Marlyn Harryman Email & Phone Number

Toronto, Ontario, Canada

● Developing and strengthening long term relationships with high value personal and business clients● Analyzing financial statements and documents to assess creditworthiness when working on credit applications like mortgages, home equity lines of credits, student lines of credit, etc.● Implementing financial planning practices when assesing client goals and when assessing capacity● Providing financial advice to educate clients on their current finances and retirement goals●… Show more ● Developing and strengthening long term relationships with high value personal and business clients● Analyzing financial statements and documents to assess creditworthiness when working on credit applications like mortgages, home equity lines of credits, student lines of credit, etc.● Implementing financial planning practices when assesing client goals and when assessing capacity● Providing financial advice to educate clients on their current finances and retirement goals● Ensuring paperwork is properly maintained to compliance standards● Reviewing and providing advice on client investment portfolios to ensure holdings reflect time horizon and risktolerance ● Providing manager delegate duties, mentorship and training to new team members as well as new to role peers● Collaborating with banking partners in financial planning, retirement planning, mortgages and business banking experts to ensure clients receive customized expert advice on a personal level● Leveraging technology to deliver on client experience and drive sales and retention● Proactive in taking ownership of resolving and preventing client escalations● Successfully transitioned to working both on-site remotely to meet more client needs Show less

● Delivered superior client experience by providing personal and business clients with professional and accurate service ● Interacted with clients to build long term relationships through advice, with the objective to better the client experience and meet the needs of the organization ● Assisted front line staff when there is a lot of foot traffic in the branch● Contributed to sale results by providing excellent service and maintaining client relationships● Provided… Show more ● Delivered superior client experience by providing personal and business clients with professional and accurate service ● Interacted with clients to build long term relationships through advice, with the objective to better the client experience and meet the needs of the organization ● Assisted front line staff when there is a lot of foot traffic in the branch● Contributed to sale results by providing excellent service and maintaining client relationships● Provided financial advice and educated clients on digital banking options the bank provides● Assisted clients in their financial needs by opening bank accounts, credit cards and unsecured loans and line of credits● Built and maintained relationships with banking partners to make the most of business opportunities and referrals Show less

• Mentoring colleagues to execute all processes based on standards and consistent operating procedures• Balancing all cash holdings in branch• Ordering cash and branch supplies• Handling more complex transactions like wires, certified checks, and business banking transactions• Contributing to sale results by regularly introducing clients to partners and specialists to deepen client relationships and meet clients financial needs• Providing exceptional customer service and… Show more • Mentoring colleagues to execute all processes based on standards and consistent operating procedures• Balancing all cash holdings in branch• Ordering cash and branch supplies• Handling more complex transactions like wires, certified checks, and business banking transactions• Contributing to sale results by regularly introducing clients to partners and specialists to deepen client relationships and meet clients financial needs• Providing exceptional customer service and building client loyalty• Managing large workloads with tight deadlines• Communicating with clients and resolving any concerns at first contact Show less

Pickering, On

St. Catharines, On

Oshawa, On

• Worked independently and in a team environment under the direction of Manager and the relevant stakeholders as appropriate• Supported staff in developing business proposals, reports, spreadsheets, and other business/financial documents• Executed office duties such as data input while receiving & processing client inquires, resolving problems through written or verbal contact• Reviewed & cross-checked return & refund applications, identifying discrepancies in accordance with the… Show more • Worked independently and in a team environment under the direction of Manager and the relevant stakeholders as appropriate• Supported staff in developing business proposals, reports, spreadsheets, and other business/financial documents• Executed office duties such as data input while receiving & processing client inquires, resolving problems through written or verbal contact• Reviewed & cross-checked return & refund applications, identifying discrepancies in accordance with the Tax Act• Researched Commodity Tax issues and prepared memorandums• Reviewed, inputted and approved or disallowed First Nation Tax Exempt Sales and Usage using the ONTTax operating system• Reviewed and Processed First Nation Tax Exempt Cards• Assisted in the creation of training materials using Power Point• Applied interpersonal skills to work collaboratively within a multi-disciplinary team and shared knowledge with staff and/or clients• Applied accounting knowledge to process, reconcile, calculate and verify financial information paying close attention to details Show less

Oshawa, On

• Worked independently and in a team environment under the direction of Manager and the relevant stakeholders as appropriate• Prepared and processed confidential corporate client tax information• Reviewed and inputted data into various documents• Provided customer service through phone, fax, and email