Motivated, enthusiastic individual currently seeking a position in an esteem organization. Highly skilled and experienced in customer relationship building with excellent problem solving, communication and interpersonal skills.
Overview
12
12
years of professional experience
Work History
Member Success Coordinator/Implementation Specialist
XTM
03.2023 - Current
Assisting Members in a professional and effective manner via phone, email and chat
Working through Client escalations promptly and ensuring problem is resolved
Setting up meetings with Clients to educate and train on using the Portal
Create Client Portal with all necessary information.
Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
Taxpayer Service Agent
CANADA REVENUE AGENCY
01.2020 - 01.2023
Offering quality service to taxpayers over the phone by answering all enquiries
Providing thorough explanation and clarification in regards to Individual Tax Return and filing
Researching solutions to specific inquiry using various internal and external resources
Accessing Taxpayer’s Income Tax Returns to review and make any necessary changes
Explaining to Taxpayers various social programs administered by CRA
Provide information about RRSP and account specific RRSP contributions.
Fraud Agent
ROYAL BANK OF CANADA
05.2016 - 12.2019
Attending calls to assist customers affected by fraudulent transactions on their account
Ensuring thorough understanding of the situation and diligently discussing security of account
Accessing accounts with high security and analyze fraud transaction details
Inquiring and probing clients for information, to aid with investigation
Discuss future protection and security of account, to provide confidence and trust within RBC
Create report of fraudulent transactions with accurate details to be investigates.
Branch Redirect Officer/Customer Service Officer
SCOTIABANK, Electronic Banking Division (Toronto)
10.2013 - 05.2015
Providing quality service where customers receive prompt, accurate, and professional resolution to telephone, online and written inquiries (Day-to-Day, Mortgage, Investment)
Providing both internal and external customers with account information by accessing t bank’s online records and systems (AS/400)
Identifying appropriate match between customer needs and products/services
Acting as liaison coordinating with various areas (branch, third party service providers), as required to fully satisfy customer issues
Minimizing risks and losses by adhering to Scotiabank’s policy and procedures
Build customer relationship with the Bank, through effective use of Customer Experience Model.
Customer Service Representative (RBC)
VOXDATA
11.2011 - 06.2013
Making quality calls representing the leading national bank (RBC)
Provide quality service where customers receive prompt, accurate, and professional experience about banking products
Identify appropriate match between customer needs and products/services
Communicating politely and patiently with clients regarding products/services
Keenly targeting on making quality sales throughout the day
Assuring clients benefit from the product and are always satisfied
Promote trust and goodwill of the Bank.
Education
RYERSON UNIVERSITY
High School Diploma -
GEORGES VANIER SECONDARY SCHOOL
Toronto, ON
06.2007
Skills
Administrative Leadership
Information Collection
Complaint resolution
Data Collection
Tax law knowledge
Customer Relationship Management
Portfolio Management
Claims Processing
Proficient Customer Service
Timeline
Member Success Coordinator/Implementation Specialist