MARTINA CANTILLANO
Vancouver,Canada
Summary
To secure a position in the Business Industry team, whereby I will utilize my work experience in the banking industry. I am skilled in generating taxes, customer service, banking, sales, and credit analysis as well to make a significant contribution to your business unit, and further myself both professionally and personally.
Dedicated professional prepared to bring extensive expertise and results-oriented approach to Specialist role. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
20
20
years of professional experience
Work History
Estates Specialist and Tax
Aviso Financial Inc
01.2021 - 01.2025
- Prepares income returns by proactively gathering and analyzing all relevant supporting documentation, such as income statements, transactions, tax slips, capital gains & losses statements, fees deductions and relevant credits.
- Corporate income tax returns, in a timely and accurate manner, including any tax files.
- Prepare T4, T4RIF, T4RSP, TFSA, NR4 for non-resident investors | tax filings as required including foreign reporting and country-by-country reporting | prepare year-end consolidated tax provisions for the annual audit
- Industry knowledge of MFDA, IIROC, CRA rules and regulations | experience with Dataphile.
- Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines | Intermediate to advanced computer skills in Word, Outlook, Excel | Extremely detail oriented and accurate with a focus on quality assurance.
- Provide support to the Estates Contact Centre by proactively responding to partner inquiries by delivering on fast, friendly and efficient service
- Committed to achieving goals and to succeed. Including and focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise.
- Ensures training checklist is up to date and current.
Trust Administrator
Scotiatrust Wealth Management
01.2018 - 01.2021
- Assisting three Senior Estate Trust & Consultant with Estate Trust’s, Wills, POA, Letter of Directions, Letter of Wishes, Codicil and full administration.
- Assemble information regarding assets in new accounts (including draft documentation in respect of Matters that policy require to be submitted to the Discretionary Powers Committee and correspondence concerning beneficiary/court approval of fees and statements.
- Proactively, maintaining timely written verbal electronic communication with the internal and external contacts to deliver on business objectives.
- Set up client and asset information on the Trust system, including the creation and maintenance of diaries to provide for such matters as fixed remittances, fee processing, investment reviews and statement production.
- Ensuring regulatory requirements, complying with Anti Money Laundry, Code of Conduct, FATCA.
Manager Customer Services
TD Canada Trust
01.2016 - 01.2018
- Manage a team of service employees promoting legendary customer and employee experience while increasing shareholder value
- Lead, coach and develop employees toward achieving business, professional and personal development objectives, responsible for scheduling CSR and general Branch Administration
- Coach to ensure customer problems are handled appropriately, and participate in negotiation and resolution where necessary, while forming long-term relationships with clients.
- Consistently reinforce policies and procedures, ensuring compliance regulations are met
- Responsibility for the branch opening and closing procedures on a rotational basis, cash management etc.: follow and ensure staff are knowledgeable of an comply with Bank industry codes of conduct and with securities laws and regulations
- Motivating and developing CSRs with on-going coaching and reward, ensure legendary employee experience
- Coordinating branch administration and customer compliance. Met audit standards
- Demonstrate respect and knowledge in every customer interaction.
Customer Relations Representative
Scotiabank
01.2016 - 01.2016
- Monitoring customer service traffic to ensure service levels are cover | Provide draft/certified cheques
- Digital Ambassador for my branch | provides customer service with online banking | answer any questions or concerns | closed accounts | Night deposits | ABM
Customer Service Representative
Scotiabank
01.2015 - 01.2016
- Maintain a cash drawer, balances and audits the cash drawer according to policy and schedule
- Provide draft/certified cheques | Assist customer with their transaction banking
- Digital Ambassador for my branch | provides customer service with online banking | answer any questions or concerns.
