Nancy Elizabeth Fowler
Riverview,Canada
Summary
Dynamic professional with a proven track record at BMO Bank of Montreal, excelling in client service and problem-solving. Adept at fostering relationships and enhancing customer satisfaction through effective communication and attention to detail. Bilingual and proficient in MS Office Suite, I thrive in collaborative environments, consistently delivering tailored solutions to meet client needs.
Overview
32
32
years of professional experience
Work History
Customer Accounts Coordinator
Irving Consumer Products
Dieppe, NB
03.2023 - Current
- Provided accurate account information upon request.
- Coordinated with internal departments to resolve customer issues quickly.
- Responded to customer inquiries, complaints, and requests in a timely manner.
- Created customized solutions for customers based on their individual needs.
- Supported team members by providing guidance as needed during peak periods of work volume.
- Analyzed customer accounts to identify opportunities for improvement.
- Developed and maintained relationships with customers to ensure satisfaction with products or services.
- Received, prioritized and responded to multiple points of customer communication.
- Processed and verified transactions, and ensured accuracy.
- Answered customer questions regarding account discrepancies or problems.
Receptionist
Universal Properties
Dieppe, NB
02.2022 - 03.2023
- Greeted visitors and provided them with assistance.
- Performed data entry tasks into various computer systems accurately and promptly.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Responded to inquiries from internal staff members regarding office operations.
- Assisted with special projects assigned by management when required.
- Maintained a neat reception area by organizing materials and tidying up furniture.
Administrative Assistant
Province of New Brunswick
Moncton, NB
12.2015 - 01.2022
- Supported Regional Director by coordinating travel arrangements for hotels and car rentals.
- Prepared monthly renewal letters and followed up with daycare coordinators on late submissions.
- Collaborated with daycare coordinators to ensure timely acquisition of necessary documents.
- Provided information for inquiries regarding new daycare openings.
- Coordinated with agencies to compile required documentation for new daycare applications.
- Maintained lists of alleged illegal facilities and prepared relevant correspondence.
- Managed daily office operations, including filing, ordering supplies, mail distribution, and responding to inquiries.
- Organized department events and workshops, overseeing catering, venue selection, registration, and supply procurement.
Private Banking Officer
BMO Harris Private Banking
03.2011 - 08.2015
- Working directly with a Private Banker and the clients from their portfolio. Opening accounts, completing pricing work sheets, answering customer enquiries. Processing and filing all client files.
- Working on credit applications and assisting the private banker with completing all the information required to process applications for loans and mortgages.
- Working daily reports and branch compliance including joint custody of securities
- Processing financial transactions as requested by customers
Claims Prep Clerk
Service Canada- EI Claims Prep
06.2009 - 03.2011
- Processing Employment Insurance Claims Processing files daily and storing them both electronically as well as manage paper files.
- Inputting data information from the Record of Employment as well and any supporting documentation.
- Filing, faxing and scanning documents
- Term Position
Clerk
Department of National Defence
05.2009 - 06.2009
- Working for Senior Staff Officer Contracts Policies and Inspections
- Working directly with the SSO- scheduling meetings, filing, replying to emails, photocopying and other duties as required
- Term Position
Branch Administrator and Compliance
Beacon Securities Ltd
01.2007 - 02.2009
- Responsible for the day-to-day operations of the branch, including the supervision of 5 administrative staff members.
- Carrying out financial audits. In charge of compliance for the firm. Audit reports daily for accuracy and completeness.
- Planning and organizing off-site meetings, making travel arrangements for the President.
- Planning, costing, scheduling and organizing training sessions.
- Supervision of Receptionist and providing back up when required
Financial Services Manager
BMO Bank of Montreal
01.1999 - 01.2007
- Retirement planning, sale of mutual funds, opening of new accounts, loans and mortgages.
- Providing after sale service.
- Responsible for completing all required paper work and maintaining of files of clients
- Working in an In-Store location inside a grocery store. Soliciting clients for their business in the aisles of the grocery store.
- Various positions
Assistant Branch Manager
BMO Bank of Montreal
01.1999 - 01.2007
- Supervision of branch personnel.
- Hiring and training staff;
- Daily and monthly audits of branch performance.
- Completing data from daily, weekly and monthly reports.
- Data gathering and reporting
- Providing data to branch manager to use in monitoring of branch activities.
- Acting as branch supervisor in absence of branch manager.
- Cash reconciliation including processing daily transactions and monitoring of branch cash flow; customer service, handling customer inquiries and complaints; marketing of Bank products and services
Customer Service Representative
BMO Bank of Montreal
01.1999 - 01.2007
- Cash reconciliation, including processing daily transactions and monitoring of branch cash flow.
- Responding to customer inquiries and complaints;
- Marketing of Bank products and services to existing and prospect clients
Inside Sales Representative and Data Entry Clerk
Tele-Direct Atlantic
01.1994 - 01.1995
- Outbound call for the sale of “Yellow Pages” advertising
- Customer Service inquiries regarding “Yellow Pages” advertising
- Verification, validation and data-entry of residence directory listings
- Answer queries from public and direct calls
Education
Business Administration -
Compu- College
01.1994
Bachelor of Arts -
Mount Allison University
01.1989
Skills
- Organizational skills
- Client service expertise
- Verbal and written communication
- Attention to detail
- Team collaboration
- Confidentiality awareness
- Problem-solving ability
- Bilingual communication
- Computer proficiency in MS Office Suite, JDE, and various other Irving systems
References
Available upon request
Affiliations
- Vice Chair Board of Directors BGC Riverview
- Paddler for "tit Bateau Breast Cancer Survivor Dragon Boat team
References
References available upon request.
Community Service
- Riverview Boys and Girls Club, Past Executive Secretary
- Riverview Minor Basketball, Past Executive Secretary
- Moncton High Alumni Association, Past Executive Secretary
- Riverview Soccer Association, Past Coach and Assistant Coach
- Frank L Bowser Home and School, Past Vice President
Timeline
Customer Accounts Coordinator
Irving Consumer Products
03.2023 - Current
Receptionist
Universal Properties
02.2022 - 03.2023
Administrative Assistant
Province of New Brunswick
12.2015 - 01.2022
Private Banking Officer
BMO Harris Private Banking
03.2011 - 08.2015
Claims Prep Clerk
Service Canada- EI Claims Prep
06.2009 - 03.2011
Clerk
Department of National Defence
05.2009 - 06.2009
Branch Administrator and Compliance
Beacon Securities Ltd
01.2007 - 02.2009
Financial Services Manager
BMO Bank of Montreal
01.1999 - 01.2007
Assistant Branch Manager
BMO Bank of Montreal
01.1999 - 01.2007
Customer Service Representative
BMO Bank of Montreal
01.1999 - 01.2007
Inside Sales Representative and Data Entry Clerk
Tele-Direct Atlantic
01.1994 - 01.1995
Business Administration -
Compu- College
Bachelor of Arts -
Mount Allison University
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