Customer Experience Associate
TD Canada Trust
Total years of experience :17 years, 8 Months
nhanced customer satisfaction by promptly addressing inquiries and
providing accurate information. Pacing at over 200% of Day-to-Day units.
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Streamlined communication with clients for improved understanding of their
needs and preferences.
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Collaborated with team members to develop effective strategies for
enhancing overall customer experience.
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Improved customer satisfaction by efficiently processing transactions and
addressing account inquiries.
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Enhanced branch sales through cross-selling bank products and services to
customers.
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Conducted daily audits of cash drawer, ensuring accuracy and compliance
with bank policies.
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Established trust with clients by maintaining confidentiality and protecting
sensitive financial information.
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Assisted customers in opening new accounts, facilitating smooth onboarding
process for new clients.
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Educated customers on banking products, enabling them to make informed
decisions about their finances.
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Received mortgage, loan or public utility bill payments, verifying payment
dates and amounts due.
Leadership: Oversaw team of 10 international accounting professionals
managing incoming payments from customers
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SHAWN WERKMAN
Enhanced cash flow by implementing efficient accounts receivable processes
and procedures.
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Reduced outstanding account balances through diligent follow-up on past
due invoices.
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Reports: Produced monthly US sales tax reporting; Generated receivables
reports for review and investigated discrepancies; Helped coordinate
month-end, quarterly and year-end closing processes
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Training: Trained and mentored accounts receivable analysts on customer
interaction, product knowledge and customer service; Enhanced performance
by recruiting, hiring, and training qualified personnel
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Analysis: Tracked aging accounts and followed fair credit and collection
practices to pursue payments for $8 million USD global AR
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Efficiency: Supported company financial health by maintaining 80% of
accounts receivable within current payment terms; Reduced outstanding
balances by pursuing soft and hard collection strategies
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International: International invoice compliance; Filed VAT reports in UAE and
KSA; Assisted in setting up a call center in India
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Audits: • Participated in sales tax audits
• Prepared bills receivable, invoices, and bank deposits.
Posted customer payments by recording cash, checks, and credit card
transactions.
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• Resolved valid or authorized deductions by entering adjusting entries.
Improved overall financial reporting by streamlining control processes and
reporting structures.
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Prepared cash flow projections, cost analysis and monthly, quarterly and
annual reports.
The program is led by knowledgeable accounting professionals with years of experience working in the field. As a student, you get the up-to-date skills modern employers look for through a blend of tutorials, step-by-step assignments and hands-on application. Areas covered include: Business College Math Microsoft Word Introductory Microsoft Excel for Bookkeeping Manual Accounting Simply Accounting Payroll Accounting Practice Career Skills & OHS Keyboarding (Concurrent)