Executive Administrative Assistant

Samantha Victoria McKeeman (known as Galloway)

248-***-**** Royal Oak, MI ******************@*****.*** PROFESSIONAL SUMMARY

Originally from the UK, I come equipped with professionalism and intelligence. Focused on building healthy relationships, and will add value as an energetic, resilient, determined, and honest contributor. Capable of working independently or collaborating as a team member. I have an all-in mentality; determined to overcome obstacles and achieve successful outcomes. Seeking an opportunity to highlight strengths and add value. I look forward to collaborating with you!

SKILLS

• Excellent Communication

Verbal and Written

• Event Planning and

Coordination

• Office Management

• Customer Service

• Accounting

AP / AR

• Confidentiality

• Microsoft Office Suite

Word

Excel

PowerPoint

Outlook

• Banking

Jack Henry Software

Teller Insight

Metavante Insight

Banker Insight

IBS

Concur expenses system.

Iron Mountain

• Account Management

• Data Entry

• Handling Pressure

• Employee Training

• Onboarding

• Networking

• Collaboration

• Reliability

• British Accent

• Core Values

All-In

Continuous Improvement

Trustworthy

Accountable

WORK EXPERIENCE

Sr Specialist/Operations Analyst - Client Management Services – Onboarding Team 2020 – Sep 2024 CIBC Bank Private Wealth – US Region TI&I (Remote)

• As part of the TI&I group, I onboarded clients on the various products offered by the financial institution, specifically working with the Private Wealth team. Our group was known as the “middle office,” where we collaborated with our internal teams, sharing our extensive knowledge of what was literally and legally required when onboarding various products. I trained for four months to gain a broader knowledge of the bank's products and understand what was required more broadly to ease the need.

• Authorized to collaborate directly with our legal team when a special request came in, and the ability to understand when the situation required such action. Training was used to help me gain an even broader understanding of all products and services and what is needed in all circumstances, allowing me the ability and flexibility to act more independently and efficiently.

• Garnered a broad understanding of several types of products (as it pertained to the onboarding process. Executive Assistant 2008 – 2020

CIBC Bank USA - Birmingham, MI

• In 2008, several roles were assigned to one person rather than before; each role had its own team. For example, Marketing had a team of around three people, A/P had a team of people, and each group had one or more assistants.

• After 2008, I assumed more responsibilities, such as A/P and A/R, aiding all teams for all reasons, marketing, event planning, processing expenses, among many others. As time passed, the role evolved, and my responsibilities increased.

I thoroughly enjoyed the role and adapted to it successfully. I earned the respect of my colleagues and peers.

I reported directly to the President.

• I was self-directed and managed in every aspect. CIBC Bank (F/K/A The PrivateBank) USA - Birmingham, MI 2005 – 2008 Personal & Executive Assistant to the President

• Maintained the president’s personal and business calendar.

• Managed confidential information for the President, Senior Management, and Board of Directors.

• Drafted letters and memos for the president and other executives in the department.

• Coordinated and aided with unique events, including company meetings, holiday events, or other events as requested.

• Managed department databases.

• Responded to requests for data or other information as appropriate.

• Managed a wide range of highly confidential records and information.

• Maintained a cash-drawer daily.

• Opened and closed diverse types of retail accounts for both personal and business clients.

• Maintained several types of retail accounts for both personal and business clients, including NOW, DDA, IRA, and CD accounts.

• Coordinated projects as directed by the department head, including preparing reports and handouts for board meetings, mailing projects, and other assignments.

• Managed various personal tasks for the president and other executives as needed.

• Managed all office supplies, such as ordering and record keeping.

• Worked on the Employee Activity Committee, the Banks employee recognition program. Operations Manager/Project Manager 2001 – 2005

North American Bancard - Troy, MI

• Consulted with executives to identify ways to provide operational procedures for various departments within the organization.

• Coordinated training with managers of departments to implement new procedures, as necessary.

• Created relevant reference material to aid company efficiency and compliance.

• Interviewed prospective staff as needed.

• Managed all unresolved escalated issues from various departments.

• Accountable for account retention, negotiation of new contracts, and repricing for larger accounts when necessary.

• Aided over 250 outside sales agents working across the country. General Office & Sales 1998 – 2005

Meier Metal/Metals USA - Hazel Park, MI

• Functioned as Shipping and Receiving Manager

• Receptionist duties

• Sales: nonferrous material

Customer Service Assistant Manager

1994 - 1997

First Chicago / NBD (Bank One) - Troy, MI

• Aided the manager with a staff of 30, providing merchants with their Visa/MasterCard processing customer service.

• Managed and resolved any chargeback issues in accordance with Visa/MasterCard regulations.

• Gathered and reported data on the department's efficiency and productivity of daily work.

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