John S. Email & Phone Number

Toronto, Canada Area

• Financial Customer Service and Credit Cards
• Build long-term, multi-product, high value relationships with clients for Tangerine
• Deliver on individual and team objectives that support Tangerine
• Educate Clients on financial products (i.e. TFSA, RIFs Chequing/Savings accounts, RSPs, Credit Card etc.) and on self-service channels in order to enable Clients to serve themselves online
• Execute complex client service transactions
• Identify barriers to delivering an exceptional Client experience and escalate them to leadership

Toronto, Canada Area

• Fully competent in using QuickBooks and Sage 50
• Prepare Financial Documentation for Year-End according to Accountant requirements
• Data Entry, Analyze and Summarize Data including AP, AR, Payroll, Bank Reconciliations
• Administer Daily Cash, Debit and Credit Card Sales, including International Transactions
• Reconcile multiple Bank Statements and multiple Credit Card Statements
• Calculate GST/HST, Taxable Benefits, WSIB and Payroll Withholding

Toronto, Canada Area

• Review and approve/decline inbound approval requests from stores for credit card transactions
• Review applications for new credit card accounts (200 to 300 per day) and approve or decline
• Very High Volume Data Entry using customer credit card account management system
• Consistently exceeded company’s daily Account Processing Volume Targets

Toronto, Canada Area

• Making outbound calls to collect delinquent personal credit card and corporate accounts
• Negotiating settlements and payment methods for both secured and unsecured debts
• Perform tracing to locate delinquent debtors and research to confirm bankruptcies

Toronto, Canada Area

• Outbound telephone research, targeted web-based and proprietary database research.
• Arrange appointments for potential candidates to speak with consultants

Toronto, Canada Area

• Customer service: verbal, written and personal communication directly with clients.
• Designed and used new spreadsheets to improve administration of payroll.
• For clients’ year ends: complete and organize ‘working papers’ for review by accountant,
• General office duties including data entry of client’s AR and AP, and preparing clients’ payrolls.

Toronto, Canada Area

• Customer sales and returns
• Cashier, daily sales and cash reports, coordinate: shipping, receiving, inventory control
• Received Service Excellence Award from Sears Canada

Professional Development - 4 Month Course, Canadian Tax Accounting I - 2015

Professional Development - 4 Month Course, Quickbooks - 2014

Excel Certificate (Macros With Vba)

Excel Level 1, 2 & 3

Professional Development - 4 Month Course, Sage 50 - 2013

Certificate, Microcomputer Accounting, 1 Year Certificate Program

Accounting Clerk Certificate Program

High School, Ontario High School, 9 To 13

Ontario Secondary School Diploma

Education record