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Customer Service Accounts Receivable

Location:
Niagara Falls, ON, Canada
Posted:
March 10, 2024

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Resume:

Highly motivated with extensive customer service experience; played key roles in implementing systems and procedures in various organizations. Proven success in client relationship management and team leadership. Purpose driven and focused high achiever with a proven track record for adding value to an organization at all times.

SUMMARY OF SKILLS

Experience providing superior customer service to the general public.

Calmly and effectively deals with problems by providing realistic solutions.

Strong communication skill evidenced through collaborative team work.

Highly attentive to detail with strong organizational skills

Resourceful, motivated with strong strategic planning skills

Proficient with Microsoft Office and Peachtree software

Excellent work ethic and ability to work without close supervision

PROFESSIONAL EXPERIENCE

Compensation Operations Officer

TD Canada Trust September 2023- Current

Identify and execute manual pay adjustments according to set rules using various reports

Support the onboarding/office management of Broker relationships

Manage notifications and approvals for additions or amendments to payees

Manage notifications and approval for expired broker licenses

Manage notifications and approvals for rate exception pricing and process referral fee and commission adjustments

Send payroll files to HR, Cash Management and Account payable for processing

Respond to emails inquiries regarding payroll and payee accounts daily

Ensure all audit requirements are met and all monetary aspects of the payroll systems are accurate

Identification and escalation of issues

Customer Experience Associate October 2021- August 2023

TD Canada Trust

Serve customers by completing account transactions.

Provides account services to customers by receiving deposits and loan payments, cashing cheques, issuing saving withdrawals.

Sells cashier cheques.

Answer questions in person or on telephone and refers customers to other bank service as necessary.

Records transactions by logging cashier's cheques, and other special services, preparing currency transaction reports.

Cross-sell bank products by answering inquiries, informing customers of new services and products promotions, ascertaining customer's needs and directing customers to a branch representative.

Accounts Receivable Officer/Receptionist March 2015 – May 2019

Advertising and Marketing Jamaica Limited

Provided customers with high level of service, privacy and confidentiality, maintained a friendly, welcoming attitude

Experience optimizing the accounts receivable function by improving procedures and controls. Proven ability to determine root cause of issues and recommend improvements.

Prepared Account Receivable records; prepared statements, bills and invoices

Responded to customer inquiries regarding account status and reconciled expenses

Maintained the Peachtree billing system, generated invoices and account statements

Investigated and resolved irregularities and enquiries

Achievements:

Accomplished company’s benchmark target by winning the Advertising Agency of the year 2016 and 2017, respectively.

Built and maintained healthy team synergy with colleagues

Administrative Assistant January 2010- July 2014

University College of the Caribbean, Kingston, Jamaica

Provided administrative services to enhance efficient and effective operations

Participated in the implementation and training of the student management system

Prepared weekly and monthly reports

Provided customers with high level of service

Providing excellent knowledge of customer service techniques, writing business letters, and streamlining office systems

Trained new staff in job responsibilities and company regulations

Achievements:

Provided training for students and staff in using the Student Management System

Customer Service Officer/Drafter

National Land Agency, Kingston, Jamaica April 2002- December 2009

Trained clients island wide to use eLand jamaica, the National Land Agency’s online property search service

Updated information on the Agency’s online property search service

Ensured the relevant documents are submitted with Certificate(s) of Titles presented for processing and endorsement of land conveyancing matters

Checked the accuracy of draft endorsements on the Land Registration System

Printed endorsements in accordance with established guidelines

Achievements:

Assisted with the implementation of the National Land Agency Registration System

Trained clients island wide how to use the Agency’s online property search service

EDUCATION

Associates of Science: Majoring in Business Management, The University of the West indies, Jamaica, 2010

(equivalent to a two-year Diploma from a Canadian University as determined by World Education Services in Toronto, ON)



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