Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Additional Information
Timeline
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Susan Manna

Toronto,ON

Summary

Dynamic professional with a proven track record in banking excelling in database/document management and regulatory compliance. Expert in leveraging customer service skills to boost sales and enhance customer satisfaction. Demonstrated ability to manage high-volume tasks efficiently, with a keen focus on achieving and surpassing sales targets.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Leader on Duty/ Sales Associate

Almost Perfect Inc.
03.2023 - Current
  • Handled all cash office duties; daily reports, balancing of store, investigating any shortages /overages. Tended to banking -cash deposits, maintenance of petty cash for floats and POS terminals.
  • Collaborated with team to identify sales trends and implemented initiatives to enhance revenue.
  • Conducted and led inventory reporting on weekly basis. Resulted in an increase of sales revenue by 33%.
  • Solicited customer feedback to identify and improve on areas of weakness. Coached and mentored.
  • Maintained overall safe work environment with employee training programs and enforcement of safety procedures as Health and Safety Rep.
  • Gathered, organized and input information into digital database.

KnowledgeBase Coordinator/Communications Sp.

CIBC Digital Channel
07.2000 - 12.2007
  • Responsible for CIBC Knowledgebase comprising of all English/French written material in appropriate brand and tone used to support Digital Banking channel.
  • Supported the operational workflow by researching the accuracy, editing or creating new procedures, scripting and product information for Digital Banking’s Intranet.
  • Performed daily and monthly analysis of online secure requests and emails with emphasis on technical, fraudulent or security issues.
  • Used data to identify urgent issues (technical, customer or bank security/risk) and created mass mailing responses for clients via email alongside bulletins on Intranet.
  • Collaborated with Digital Channel to confirm detail of communications in mass mailings
  • Enhanced customer satisfaction by responding and servicing within established Service Level Agreement

Customer Account Representative

CIBC Contact Center
09.1995 - 07.2000

Fulfilled inbound/outbound servicing to customers on all retail banking matters including investment and credit products. Consistent focus on sales targets, account retention and compliance.

Leveraged foundational knowledge working on Customer Care queue and Fraudulent queue

Branch Teller

TD Main Branch - Bay Street
05.1994 - 10.1995
  • Ensured compliance while processing transactions relating to personal or business banking matters.
  • Using mathematical abilities to balance credit/debit ledgers and cash accounts.

Bilingual Customer Service Representative

TD Bank VISA Contact Center
06.1993 - 09.1994
  • Managed high-volume inbound calls, effectively prioritizing issues to ensure swift resolution and customer retention.
  • Inbound calls varied from account closure requests, lost/stolen cards, transaction disputes, billing issues, card transfers, credit limit increase requests, etc.

Education

O.S.S.D With French Extended Certification -

Lawrence Park Collegiate Institute
Toronto, ON

Bachelor - Business Mgmt And French Language

University of Toronto
Toronto, ON

Skills

  • Database/Document and Cash Management
  • Regulatory Compliance
  • Customer Service/ Sales Focus
  • Data Entry/Data Analysis
  • MS Office, COINS, ECIF, HTML basics,50 wpm
  • Knowledgeable in Bank Code of Conduct, PIPEDA

Accomplishments

Received Four CIBC Quarterly Recipient Awards


Participated in various digital banking projects; launch of CIBC banking via CD ROM, CIBC Online Banking, Digital Signatures, launch of Presidents Choice Financial.

Languages

English
Full Professional
French
Limited Working
Macedonian
Limited Working

Certification

French Extended Certification

Additional Information

Honed my tutoring skills, communications, time management, multi-tasking, budgeting and decision-making skills as a stay-at -home parent of 3 children from 2007 to 2023. Volunteered in Rep sports leagues, class parent in elementary grades and parent liaison for special education supports. Assisted in a multitude of fundraising efforts including the school’s playground/turf initiative.

Timeline

Leader on Duty/ Sales Associate

Almost Perfect Inc.
03.2023 - Current

KnowledgeBase Coordinator/Communications Sp.

CIBC Digital Channel
07.2000 - 12.2007

Customer Account Representative

CIBC Contact Center
09.1995 - 07.2000

Branch Teller

TD Main Branch - Bay Street
05.1994 - 10.1995

Bilingual Customer Service Representative

TD Bank VISA Contact Center
06.1993 - 09.1994

O.S.S.D With French Extended Certification -

Lawrence Park Collegiate Institute

Bachelor - Business Mgmt And French Language

University of Toronto
Susan Manna