Summary
Overview
Work History
Education
Skills
PROJECTS
Timeline
Generic

Amanda Brouilette

Morinville,AB

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

10
10
years of professional experience

Work History

Customer Relationship Specialist

ATB Financial
Morinville/St. Albert , AB
07.2022 - Current
  • Engage with clients to understand & address day-to-day banking concerns
  • Provide exceptional client care experience
  • Verify and authenticate clients
  • Identify clients’ banking & financial objectives
  • Open deposit accounts: day-to-day accounts & investments
  • Conduct and authorize banking transactions for clients
  • Effectively & efficiently use ATB internal systems
  • Streamline cash orders & management
  • Act as joint custodian for branch assets: cash & securities
  • Act as the branch administrator: undertake administrative tasks
  • Assist the branch manager
  • Train new joinees: familiarize them with internal systems, transactional processes
  • Oversee and monitor branch limits, reconcile internal accounts, large-scale transactions, cash shipments
  • Direct opportunities to appropriate departments & POCs
  • Produce, track, and maintain reports
  • Follow compliance policies & procedures, undergo periodic training courses
  • Processed and audited international and domestic wire transfers
  • Implemented ‘stop payments,’ locks, prenotes, traces.
  • Introduced and set up business clients with Cananct (CAN-act) and CEBA

Receptionist

Premium Mill Maintenance
Morinville, AB
02.2020 - 06.2022
  • Performed data entry tasks into various computer systems accurately and promptly.
  • Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Maintained an organized filing system of confidential client information in accordance with company policy.
  • Provided excellent customer service at all times while interacting with both internal and external customers.
  • Scheduled and confirmed appointments.

Office Clerk

Ace Lumber and Building Supplies
Meadow Lake, SK
02.2014 - 01.2015
  • Be the first point of contact for the business
  • Attend client in the office and over the phone
  • Comprehend & address client queries within designated timelines Communicate & direct incoming messages & requests to appropriate staff
  • Responsible for branch’s mail organization
  • Introduce clients to new products & services
  • Organize & update client cases, files & requests
  • Act as the branch administrator: make sure the office runs smoothly

Education

Office Assistant Diploma -

Bredin College
07.2022

High School Diploma -

Prince George Senior Secondary
06.2004

Skills

  • Cash Management
  • Client Servicing
  • Administration
  • Management
  • File Maintenance
  • Administrative Support
  • Office Administration
  • Inbound Calls
  • Scanning and Copying
  • Telephone Reception
  • Microsoft Aptitude

PROJECTS

 Solar Panel Financing Program 

  • Received, reviewed, and verified client information and applications to create compliant internal Business Partners (BPs)
  • Processed Payment Orders to complete the loan disbursement process

Timeline

Customer Relationship Specialist

ATB Financial
07.2022 - Current

Receptionist

Premium Mill Maintenance
02.2020 - 06.2022

Office Clerk

Ace Lumber and Building Supplies
02.2014 - 01.2015

Office Assistant Diploma -

Bredin College

High School Diploma -

Prince George Senior Secondary

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Amanda Brouilette