Jaime Mcdonald
Quesnel,BC
Summary
Organized and dedicated professional with a proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
7
7
years of professional experience
Work History
Financial Service Representative
CIBC
01.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Counted and packaged currency and coins.
Procurement Agent / Administrative Assistant
TELUS Communications
01.2017 - 09.2023
- Verified receipt of items by comparing items received to items ordered and resolved shipment order errors with suppliers
- Established and managed supplier and vendor relationships
- Monitored all purchase requisitions and handled adjustments with vendors
- Created purchase orders and had each signed by production managers
- Developing a streamlined database system to effectively manage and monitor contracts and expiration dates
- Ensured prompt and efficient process of Return Merchandise Authorizations (RMA's)
- Predicting and projecting capital expenditure (CAPEX) and operation expenditure (OPEX) through forecasting
- Coordinated proposal submissions by meeting with the team to discuss proposed resources, draft administrative components, review budget and drive deadline achievement
- Oversaw editing process completion and applied updates for error-free submissions
- Drafted correspondence and other documents for CEO and department heads in the company's voice
- Managed filing system, entered data and completed other clerical tasks.
Customer Service Representative
BMO Bank Of Montreal
- Handled customer inquiries and suggestions courteously and professionally
- Actively listened to customers, handled concerns quickly and escalated major issues to a supervisor
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Offering advice and assistance to customers, paying attention to special needs or wants
- Responded to customer requests for products, services, and company information
- Exhibited high energy and professionalism when dealing with clients and staff
- Investigated and resolved customer inquiries and complaints quickly
- Followed up with customers about resolved issues to maintain high standards of customer service.
Front Office Manager
Sandman Hotel
- Reconciled end-of-day reports to determine accurate billing and payment processing
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities
- Coached employees through day-to-day work and complex problems
- Developed procedures to establish accurate and organized check-in and check-out processes
- Created, prepared, and delivered reports to various departments
- Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns
- Ensured that all accounts receivable billings are accurate and mailed out in a timely manner.
Guest Service Agent
Delta Hotels By Marriott
- Greeted guests upon arrival and offered assistance
- Assisted guests with check-ins, account inquiries and any additional services needed
- Responded to incoming guests, telephone calls and email inquiries with efficiency and professionalism
- Recommended hotel services or amenities that guests may find useful
- Resolved sources of dissatisfaction and implemented processes to prohibit future service obstacles
- Took reservations over phone and through email, recording guest information in the computer system and verifying details
- Balance cash and complete balance sheets, cash reports and related forms
- Work with minimal supervision.
Education
Canadian Investment Funds Course
IFSE
02.2024
High School Diploma -
Quesnel Secondary School
01.2004
Skills
- Microsoft Office
- Microsoft Excel
- Customer Relations
- Account Management
- Active Listening
- Typing Proficiency
- Time Management
- Financial Services
- Mutual funds
- Cash Handling
Timeline
Financial Service Representative
CIBC
01.2024 - Current
Procurement Agent / Administrative Assistant
TELUS Communications
01.2017 - 09.2023
Customer Service Representative
BMO Bank Of Montreal
Front Office Manager
Sandman Hotel
Guest Service Agent
Delta Hotels By Marriott
Canadian Investment Funds Course
IFSE
High School Diploma -
Quesnel Secondary School
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