Daniel Donald Glyn Lewis
Nanaimo,BC
Summary
Dynamically skilled professional with superior attention to detail and a highly ethical nature. Dedicated to identifying challenges while assisting in implementing an understanding of plans for positive growth across multiple fields.
Overview
13
13
years of professional experience
Work History
Customer Account Specialist II Customer Assistance
TD Auto Finance LLC.
11.2024 - Current
- Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
- Processed payments and applied them to customer balances.
- Maintained high volume of calls and met demands of busy and productive group.
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Completed data entry tasks with accuracy and efficiency.
Personal Banking Associate
Bank Of Montreal
06.2022 - Current
- Guided customers through opening accounts, discussed and implemented investment strategies in compliance with MFDA standards
- Acted as primary contact for customers in the setup and process involved with Estates.
- Backed up the teller team by handling the needs of new and existing customers at the main counter.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on the features and benefits of banking products and services.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Business/Personal Tech Support, Sales, Receivables
Shaw Cablesystems
09.2011 - 12.2020
- Cross-Sells, Upsells, product introductions
- Billing: Taking payments, Explaining billing cycles and "due by dates", Negotiating payment arrangements, etc
- Assessed and corrected any Identified environmental and network-related issues
- Phone / Internet product support
- WiFi support (explained wifi and fostered an understanding of its abilities)
- Analyzed and resolved challenges, Customer Education
- Set up service call visits, and organized follow-up as needed
- Business phone product support:
- PBX, VOIP, Multi-Line hunting, call flows
- Maintaining & troubleshooting business services:
- TV, Phone, Internet
- Coordinated site servicing visits (Ensured client follow-up to ensure proper resolution)
Education
First Aid / CPR
St. Johns Ambulance
Nanaimo, BC02.2023
High School Diploma -
Brooks Senior Secondary
Powell River, BC06.1997
Skills
- Valid Fist Aid/CPR
- Empathetic/Active Listener
- Self Directed Learner
- Adaptable
- Detail Oriented
- Administration
- Directed Teams and Training
- Technology Savvy
- Troubleshooting: Advanced WiFi, Hardware networking, RF, Web Hosting, VOIP
- Cultivated Customer satisfaction
- Outlook, Word, Excel, Google Docs, Discord, Social Media
Timeline
Customer Account Specialist II Customer Assistance
TD Auto Finance LLC.
11.2024 - Current
Personal Banking Associate
Bank Of Montreal
06.2022 - Current
Business/Personal Tech Support, Sales, Receivables
Shaw Cablesystems
09.2011 - 12.2020
First Aid / CPR
St. Johns Ambulance
High School Diploma -
Brooks Senior Secondary
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