Amanda Pumphrey Email & Phone Number

Mississauga, Ontario, Canada

The connection point between Credit Unions and their clients and the government agency involved in the administration of the CEBA (Canadian Emergency Business Account) program. - Provide support for the CEBA processes between Credit Unions and Export and Development Canada (EDC)- Learning and evolving the product requirements for the changes needed to client files- Scheduling, managing, and communicating requests and requirements through ServiceNow; monitoring progress to ensure a prompt and efficient resolution - Oversee the timely submission of quarterly administration fees by approx. 65 credit unions - Proactively supporting the client relationship and maintaining records and information - Coordinate documentation reviews by C1’s Legal dept. and external counsel - SME for CEBA program at C1- Training new employees - Member of Ontario Social Committee - Member of DEI (diversity, equity & inclusion) Working Group - Switching and card services- Coordination of services with Interac and Moneris

Mississauga, Ontario, Canada

Works closely with the Intake and Foster teams to organize and manage foster supplies and gift-in-kind (GIK) donations.- Weekly onsite visits to storage facility- Ensuring storage unit is kept tidy and organized- Monitoring inventory levels and identifying when supplies are low- Helping to prepare foster kits in advance of an intake of dogs arriving from other countries- Managing the GIK donations of crates, leashes, collars, dog beds, food, etc.

Toronto, Canada Area

Provided support to Wealth Planning and Trust Services initiatives and on-going business operations in alignment with BMO Trust Company’s strategic direction and growth objectives. Proactive teamwork and collaboration with internal and external partners. - Reported to the Director, Product Strategy & Distribution and provided project support with things like, research, arranging for translation, vetting, marketing and communications.- Coordinated activities for the CEO, BMO Trust Company, including, calendar, meetings, human resources and event planning. - Managed and maintained the Trust and Estate Services Intranet site, SharePoint and all marketing collateral and also edited content for brochures, feature sheets, newsletters, websites and/or user guides- Composed confidential and sensitive communications for internal partners, external partners and clients.- Designated by the Director, Fiduciary Trust Management to manage BMO Trust Company’s signing authorities and coordinate regular updates with BMO's Corporate Secretary. - Assisted Indigenous Trust group with administrative tasks- Represented the Trust and Estate line of business at weekly national office communication meetings.- Oversee enCircle's Lifestyle Services program. This included monthly meetings with Morneau Shepell, conflict resolution, monitoring & testing, contract negotiations & renewals, data entry & maintenance of client records and calculating annual Lifestyle Services hour entitlement for clients.- Monitored multiple mailboxes for prospective clients and general trust related inquiries.- Acted as the go-to Selected Accomplishment:- Improved client and employee satisfaction by playing an active role in the process improvement of trust and estate documentation. Ensured documents more user friendly, created fillable forms, condensed the number of pages in client applications and made forms savable for future use.

Toronto, Canada Area

Provided administrative support to BMO Nesbitt Burns(NB) Investment Advisors (IAs) and supported Trust Professionals. Executed account administration for NB IAs, including set up of new accounts, cash processing, bill payment and compiling income tax packages.- Acted as subject matter expert and primary contact for all projects impacting the encircle offering. enCircle is a peace of mind, concierge service for seniors who are delegating their day-to-day banking and financial needs such as cash management, bill payment, and tax preparation. -Managed third-party relationships with the Lifestyle Services provider (Morneau Sheppell) and Tax Preparation firm (Shrigley Battrick) to ensure a superior client experience.- Responded to client needs with appropriate sense of urgency and worked to meet and exceed client expectations

Toronto, Canada Area

Supported five relationship managers with their client’s credit needs.- Prepared documentation and opened accounts for mortgages, line of credits and other credit products.- Completed margins on pledged accounts to ensure no losses incurred.- Consulted with law firms in a professional and courteous manner.- Organized monthly audit to ensure credit products opened according to policy.

Toronto/Mississauga

Served clients in an efficient and friendly manner and assisted with everyday banking needs.- Assisted clients with depositing cheques, withdrawing cash, making bill payments, wire transfers and any other banking need.- Dedicated to supporting Senior Relationship Manager with entire book of clients.- Managed boardroom calendar for meetings, including scheduling and catering.- Directed clients and visitors in a courteous and professional manner- Arranged for couriers

Etobicoke

- Conducted daily banking transactions for customers.- Handled large sums of cash.- Investigated customer concerns to find appropriate solutions.- Made referrals to colleagues.- Trained co-op students and new CSR's. - Was given extra responsibilities during the branches extended hours when management was not available.- Covered CSR’s vacation at various branches

Etobicoke, On

- Assisted 4 Physiotherapists and 3 Physiotherapy Assistants in a busy clinic- Greeted patients in a professional & friendly manner- Assisted with invoicing & booking appointments- Answered phones and responded to incoming faxes- Assisted with backing up all patient computer files prior to Dec 31, 1999