Danielle Ritchie Email & Phone Number

Owen Sound, Ontario, Canada

Customer Service Representative/Administration· Completed intensive and comprehensive five-week training program and applied knowledge to provide a range of in-person customer services· Provide accurate information in a timely manner relating to government programs, products and services· Assist customers with interpretation of documents and guide customers in completing documents and forms· Guide clients with difficulties accessing or obtaining specialized… Show more Customer Service Representative/Administration· Completed intensive and comprehensive five-week training program and applied knowledge to provide a range of in-person customer services· Provide accurate information in a timely manner relating to government programs, products and services· Assist customers with interpretation of documents and guide customers in completing documents and forms· Guide clients with difficulties accessing or obtaining specialized information, and refer to the appropriate program area or organization· Fill out and print electronic government forms and documents· Process customer transactions, payments, issue refunds, and reconcile payments with transactions maintain files and electronic database systems· Produce a variety of reports and correspondence Show less

Meaford, Ontario, Canada

·Process standard teller transactions for customers including servicing client accounts, accepting loan payments, cashing cheques, night deposits, correcting discrepancies· Process all client transactions while providing great attention to detail to ensure all transactions were completed accurately and escalating service requests when required· Selling and preparing bank drafts, money orders, wires, and certified cheques in both Canadian currency and foreign currency·… Show more ·Process standard teller transactions for customers including servicing client accounts, accepting loan payments, cashing cheques, night deposits, correcting discrepancies· Process all client transactions while providing great attention to detail to ensure all transactions were completed accurately and escalating service requests when required· Selling and preparing bank drafts, money orders, wires, and certified cheques in both Canadian currency and foreign currency· Maintaining client files and filing systems· Ensure I follow through on the risk and compliance processes and policies to ensure that both the client and the bank’s assets are protected· Assisting with the daily balancing of the bank, vault and ATM· Confident in identifying when referrals need to be made to other financial partners within BMO to ensure each customer’s financial needs are met. Show less