Service
Resume:
Danielle Phan
“A proven critical thinker; passionate about improving processes and developing
people.”
********.**@*****.***
SKILLS
Experienced customer service professional with a background in client relationships.
Dedicated to helping others and ensuring complete customer satisfaction.
Effective team player with exceptional interpersonal skills.
Ables to facilitate and develop good working relationships with cross-functional groups.
Flexible professional who is open to new ideas and learns quickly. EXPERIENCE
Morneau Shepell, Toronto, Ontario - Workplace Support Coordinator - Employee and Family Assistance Program (EFAP)
JANUARY 2019 - SEPTEMBER 2019
● Ensure monthly reports were received from the counsellors within designated timelines and that all required information is properly documented.
● Managed 22 patients every two weeks for counseling programs, providing services to maintain care standards, and reviewed supportive assessments for individualized patient care.
Dhiplash, Toronto, Ontario - Founder
SEPTEMBER 2016 - PRESENT
● Identified a niche and built a solopreneurship, generated by stellar service to a diverse client base
● Orchestrated customer management of operation, technical, and administrative efforts of recent launch in the household name brand of Dhiplash Lash Strips.
● Analyzed advertising methods, incorporated an Internet presence, and raised product sales with outgoing communication and success through training and continued learning. RBC, Toronto, Ontario - Client Onboarding Specialist - Investor and Treasury Services SEPTEMBER 2016 - PRESENT
● Oversaw timely account documentations and requirements with stringent adherence to international contract’s guidelines. Overhauled reporting systems to a simplified automated process, facilitating meetings and managed compliance of established directives.
● Effectively expanded and attained principal new business openings with a focus on garnering long-lasting partnerships. Tactically exceeded objectives with the acquisition of two new accounts on a regular weekly basis.
Danielle Phan
“A proven critical thinker; passionate about improving processes and developing people.”
********.**@*****.***
● Spearheaded preparation and presentation of intricately compiled documentation on quarterly bridges, plan explanations in addition to weekly and monthly reports emphasizing strategies, risks, and action plans.
● Key contributor for success in accountability for reducing risk to the investors by managing and discovering errors before files were closed.
● Gained a reputation as Subject Matter Expert in ensuring timely services to stakeholders. ScotiaBank, Toronto, Ontario - Project Control Officer - Digital Banking JANUARY 2016 - AUGUST 2017
● Reviews, tracks and reports on consultant and/or contractor progress, expenditures and performance to ensure adherence to project schedule, budget, scope and contract terms.
● Track and manage incoming project artifacts and keep all members of the team up-to-date with current information
● Act as the point of contact and communicate project status to all participants
● Revamped reporting methods and migrated data from Excel spreadsheets to the more nimble agile Digital Banking platforms.
AIESEC, Son La, Vietnam - English Teacher
MAY 2015 - DECEMBER 2015
● Enforced attendance, discipline, and expulsion policies/procedures.
● Responsible for financial planning for the school, including forecasting staff and resource needs, allocating resources for sustainability, and administering funds to minimize waste.
● Promotion of development awareness (Global Classroom) : International development in the area of education.
AIESEC, Tainan, Taiwan - English Teacher
MARCH 2014 - AUGUST 2014
● Implemented standards-based, integrated curriculum resulting in increased student attendance and achievement.
● Built an extensive network of community partnerships to benefit ENGLISH STAR and AIESEC.
● Conferred with teachers, students, and parents to resolve educational and behavioral problems.
EDUCATION
University of Toronto, Scarborough
SEPTEMBER 2012 - APRIL 2014
International Development Studies and Health Studies
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