Carmen Tavares

Assisting families with the scheduling of appointments, answering a multi line telephone system and directing callers to the appropriate department or assisting at point of call, handling of family complaints/concerns via work orders, assisting Funeral Homes with grave openings and other relevant information for upcoming burials. Generating contracts for payments on outstanding balances, wreath orders, and pre-payments. Completing HYDRO contracts for families, inputting information on NEXUS, typing of documents, filing of paperwork, conducting property checks to ensure safety measures are in place, direct communication with Head Office regarding changes with contracts, updating family addresses on NEXUS and cards.

MEMORIAL DEPARTMENT - Assist with processing of orders for Bronze Markers/Monuments/Crypts and Scrolls for installations. Updating relevant information on Supplies and Services (updates/completion dates). Assist in ongoing internal projects as required.

Began my journey as a Customer Service Representative and moved on to Personal Banker and Foreign Exchange Representative and eventually became Assistant Manager/Compliance Officer.

Duties included: Balancing of cash tills, ATM's and Vault inventory. Assisted customers with day to day banking transactions. Performed intense Audit/Compliance Reviews on 19 branches within the district. Sent out collections letters to customers (NSF's or Overdraft Accounts). Made payments to accounts and kept a diary for upcoming payments. Handled files for Investments/Loans/Mutual Funds. Provided professional Customer Service to all clients.