Desiree Purchase
Bowmanville,Canada
Overview
7
7
years of professional experience
Work History
Client Processing Representative, Client Activation Experience
CIBC Mellon/BNY Mellon
Toronto, ON, Canada
01.2018 - 01.2022
- Managed account opening and closure processes, ensuring accuracy and compliance with company standards
- Prepared and delivered monthly KPI reports to monitor performance and support data-driven decision-making
- Conducted quality checks and maintained client accounts, ensuring up-to-date and accurate records
Receptionist
CIBC Mellon
Toronto, ON, Canada
01.2016 - 01.2018
- Provided essential organizational support to management and clients, ensuring smooth daily operations
- Managed and directed general inquiries, ensuring prompt and appropriate responses
- Enforced security protocols, ensuring compliance with company procedures
- Coordinated client meetings, managing calendars and logistics
- Assisted Accounts Payable by handling new vendor setups
Hospitality Coordinator
CIBC Mellon
Toronto, ON
09.2014 - 01.2016
• Transformed office spaces into dining environments for client and internal meetings.
• Supervised logistics and ensured timely delivery of supplies.
• Assisted with reception duties, including managing a multi-line switchboard and booking meeting rooms.
• Handled documentation and data entry tasks with precision.
Education
Diploma -
Bowmanville High School
Bowmanville, ON01.2009
Skills
- Communication
- Problem Solving
- Multitasking
- Confidentiality
- Adaptability
- Critical Thinking
Key Qualifications
• Communication: Strong written and verbal communication skills with the ability to interact effectively at all levels. • Problem Solving: Proven ability to identify issues, implement corrective actions, and enhance operational efficiency. • Multitasking: Adept at handling multiple tasks under pressure while meeting strict deadlines. • Confidentiality: Demonstrated ability to maintain discretion and handle sensitive information with care. • Adaptability: Quick to grasp new concepts and adapt to different work environments. • Technical Skills: Proficient in MS Office Suite, Word, Excel, PowerPoint, Outlook, Epicore Application, and Lotus Notes with a willingness to continually upgrade skills as needed. • Critical Thinking: Capable of evaluating situations logically and making effective decisions.
Timeline
Client Processing Representative, Client Activation Experience
CIBC Mellon/BNY Mellon
01.2018 - 01.2022
Receptionist
CIBC Mellon
01.2016 - 01.2018
Hospitality Coordinator
CIBC Mellon
09.2014 - 01.2016
Diploma -
Bowmanville High School