Executive Assistant Csr

Amanda Rachael Rocha

A: Mississauga, ON M: 437-***-**** E: *************@*****.***

LinkedIn: https://www.linkedin.com/in/amanda-rachael-rocha-968513184/ PROFILE SUMMARY

A Self-motivated human resource professional with a broad experience in recruiting, employee engagement, administration, client service with an ability to work independently and work under pressure and passionate to learn more and go the extra mile.

SUMMARY OF SKILLS AND INTERESTS

Client Services Interpersonal Skills

Administration

Employee Relations

Microsoft - Office (Word, PowerPoint and Excel)

KEY ACCOMPLISHMENTS

Received the Beam Award for outstanding performance in Q1 of fiscal 2020 and Q2 of fiscal 2021 at BMO – Bank of Montreal Financial group.

Worked on the Logo Refresh Launch of Aditya Birla Group (A premium global conglomerate) project in 2016 ensuring the new look is consistent throughout the various offices and is ready in time for the launch across the city

Streamlined the background check process and creating Standard operating procedures (SOPs) to clear backlog of cases and ensuring reduction in the TAT to 50% of the time to close per case at Integreon PROFESSIONAL EXPERIENCE

Specialist – Corporate Card

BMO - Financial Group May 2022 to Present

Building and maintaining relationships with clients and understanding their needs and ensuring excellent customer service.

Proactively address and resolve any system/application issues or concerns, including investigating in BMO systems to understand the underlying root cause and escalate as required to resolve the issue or concern as required.

Perform all required documentation to ensure accurate processing and delivery of requests.

Maintain the confidentiality of both customer & Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures

Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action. Associate – Corporate Card

BMO – Financial Group June 2019 to May 2022

Understand risks and take appropriate actions as they relate to corporate banking products, including all documentation, and any other requirements to maintain operational integrity.

Understand regulatory and compliance requirements that include, but are not limited to, Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions, in accordance with Bank policies and procedures; take appropriate action.

Adhere to all BMO policies and procedures when dealing with customers in order to minimize risk to the business and provide the customer with appropriate information as per established regulations.

Maintain the confidentiality of both customer & Bank information to protect the customer and the Bank and to ensure compliance with Bank policies and procedures Operations and Marketing Partner

Bows and Rainbows – Mumbai, India June 2017 to March 2019

Design and develop new products as per the market requirement and client demand to stay ahead of competition in the market and Working on strategic plan to sustain and expand business with existing clients and generating leads to acquire new clients

Managing new product launches and content strategy on social Media platforms like Instagram and Facebook for owned media to reach out and make customers aware of the various products

Sourcing raw materials and reliable vendors for quality of products along with a faster turnaround time to about 15 days in the production cycle

Brand Partner (Human Resources and Administration) Sept 2015 to May 2017 Vyas Giannetti Creative (VGC) – Mumbai, India

Sourced and hired candidates from leading job portals, candidate databases and internal referrals in line with project requirements and carried out salary negotiations to the selected candidates.

Responsible for all on-boarding formalities for new employees including preparation of offer letters, document Amanda Rachael Rocha

A: Mississauga, ON M: 437-***-**** E: *************@*****.*** LinkedIn: https://www.linkedin.com/in/amanda-rachael-rocha-968513184/ validation, reference check and complete all the necessary paper work to ensure a flawless joining process for new employees and conducted new hire orientation programs to foster a positive attitude towards organizational goals

Responsible for Calendar management to avoid an overlap of meetings and calls, Managing emails and calls, setting up conference calls, coordinating for various meetings

Preparing and arranging Travel Plans, Invitation letters, covering Letters and other documentation for outstations meetings and conferences

Maintaining and updating database of all potential new business clients to avoid a miss out of new client.

Human Resources Executive Jan 2014 – May 2015

Integreon Managed Solutions Pvt. Ltd. – Mumbai, India

Sourced and hired candidates from various job portals, databases, candidate referrals, job fairs and IJP’s within the give timelines and carried out salary negotiations to the selected candidates

Responsible for the background and reference check process and document updating and scanning throughout the employees lifecycle

Conducted new hire orientation programs for new employees to introduce the organizational goals and expectations and tracked training programs for existing employees to enhance their productivity and the work life culture

Executive Assistant Nov 2010 – Nov 2011

Deutsche Bank – Mumbai, India

Managed 2 Directors and their teams, responsible for Calendar management to avoid an overlap of meetings and calls, responding to emails and calls to ensure a smooth flow of day to day activities

Maintained and updated organization charts, presentations and teams job descriptions to reduce job duplication within the team

Prepared Travel Plans, Drafting Invitation letters, covering Letters and other documentation for internal and external stakeholders

EDUCATION

Professional Degrees

Master of Management Studies, Human Resources University of Mumbai Mumbai, India 2012 – 14 Bachelor of Arts, Sociology University of Mumbai Mumbai, India 2007 – 10 PROJECTS/INTERNSHIPS

HDFC Bank April 2013

Standardization of all the Job description and share reports to the reporting manager

Checking Job descriptions to reduce the job over lap

Updating the organization charts of various verticals COMMUNITY & EXTRA-CURRICULAR ACTIVITIES

Corporate Social Responsibility

Creative Handicrafts – Women empowerment organization

Research, creation and updating of CSR information on the database

Involved in sales promotion activities

Marketing & promotions of products

Avoid Honking Campaign

‘The Road Show’ Event for DBIT- MMS at 10 Location all over Mumbai

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