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
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• Ensuring paperwork is properly maintained to compliance standards

• 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
• Provided financial advice and educated clients on digital banking options the bank provides

• 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

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
• Reviewed & cross-checked return & refund applications, identifying discrepancies in accordance with the Tax Act
• Researched Commodity Tax issues and prepared memorandums

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