Amanda Lockhart Email & Phone Number

Greater Vancouver, British Columbia, Canada

Customer Service support to Vancouver & Fraser Valley Distrcits with team of 2 Associate Directors, Sr. Associate & associateSupporting the team with review of legal documents, changes or updates to loans, annual statements & reviews. Processing monthly expenses, organization of client events.Advising clients & sending out their monthly invoices.Selected to help test the banks econsent program before roll out to all of Roynat. Point of contact to help walk others… Show more Customer Service support to Vancouver & Fraser Valley Distrcits with team of 2 Associate Directors, Sr. Associate & associateSupporting the team with review of legal documents, changes or updates to loans, annual statements & reviews. Processing monthly expenses, organization of client events.Advising clients & sending out their monthly invoices.Selected to help test the banks econsent program before roll out to all of Roynat. Point of contact to help walk others through it once was released country wide for RoynatLeader for the BC division of Employee Giving Campaign for 2022 & 2023 Show less

Burnaby

• responsible for training new and existing staff through on-the-job training and classroom sessions as required, on any existing or new polices or procedures, any other gaps found., for teams located in Burnaby and Montreal. • Updating all policies and procedures as needed with scheduled annual review update.• review the daily/ monthly Quality Review and Avaya CMS Reports and identify gaps that need to be addressed, along with call Monitoring to ensure consistent customer… Show more • responsible for training new and existing staff through on-the-job training and classroom sessions as required, on any existing or new polices or procedures, any other gaps found., for teams located in Burnaby and Montreal. • Updating all policies and procedures as needed with scheduled annual review update.• review the daily/ monthly Quality Review and Avaya CMS Reports and identify gaps that need to be addressed, along with call Monitoring to ensure consistent customer service efforts being executed by Verification and Dealer funding team within the appropriate guidelines/policies and identifying trends to improve overall skills• straightforward and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with staff, dealers, and fellow employees. The incumbent works closely with other managers and maintains strong working relationships with dealers and Regional Managers across Canada• dual post with the Verification & Dealer Funding Representative responsibilities including the completing the verification of income and employment status, as well as verification and validation of critical information contained in approved loan applications and other related supporting documents prior to the release of funds to dealers Show less

Burnaby

• straightforward, and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with dealers and fellow employees. • working closely with other representatives on my team, Credit Analysts and Area Sales Mangers while maintaining strong working relationships with our outside service partners.• Viewing income documents provided, as well as all contracts & legal documents required for funding vehicles.• Updating all policies… Show more • straightforward, and knowledgeable service through daily interactions to create a relationship of mutual trust and confidence with dealers and fellow employees. • working closely with other representatives on my team, Credit Analysts and Area Sales Mangers while maintaining strong working relationships with our outside service partners.• Viewing income documents provided, as well as all contracts & legal documents required for funding vehicles.• Updating all policies and procedures as needed with scheduled annual review update.• Helping the trainer with any new staff that came in, spot checking any new or existing staff work to make sure that all information was up to date in the Burnaby office. • Working with accounting team to make sure that any outstanding insurance cheques or dealer required cheques are received on time prior to funding. Show less

North Vancouver

• leading a team of Customer Representatives and as applicable Customer Service Officer(s) in the delivery of front-line customer service• ensuring the team delivers the desired customer experience, while achieving Service Excellence Activity goals, adhering to Bank guidelines and security procedures as well as achieving other objectives related to customer service, human resource management and operational effectiveness• team leader, the incumbent also has a primary… Show more • leading a team of Customer Representatives and as applicable Customer Service Officer(s) in the delivery of front-line customer service• ensuring the team delivers the desired customer experience, while achieving Service Excellence Activity goals, adhering to Bank guidelines and security procedures as well as achieving other objectives related to customer service, human resource management and operational effectiveness• team leader, the incumbent also has a primary responsibility for training, coaching and supporting the professional development of team members• Annual changing of combinations for all safes & cash custody items in the vault , while making sure that all funds in the branch (Tellers & ABMs) balance every night. Show less

Burnaby

• contributing to the overall success of the branch by meeting negotiated Service Excellence Activity goals while adhering to Bank security, operational and compliance procedures and policies• responsible for meeting customers’ day to day transactional needs, resolving their service and maintenance related inquiries and directing sales opportunities to the appropriate sales officer.• provision of human, straightforward and knowledgeable service through your daily interactions to… Show more • contributing to the overall success of the branch by meeting negotiated Service Excellence Activity goals while adhering to Bank security, operational and compliance procedures and policies• responsible for meeting customers’ day to day transactional needs, resolving their service and maintenance related inquiries and directing sales opportunities to the appropriate sales officer.• provision of human, straightforward and knowledgeable service through your daily interactions to foster a relationship of mutual trust and confidence with customers and other team members Show less

Saskatchewan & Bc

* Saturday Morning Opener for busiest store in Saskatoon. Making sure all stations stocked for morning rush, and helping with support as team members prepped ingredients & orders for the day*Part of Training team help train all new employees to business. giving insight to what needed to be done & making sure all health & safety standards being followed.*Trainining team for first double drive thru in Western Canada, understanding how works then coaching others*Team member… Show more * Saturday Morning Opener for busiest store in Saskatoon. Making sure all stations stocked for morning rush, and helping with support as team members prepped ingredients & orders for the day*Part of Training team help train all new employees to business. giving insight to what needed to be done & making sure all health & safety standards being followed.*Trainining team for first double drive thru in Western Canada, understanding how works then coaching others*Team member test out/record switch to 24 hour Drive- Thru. how performed, peak hours & what needed improving for store location. Show less

Diploma, Veterinary/Animal Health Technology/Technician And Veterinary Assistant

Legal Assistant/Paralegal

American Sign Language (Asl)

Veterinary/Animal Health Technology/Technician And Veterinary Assistant