Administrative Assistance
CIBC Wood Gundy
01.2015 - 01.2015
- Broadridge, V8, Broker Applications, Global Operations, Marketing Manager Recognition, FiPort, Broker Applications, Tax Payments, Commission Reports, Portfolio Partners
- EFT Payments, RRIF Payment, Advice Manager Account, Insurance
- Account Transfer, RRESP, RRSP, TFSA Accounts, Reports Postedge
Senior Technical Support
HSBC Bank of Canada
01.2007 - 01.2012
- Provided customer training on HSBCnet applications tools and payments such as: Prada, Gucci, Nike, John Deere, LG Electronics, Coca Cola, and important corporation from Latin American and Italy corporations | Leader Management for Latin America and Italy
- Trained clients on various tools and services related to corporate business (Global). Wireless Banking Business Management | EFT payments, wire payment batches, account transfers | Collection Payments
- Global reference point for all transaction banking core tools and services, responsible for resolving clients’ concerns or problems. Assist in recall/cancel payment contact Canadian Wire room for cancellation, explain to client’s date line as well, appropriate service charge | MasterCards technical support / Provide report once training has been done
- Supported HSBCnet corporate clients on solving technical issues and helping with any concerns or questions they might have immediate assistance is always required, high volume
HSBCNET Technical Support
HSBC Bank of Canada
01.2005 - 01.2007
- Leader Management for Latin America and Italy
- Reviewed/prioritized problems reported and took ownership from the reporting customer through to resolution of the problem reported
- Global reference point for all transaction banking and core tools and services; with responsibility extending to all HSBCnet market tools / services
- Provide customer training on HSBCnet applications tools
- Assist in user acceptance testing existing and new HSBCnet systems and functionality; accurately identify/report errors and provide feedback as appropriate
- Rewarded for Migrating Latin American clients to HSBCnet Global Department
SCOTIABANK
01.2002 - 01.2005
- Promoted by Sales Associate, to Teller to Head Teller Supervisor
- May monitor and review financial institution's security procedures and control access to vault | Ensures supply of money for financial institution's needs based on legal requirements and business demand | Maintains a cash drawer; balances and audits the cash drawer according to policy and schedule | Supervises other bank tellers and their cash drawers | Provides access to the vault and safety deposit boxes.
- Trains employees in customer service and banking procedures
Education
Diploma -
STEP
Canadian Securities Course
Canadian Securities Institute
Vancouver, BCundefined
Royal Roads University
Victoria, BCundefined
Canadian Securities
Vancouver, BCundefined
Academy of Learning
Vancouver, BCFashion Marketing
The Art Institute of Vancouver
Vancouver, BC01.2014
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The Institute of Canadian Bankers
Vancouver, BC01.2005
Skills
- Digital Media Marketing
- Copy writing and editing, social media
- Photoshop, Illustrator, InDesign, Dreamweaver, PowerPoint, Excel and Microsoft Office
- Fluent in English and Spanish, verbal and written
- Wireroom Handle customer’s orders and corresponding notices if payments were executed
- Winner of Global Operations service awarded for achieving a vast Latin American market bringing over 40,000 thousand customers over
Accomplishments
- Collaborated with team of 3 in the development of Tax Project for 2023,2024.
- Supervised team of 8 staff members at TD as Manager Customer Services.
- Resolved product issue through consumer testing.
- Achieved 100 by introducing HSBCnet for transferring new tasks.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Affiliations
- International Association of Administrative Professionals
Interests
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Historical Exploration
Timeline
Estates Specialist and Tax
Aviso Financial Inc
01.2021 - 01.2025
Trust Administrator
Scotiatrust Wealth Management
01.2018 - 01.2021
Manager Customer Services
TD Canada Trust
01.2016 - 01.2018
Customer Relations Representative
Scotiabank
01.2016 - 01.2016
Customer Service Representative
Scotiabank
01.2015 - 01.2016
Administrative Assistance
CIBC Wood Gundy
01.2015 - 01.2015
Senior Technical Support
HSBC Bank of Canada
01.2007 - 01.2012
HSBCNET Technical Support
HSBC Bank of Canada
01.2005 - 01.2007
SCOTIABANK
01.2002 - 01.2005
Canadian Securities Course
Canadian Securities Institute
undefined
Royal Roads University
undefined
Canadian Securities
undefined
Academy of Learning
Fashion Marketing
The Art Institute of Vancouver
undefined
The Institute of Canadian Bankers
Diploma -
STEP