Summary
Overview
Work History
Education
Skills
Timeline
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Debbie Otto

Summary

  • Accomplished Customer Experience Associate at Scotiabank, adept in understanding customer needs and regulatory compliance. Excell in product education and recommendations, enhancing customer satisfaction and achieving branch goals. Demonstrate problem resolution proficiency and a proactive teamwork attitude, significantly contributing to a positive work environment.
  • Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
  • Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience

Work History

Scotiabank

Customer Experience Associate
02.2023 - Current
  • Contribute to positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services, and company information.

HUB Barton Insurance

Customer Service Representative
10.2022 - 02.2023
  • Sold auto, travel, recreation vehicle and other various insurance products to individuals
  • Increased customer satisfaction by promptly addressing inquiries and providing accurate policy information.
  • Generated quotes and proposals for clients to match individual needs.

Interior Health Authority

Patient Ambassador
10.2022 - 01.2023
  • As the Patient Ambassador, my primary role was to greet and engage with all individuals entering the building, to ensure their attendance at the site was essential and to ensure non-essential visitors understand entrance restrictions.
  • I also support the safety of patients/residents and their families, and staff, by communicating information about visitor limits in a thoughtful and informative manner.

TD Canada Trust

Customer Experience Associate
02.2008 - 01.2021
  • My duties included, open and close details, reception duties, providing confidential and professional account services to clients, including a full range of banking retail services
  • Cross-sell all banking products such as loans, credit cards, and other channels of banking such as online banking, mobile banking, and the automated voice system
  • Maintain current knowledge of banking regulations to ensure ongoing compliance of all basic and complex accounts
  • Met and exceeded branch goals consistently and had outstanding performance reviews
  • Provided personalized assistance to customers, tailoring solutions to best meet their individual requirements.

Education

University College of Fraser Valley
Abbotsford, BC

Skills

  • Customer Service
  • Understanding Customer Needs
  • Problem Resolution
  • Product and service knowledge
  • Product Education
  • Regulatory Compliance
  • Transaction Processing
  • Product Recommendations

Timeline

Scotiabank

Customer Experience Associate
02.2023 - Current

HUB Barton Insurance

Customer Service Representative
10.2022 - 02.2023

Interior Health Authority

Patient Ambassador
10.2022 - 01.2023

TD Canada Trust

Customer Experience Associate
02.2008 - 01.2021

University College of Fraser Valley

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Debbie Otto