Clerical Data Entry

Marilyn McNabb

*****-*** ****** ********, ** T*E 1Z5 780-***-**** *********@*******.***

Career Overview

An accomplished customer and operationally focused administrator in Retail, Estate and Trust and Wealth Private Banking. With strong customer service and operational background in customer service and Branch administration. Combine with extensive administrative and marketing experience complemented with commitment to results, exceptional customer service and creativity to meet and exceed goals to grow profits.

Skill Highlights

- Strong Customer Service Standards with alignment to business requirements

- Thrive in high volume work environment utilizing organization of all duties and activities assigned

- Provide support with efficiency and using active listening to provide resolution for all customer inquiries

- Demonstrated reliability with a friendly, positive energy lifestyle with an excellent work attendance

- Accurate processed all accounting responsibilities included payment processing, mail and variety of complex administrative duties

- Navigating computers and other databases - utilizing a variety of payment systems similar to JOIN, Microsoft Office, Word, Excel and Outlook

Core Accomplishments

- Performed consistently high service standard regarding proactive contact, central client point of contact, recorded and maintained the Client Contact database

- Daily duties included all mail duties, answered more than 100 inbound calls, reviewed and responded 50 incoming electronic mail and prepared more than 50 general correspondence and 250 payments processed, investigated and reviewed

- Executed on Client Cash Management Requests, plus monitored and reviewed of more than 100 specialized client accounts along with account review activities to reduce risk

- Daily duty to arrange, prepare and accurately organize more than 300 physical and electronic files to

- Assembled and set up information regarding assets including research into the tax costs, prepared opening inventory for an accurate Record of Trust using Microsoft Excel spreadsheets

- Created and maintained the Trust data entry and diaries to provide matters of fixed remittances, fee processing, investment reviews and statement production

- Adhered to Federal, Provincial and Municipal legislations, bank and firm standards, policies and business practices to ensure that the appropriate regulatory and compliance requirements were meet related to both new and existing accounts

- Minimized the Bank’s exposure to risk by maintaining awareness and ensuring compliance/adherence to all procedures, regulatory activities and guidelines including Privacy, Anti-Money Laundering, Anti-Terrorist Financing, Financial Consumer Agency of Canada, Know Your Client, Occupational Health & Safety and Guidelines for Business Conduct

- Worked very closely with both internal and external stakeholders in the management and maintenance of client payments and files in accordance with established firm strategy in day to day activities

- Microsoft Word, Microsoft Excel, Outlook, SAP, Client Account Relationship Management System, Payment Resources Information System similar to JOIN, other databases and resolved systems problems within a Network environment

Professional Experience

Compétitive Call Answer Agent November 2018 to present

TELUS

-Responded to both favorable and unfavorable customer interactions over the phone and PC Relay Services for the deaf and hard of hearing

- timekeeping records to ensure applicable collective agreements are followed

-data entry of customer inquiries

-Actively demonstrated professional oral and written communication skills including accurately applied charges

-Prepared correspondence in a timely accurate manner

-Verified data and notify clients of the findings

-Prepared, reviewed and organized incoming mail, courier dispatch notifications and other administrative duties

-Self-motivated and work well with minimal or no direct supervision

-Assisted with system testing

-Committed to continuous learning, demonstrating the ability to learn and apply learned skills to related situations

Cable Locate Support Centre Coordinator II

TELUS June 2016 – November 2018

-Responded to customer requests from regional One Call Center

-Customer service by phone, email, fax and written correspondence

-Edmonton Locate Consortium specialist

-Prepared correspondence in a timely accurate manner

-Verified data and notify clients of the findings

-Prepared courier dispatch notification

-Prepared reports for accuracy

-Verified invoices for accuracy

-Assisted with system testing

-Ongoing learning and development

Customer Service Officer / Branch Administrator August 1979– Nov 2005

The Bank of Nova Scotia

-High performer by delivering excellent customer service to customers, supervisors and all internal and external stakeholders

-Provided branch operational support for data entry, daily record administration, search requests and records management processes

-Completed desk assignments and electronic/physical files management in an effective and timely basis

-Performed complex clerical data entry and retrieval tasks in branch support to internal and external stakeholders

-Maintained and managed records of all active and concluded files, both physical and electronic file as per policies and processing requirements

-Prepared, processed and document all banking transactions including payments

- Maintain branch administration to ensure Branch goals and objectives are met or exceeded

-work independently within the guidelines and procedures governing administrative and financial duties

Private Banking Administrator / Trust Administrator November 2005 – December 2018

Scotia Wealth Management

-Provided and delivered high level respectful customer service to customers in a professional, timely, organized, responsive and approachable manner during all interactions

-Researched and investigated to provide a solution to the customer inquiries

-Answered incoming phone calls, reviewed and responded to emails, face to face interactions

-Daily mail picked up, reviewed, organized and delivered to appropriate departments and staff members

-Prepared, reviewed and submitted monthly and annual financial returns and reports, daily data entry for accounts payable and accounts receivable

-Prepared spreadsheets for account reconciliations and monthly audit of the specialized accounts

-Prepared, organized and filed for all Trust and Estate/Private Banking files, both electronic and physical files

-Occupational Health and Safety officer training and provided support to National OHS Department

-Organized, prepared and participated in scheduling of appointment and meetings

-Developed meaningful Employee Development Plan and ongoing learning to increase knowledge

Education

-Commissioner for Oaths in and for Alberta, Alberta Government - expires March 25, 2023

-Trust Administration and Management Certificate, Investment Funds for Canada, Canadian Securities Institute – 2016

-Certificate of Accomplishment: Organizational Behavior, Fundamentals of Accounting, Business Development-UOA -Queen Elizabeth Secondary School -Grade 12 with Business Diploma – Completed 3 years Law, Accounting and Admin

Volunteer

-Monthly Community Bingo, Food Bank, Relay for Life, Heart and Stroke, MS Walk 1980 to present

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