SAMMIE NGUYEN

Provides information to potential international students and their Agents related to all financial inquires, including invoices, scholarships, payment plan inquiries, payment deadlines, payment options, etc.

• Supports new & current students through payment applications and other finance related issues
• Provides general information for students inquiring about financial and insurance information
• Posting payments, notifies new students about account balances or other items related to NC Student Accounts.
• Triage, sort, and reply to shared email inboxes to further handling by international finance team members
• Respond to phone calls and in-person inquiries

Investigates students’ tuition payments and timelines and informs students
• Identifies and troubleshoots technical issues with payments through multiple sources (e.g. CIBC portal)
• Advises students on payment deadlines, balances, scholarship dates/statues, withdrawal refund status, etc.

• Meet with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
• Identify and troubleshoot technical issues with digital banking through websites, telephone channels, cross-border banking etc.. when arise.
• Investigate discrepancies in bank accounts, payments posting and inform customers appropriately.
• Assist with notifying clients of payment plan due dates, amounts and reminders.
• Assist with posting credit card and mortgage payments, payment deferrals and payment changes.
• Provide savings strategy and financial literacy for international students. Act as first point of support for all international student finance matters and questions
• Prioritize and respond to clients' phone calls, emails and in-person inquiries in a timely manner.

• Welcome and assist New To Canada clients/ International Students in opening new package accounts and introducing banking concept.
• Experience servicing culturally diverse clients with various banking needs, including bank accounts and credit products.
• Work closely with Sales and Service Team to provide marketing ideas, ensure the delivery of a legendary customer experience to every clients.
• Provides information to potential clients related to all financial inquires, including banking fees, interest rates, payment plan inquiries, promotions, special offers and procedures.
• Investigate and submit cases regarding fraud suspicion, bill payment errors, ATM disputes, and provide timely & appropriate response.
• Manage escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.

• Supports customer requests for banking services, including handling transactions and supporting customers who walk into the branch.
• Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
• Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with TD.
• Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

• Create engaging content for all social media platforms including company's website, Facebook and Instagram.
• Assist with content creation and marketing material for new Sales Campaign, Foody Events, Sponsorship, etc....
• Assist Director of Marketing/ Marketing Coordinator with preparing proposal and presentation for potential clients, events and agencies.
• Photo editing and graphic design advertising material.
• Maintain client email and contact database to send out monthly newsletter and promotion using Campaigner.