writing skills.

• Troubleshooting electronic issues (phone systems, headsets, copier, PC, fax).

• Proficient with MS Office applications, including Word, Excel, and Outlook.

• Keen eye for detail.

• Data entry.

• Department support/administration.

Contact this candidate