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Manager Customer Service, Admin

Location:
Pembroke, ON, Canada
Posted:
March 24, 2021

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Resume:

Kristin Plumley

C: 613-***-****

E: adk5l9@r.postjobfree.com

KP

Skills

Excellent leadership skills

Supervisory experience

Customer satisfaction and de-escalation

Problem solving and troubleshooting skills

Consistent attention to detail

Proficient with finance rules and procedures

Able to quickly build rapport with customers

Excellent in mathematics and numeracy

Ability to proactively manage time and deliverables

Knowledgeable in Microsoft Office applications including Word, Excel and PowerPoint

Professional Experience

Personal Banking Associate, TD Bank

Pembroke, ON – November 2014 – Present

Responsible for opening and closing the branch as senior supervisor

Help customers with their daily banking needs

Primary point of contact for customer complains and escalations

Assist with training new hires on procedures and internal tools

Manage customer appointments and schedules

Verify and input daily cash transactions to balance bank vault

Investigate and solve cash outages / branch losses

Processing and releasing cash wire transfers

Resolving financial queries and concerns

Opening and closing new banking accounts

Complete and process applications for loans and credit cards

Renew existing mortgages, getting them the best rate available

Start estate process for those whom have passed, from notifying our estate department, to processing account/ investment payouts to beneficiary's.

Interim manager of Customer Experience

Manage internal and external business relationships

Understand and provide tailored recommendations to the customers unique needs

Provide basic investment advice where applicable

Provide product solutions to customer banking problems

Assess and report any high risk or non-standard transactions

Continuous training on products and financial offerings

Refer high net worth clients to financial planners whom work with-in TD

East side Mario's Server/Bartender

Pembroke, ON — May 2013-Dec 2014

Greet and welcome guests upon arrival

Efficiently describe and recommend food and drink specials in a very fast paced environment

Accurately enter orders into POS system and assist other team members

Stay organized and manage time efficiently while serving 30+ guests

Act as first contact for large parties (i.e. sports tournaments, dance competitions)

Always maintained a professional and pleasant appearance even under high stress

Balance cash register before and after shift

Open and close restaurant

Take morning product inventory

Education

Stratford Career Institute, Administrative and Secretary Assistant

September 2012

Two-year online course condensed into a 1-year program

Made the honors list graduating with a 4.0 GPA

Fellowes High School

Class of 2011

High School graduate with a 3.0 GPA

Certificate of honors in Science and Technology which is only given out to those of who successfully achieved a 3.8 GPA in 3 or more Science or Tech courses.

References

Brian Gillespie, Branch Manager-TD Canada Trust Pembroke

Phone: 613-***-**** x250



Contact this candidate