Wendy Roetcisoender
Blyth,ON
Summary
Dynamic professional with a proven track record at CIBC, excelling in customer service and data analysis. Recognized for enhancing client satisfaction through effective relationship building and problem resolution. Skilled in Microsoft Excel and adept at multitasking, I consistently drive process improvements and ensure compliance, contributing to overall operational efficiency.
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
2026
2026
years of professional experience
Work History
FSA
CIBC
09.2024 - Current
- Conducted comprehensive data analysis to identify trends and enhance decision-making processes.
- Ensured compliance monitoring across all financial transactions to mitigate risks and uphold standards.
- Assisted in risk assessment procedures by evaluating potential impacts on client portfolios.
- Developed strong client relationship management strategies to improve customer satisfaction and retention.
- Managed client inquiries and provided timely resolutions to maintain positive relationships.
- Collaborated with internal teams to implement process improvements enhancing overall efficiency.
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Managed complex scheduling tasks, ensuring all meetings and appointments were efficiently coordinated for optimal time utilization.
- Contributed towards client acquisition with efficient lead tracking and follow-up, leading to an increase in the company''s clientele.
- Prepared detailed reports for management review, highlighting trends in revenue growth or areas requiring improvement strategies implementation.
- worked on estates and getting them started til the end
- Processed daily financial transactions in support of finance team objectives.
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
- had 3 Financial Advisor at a time
Financial Customer Service Representative
CIBC
2023 - 01.2024
- Resolved customer inquiries regarding account discrepancies, enhancing client trust and satisfaction.
- Processed transactions efficiently, ensuring accuracy and compliance with financial regulations.
- Maintained detailed records of customer interactions, improving data entry accuracy for future reference.
- Educated clients about digital banking tools, increasing their engagement and usage of online services.
- Collaborated with cross-department teams to streamline financial product offerings, enhancing customer accessibility.
- Monitored account activities for potential fraud, providing timely alerts to clients and safeguarding assets.
- Responded to client feedback, implementing changes that improved service delivery and customer experience.
- Assisted clients with investment decisions, leading to higher portfolio returns and customer satisfaction.
- Educated customers on various financial products, empowering them to make informed decisions and improve their financial health.
- Built strong relationships with clients through attentive listening, empathetic communication, and sound financial advice.
Senior Customer Service Representative
CIBC
03.2022 - 2024
- Coordinated team training sessions to enhance product knowledge and improve overall service delivery.
- Managed escalated customer inquiries with a focus on resolution and customer satisfaction.
- Analyzed customer feedback to identify trends and improve service processes within the department.
- Facilitated interdepartmental collaboration to streamline issue resolution and enhance customer experience.
- Tracked performance metrics to assess team effectiveness and implement improvement strategies.
- Helping Clents with their every day banking needs
- setting up appointments
- answering phones
- in coming and our going money transfers
- night deposits
- faxing scannin and photocopying
- know how to use ECRM/Word perfect.Coins/compass/ Ecif
Personal Support Worker
One Are
08.2013 - 01.2021
- Supported clients with mobility challenges, ensuring safe movement within home and community settings.
- Coordinated household management tasks, including meal preparation and laundry, to enhance living conditions.
- Communicated effectively with healthcare staff to relay patient needs and updates, fostering collaborative care.
- Administered medications as prescribed, ensuring adherence to treatment plans and patient safety.
- Delivered companionship services, promoting emotional well-being through engaging conversations and activities.
- Monitored patient health status, documenting changes and reporting concerns to appropriate healthcare providers.
- Assisted clients in developing routines that enhanced daily living skills and self-sufficiency.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted clients with daily living activities, promoting independence and wellbeing.
- Identified and addressed potential risks in client environments, ensuring safety and comfort.
- Assisted clients in maintaining personal hygiene through bathing, grooming, and dressing tasks.
- Maintained accurate records of patient care, progress, and concerns, contributing to effective communication among healthcare team members.
Secretary
Havenridge Family Treatment Homes
07.2000 - 08.2012
- Managed scheduling and coordination of appointments for staff and clients to optimize workflow.
- Facilitated communication between clients and treatment teams, ensuring accurate information exchange.
- Processed incoming correspondence and routed to appropriate personnel for timely responses.
- Organized and maintained digital and physical filing systems for efficient document retrieval.
- Assisted in preparing meeting agendas and took minutes to document discussions and action items.
- Coordinated travel arrangements for staff, including accommodations and transportation logistics.
- Conducted data entry tasks with precision, ensuring accuracy in client records and reporting.
- Maintained office supplies inventory, placing orders to sustain operational efficiency.
- Executed mail distribution and managed outgoing correspondence to ensure prompt delivery.
- Trained new administrative staff on office protocols and software applications, fostering smooth onboarding.
- Collaborated with team members to streamline office operations and improve client services.
- Supported billing and invoicing processes by preparing necessary documentation for finance team.
- Developed and implemented office procedures to enhance overall administrative efficiency.
- Scheduled appointments and conducted follow-up calls to clients.
- Maintained daily report documents, memos and invoices.
- Answered multi-line phone system and enthusiastically greeted callers.
- Entered data into system and updated customer contacts with information to keep records current.
- Maintained electronic filing systems and categorized documents.
Education
No Degree - Microsoft Excel & Office 365
Brampton Online Learning
Brampton, ON10-2021
No Degree - Accounting Fundementals 1 & 2
Accounting Fundamentals
Brampton, ON01-2021
No Degree - Palliative Care
Fanshawe College
London, Ontario04-2014
High School Diploma -
Wheable
London, ON01-1990
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Estates
- Attention to detail
- Flexible and adaptable
- Dependable and responsible
- Multitasking
- Time management
- Excellent communication
- Multitasking Abilities
- Critical thinking
- Computer skills
- Calm under pressure
- Active listening
- Organizational skills
- Problem resolution
- Verbal communication
- Organization and time management
- Decision-making
- Relationship building
- Call center experience
- Complaint handling
- Complaint resolution
- Payment processing
- Data entry
- Microsoft Excel
- Customer satisfaction measurement
- Professional telephone demeanor
- Microsoft outlook
- Product knowledge
- Paperwork processing
- Order processing
- Documentation
- Administrative support
- Data collection
- Technical support
Languages
English
Timeline
FSA
CIBC
09.2024 - Current
Senior Customer Service Representative
CIBC
03.2022 - 2024
Personal Support Worker
One Are
08.2013 - 01.2021
Secretary
Havenridge Family Treatment Homes
07.2000 - 08.2012
Financial Customer Service Representative
CIBC
2023 - 01.2024
No Degree - Microsoft Excel & Office 365
Brampton Online Learning
No Degree - Accounting Fundementals 1 & 2
Accounting Fundamentals
No Degree - Palliative Care
Fanshawe College
High School Diploma -
Wheable