Rebecca Lambert
Vancouver,Canada
Summary
Well-qualified administrative professional with over 10 years experience applying multitasking skills to complete daily duties while resolving issues. Remarkable typing skills, data entry expertise and goal-oriented mentality. Proficient in updating daily logs, investigating discrepancies and managing records. Focused on maximizing service and comfortable working with little oversight.
Overview
12
12
years of professional experience
Work History
Office Administrator
Vancouver School Board
Vancouver , BC
2022.02 - Current
- Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
- Provided administrative support to staff members including scheduling meetings and appointments and maintaining calendars.
- Performed data entry tasks into computer systems accurately with a high degree of speed.
- Composed standard letters, memoranda, forms and other documents from dictation or instructions.
Account Manager
Vancity Credit Union
Vancouver , BC
2017.02 - 2021.04
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Managed existing portfolio and potential leads using CRM system.
- Cultivated long-term relationships with clients to accurately quote pricing and terms that achieve customer objectives.
- Increased revenue by cultivating and securing new accounts while providing value-added services to existing clients.
- Managed budgeting, forecasting and performance for all accounts.
Senior Head Teller
Vancity Credit Union
Vancouver , BC
2015.08 - 2017.02
- Trained newly hired top talent to fill key positions and maximize productivity.
- Developed and coordinated trainings to help individuals learn company policies and procedures and job tasks.
- Maintained confidentiality of bank records and client information.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Completed monthly audits and managed overdraft reports.
Teller
Vancity Credit Union
Vancouver , BC
2012.02 - 2015.08
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Education
CUIC 210
Canadian Credit Union Association03.2017
Financial Planning
British Columbia Institute Of Technology08.2016
Sir Charles Tupper Secondary
Vancouver06.2011
Skills
- Microsoft Office, Word, Excel, PowerPoint, Outlook
- Reporting and Documentation
- Google Calendar and Docs
- Data analysis
- First Aid Level 2
- Keyboard 70 wpm
Reference:
Mike Vulgaris
Principal
Walter Moberly Elementary:
1000 59th Avenue East,
Vancouver, BC V5X 1Y7
(604) 713-4784
mvulgaris@vsb.bc.ca
Reference:
Evelyn Harcus
Vice Principal
Walter Moberly Elementary:
1000 59th Avenue East,
Vancouver, BC V5X 1Y7
(604) 713-4784
eharcus@vsb.bc.ca
Reference:
Christopher Singh
Vancity Senior Branch Manager
Fraser Community Branch:
6288 Fraser St,
Vancouver, BC V5W 3A1
(604) 877-7070
christopher_singh@vancity.com
Timeline
Office Administrator
Vancouver School Board
2022.02 - Current
Account Manager
Vancity Credit Union
2017.02 - 2021.04
Senior Head Teller
Vancity Credit Union
2015.08 - 2017.02
Teller
Vancity Credit Union
2012.02 - 2015.08
CUIC 210
Financial Planning
Sir Charles Tupper Secondary
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