Colette M. Email and Phone Number

-Administering large defined benefit pension plans. -Prepare and review pension benefit calculations, annual statements and other relevant reports to ensure compliance with pension plan rules and applicable legislation. -Draft responses for call center agents to communicate complex pension plan parameters and technical information to members in plain language. -Author documents to act as guides for employees ensuring consistent methods are used for completing work through improved administrative processes. -Assist in the preparation and verification of annual statements (verification of member data, contributions, calculations and copy validation). -Help organize an plan work required for each client on a yearly basis.

-Act as the first point of contact for personal and commercial banking customers. -Foster strong client relationships through a high level of customer service and quick resolution of customer escalations. -Funding of lending products by satisfying application terms and conditions while adhering to bank policies and procedures. -Complete set up and electronic on-boarding of new employees and clients.

-Demonstrating excellent customer service to clients on a daily basis while processing financial transactions. -Successfully exceed sales targets for MasterCards, account openings and investments.