Crystal Mitchell Email & Phone Number

Bridgenorth, On, Ca

Peterborough, Ontario, Canada

Answer phone calls and direct them to the appropriate departmentsInput invoicing, bank deposits, cash reconciliation, statementsInput vehicles to the garage register, data entry, vehicle registration, filing and licensing.Assist with vehicle deliveries and credit applications whenever neededReceive mail and direct to the appropriate department

Peterborough, Ontario, Canada

Assisting customers with financing and leasing decisions on vehicle purchasesOffering extended manufacture warranties, after market warranties, vehicles protections and accessoriesFollowing up and setting up deliveries Interacting with Insurance companies Lease end procedures and lease buyouts

Fb @sweetbutterbakeryandhomedecor

-Open Day to day banking accounts, savings accounts, GICs and renewals, RESPS and RSPS.-Assist customers with obtaining credit products such as credit cards, line of credit, loans and mortgages-Assist with conflict resolution-Assist the front line staff when they are in need, answer customer questions and enquiries.-Assist greeter desk when coverage is needed and assistance with enquiries.-Follow up on sales leads and reach out to customers via cold calls and marketing.-Financial reviews with clients and assistance with financial plans and goals.-Meet weekly, monthly, and quarterly sales and volume goals

Beaverton, Ontario, Canada

- Assist customers with day to day banking transactions such as bill payments, deposits, general questions, and bank card replacements.- Identify customer needs and refer them to the sales team or book appointments for follow up.- Review customer accounts to ensure they are receiving the best service and use of products they currently have with TD and if a need or better product is identified, inform them about the benefits.- Opening and closing procedures, cash handling practices.- Providing consistent and excellent customer service to all customers.- Complaint resolution and fraud investigations.- Answer the telephone in a timely manner and assist customer with day to day questions or booking appointments if needed.- Maintain excellent customer experience scores, meet monthly and quarterly goals

Gamebridge On

-Office administration, taxes, payroll and invoice completion-View client properties and prepare quotes for work to be completed-Manage a small team and ensure all jobs are completed on time and in a timely manner-Communicate with clients, organize and arrange jobs from start to finish, follow ups upon completion.-Collection of invoice payments and banking deposits.-Completion of year end taxes and meetings.

Newmarket, Ontario

-Assist customers with day to day banking transactions while also identifying opportunities for additional banking services.-Assist customers with lending products such as mortgages, lines of credit, credit cards and loans.-Assist customers with investment products such as Mutual Funds, RSPS, GICS and direct investing accounts.-Assist customers with opening day to day banking accounts and portfolio reviews to ensure they are receiving the best service.-Assist customers with opening small business banking accounts, savings accounts, credit cards,terms and GICS.-Assist and cover the greeter desk, greeting customers and answering specific questions they may have, informing representatives of their appointment arrivals.-Assist customers with complaint resolution and fraud investigations.-Review customer portfolios to identify new product opportunities.-Call customers to remind them of upcoming renewals and seek additional opportunities.-Identify opportunities to refer to different departments such as wealth opportunities.

- Assist customers with day to day banking transactions such as bill payments, deposits, general questions, and bank card replacements.- Identify customer needs and refer them to the sales team or book appointments for follow up.- Review customer accounts to ensure they are receiving the best service and use of products they currently have with TD and if a need or better product is identified, inform them about the benefits.- Opening and closing procedures, cash handling practices.- Providing consistent and excellent customer service to all customers.- Complaint resolution and fraud investigations.- Answer the telephone in a timely manner and assist customer with day to day questions or booking appointments if needed.- Maintain excellent customer experience scores, meet monthly and quarterly goals