Tanya Maria Romeo
Airdrie,AB
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
Calgary, AB
01.2022 - Current
- Meet with customers face to face and assist them with opening accounts, applying for credit cards, mortgages, and restructure of mortgages, fulfilling pre-approved credit opportunities, and processing GICs.
- Help customers with financial planning and mapping out financial plans for them and follow-up to make sure they are on track of those plans.
- Advise customers in saving strategies and consolidating debts.
- Help the front-line helping customers when the bank is short staffed.
- Work towards my goals and the bank goals
- Full-Time – 37.5 hours/week
Senior Customer Experience Associate
Scotiabank
Calgary, AB
09.2021 - 05.2022
- Full-time – 37.5 hours/week
Customer Experience Associate (Head Teller)
Scotiabank
Fort St. John, BC
01.2021 - 08.2021
- Head teller duties such as maintaining a cash drawer, balance, and audit the cash register according to policy and schedule.
- Improve the customer’s banking experience with the bank by ensuring that the customers are attended to promptly and all their challenges are resolved without delay.
- Replenish and troubleshoot ATM machines as and when required.
- Conduct regular vault audits and ensure accurate Money transfer.
- Full time – 37.5 hours/week
Receptionist / Customer Service Agent (Part-Time/Casual)
North Cariboo Air
Fort St. John, BC
07.2019 - 12.2020
- Greet & check-in passengers, tag luggage and enter travel information.
- Update passenger manifests as required and update the flight crew.
- Co-ordinate with passengers/clients for no-shows and go-shows to get approval for travel.
- Work with the flight crew to assist in the delivery of service details.
- Perform reception duties as required.
Business Support Executive
YOUGOTAGIFT
Dubai, UAE
09.2017 - 11.2018
- Briefing end users on how the Gift Cards work and assisting them with setting up an account.
- Meet with new and prospective clients to discuss the process.
- Resolve customer queries over the phone, email and online chat when required.
- Ensure gift cards are delivered to clients on time.
- Full-time – 40 hours/week
Accounts Payable Executive
Merit Software Services
Chennai, India
05.2015 - 08.2017
- Receive, follow up and process invoice records from healthcare clients in the UK.
- Conduct weekly conference calls with the clients to provide and receive feedback.
- Quality Check the records and error rating.
- Maintain Accuracy of all files being processed and correct any discrepancies as required after client consultation.
- Full-time – 40 hours/week
Education
Bachelor of Arts - Sociology
Stella Maris College
Chennai01.2014
Skills
- Quick Learner
- Hardworking, motivated, and determined to succeed
- Excellent written and verbal communication skills
- Ability to make well thought out decisions and very detail oriented
- Resourceful in the completion of projects and effective at multitasking
- Very professional demeanor and good telephone etiquette
- Computer Literate (MS Office, MS Teams, Zoom)
Certification
- Class 5, Unrestricted Driver’s License
- Canadian Investment Funds License
- OH & S Representative at Scotiabank – Edgemont branch.
Languages
English
Native or Bilingual
Timeline
Financial Advisor
Scotiabank
01.2022 - Current
Senior Customer Experience Associate
Scotiabank
09.2021 - 05.2022
Customer Experience Associate (Head Teller)
Scotiabank
01.2021 - 08.2021
Receptionist / Customer Service Agent (Part-Time/Casual)
North Cariboo Air
07.2019 - 12.2020
Business Support Executive
YOUGOTAGIFT
09.2017 - 11.2018
Accounts Payable Executive
Merit Software Services
05.2015 - 08.2017
Bachelor of Arts - Sociology
Stella Maris College