Devon Smith Email & Phone Number

Trenton, Ontario, Canada

Trenton, Ontario, Canada

Trenton, Ontario, Canada

With a positive and flexible nature, fill in for the Finance Department’s Accounting Clerk / Customer Service Representative and Supervisor of Revenue and Taxation. Throughout varied assignments through peek periods, vacation vacancies, staff sick leave, leverage strengths in software applications, word processing, data entry, file management, reception (25-line phone / counter), scheduling meetings, taxation functions, and customer service functions. Primarily work at Trenton’s City Hall. Supported taxation mail outs at Frankford site.- Patiently and answer a myriad of questions and explain procedures, schedules and rates for water usage, property taxes, garbage bag tags, yard waste, dog tags, license and permit payments, parking tickets, and more. Distribute mail to entire building. Open generic mail and deliver to the correct recipient. Remain patient, positive, and helpful during busy times and when facing agitated and stressed out individuals. - Hold thorough knowledge of Canadian Union of Public Employees (CUPE) collective agreements (Local 799 & 799.1), benefits, and OMERS pension plans.- Comfortable operating and troubleshooting office equipment (i.e. photocopiers, scanners, multi-line phone systems).

Apply well-rounded customer service skills while working at the front counter and answering phones responding to inquiries relating to all City business. Promote City-wide facility usage and recreation programs. Maintain accurate records / information. Book facilities. Process program registrations and membership accounts to include customer account adjustments. Like all former roles, train new staff.- Initially hired for the temporary support pool (until Oct ’16). Assignments included: Revenue Services Representative (Finance Department City Hall); Accounts Representative (Environmental & Operational Services, Public Works); Customer Service Representative (Recreation, Culture & Community Services); Accounting & Customer Service Clerk (Finance Department Water Section); and Recreation Clerk (Recreation, Culture & Community Services). - Gained content knowledge of the CUPE collective agreement specific to Local 907.

Trenton, Ontario

Maintained an inventory of vacancies, reservations, and room assignments. Registered arriving guests and assigned rooms. Operated a cash register, debit and credit card swipe system, and electronic door key system. Presented statements of charges to departing guests and received payment. Ran night audits for the 290 guest rooms.

Kingston, Ontario

Understood banking and financial needs of customers and provided appropriate recommendations. Served as the primary contact and resource for large / complex investment and credit needs and high value customers. Accepted responsibility to meet or exceed specific individual and team-based business goals. Trained new hires.- As the sole Branch Compliance Officer, frequently stepped up to fill the top role to oversee and support Financial Advisors and Mortgage Brokers and their functions.

Kingston And Belleville, Ontario

Applied, selected, promoted to the Level 1 Finance role, swiftly progressing to Levels 2 and 3 in this non-union setting.- Regarded as the subject matter expert for mutual funds, trades, and other transactions. Advised and patiently explained processes and stipulations to all staff, including the Branch Manager.- Introduced initiatives to bring the Branch files into compliance with by the Mutual Fund Dealers Association of Canada (MFDA), the self-regulatory organization that provides oversight to dealers that distribute mutual funds and exempt fixed income products. Set stringent processes in place for proper greater document controls, data security, sign off (signatures) completed information, client interactions, and policy adherence. Overall efforts reversed a chronic history of “fails” to first ever “passes” for the site.- Outpaced all Financial Advisors from all Greater Quinte Area Branches for the highest value in mortgage referrals.- Within the first year, progressed from Customer Service Rep to Head Teller, managing 6 to 8 former peers.

Business Administration / International Business Diploma

Certificate In Financial Services Advice

Branch Compliance Officer

Investment Funds In Canada

Small Business Bookkeeping / Manual Books Diploma

Travel & Tourism Diploma

Diploma Of International Trade

Municipal Tax Administration Program, Finance And Financial Management Services