Nataliya Vortsepnova Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Communicate with clients through telephone, online chat, SMS, and email.• Provide efficient transactional services to customers (deposits, withdrawals, cheque cashing, debit/credit cards, and pinning, cheque ordering, etc.).• Exhibit strong problem-resolution skills, taking ownership of a complaint or concern and finding a solution.• Provide product and service recommendations to customers and identify potential opportunities that further grow beyond personal banking.

Changchun, Jilin, China

• Provided administrative support to the team and senior management• Prepared, assisted with, and proofread presentations, correspondence, etc.• Maintained calendars for business appointments, coordinated executive meetings, notifications etc. for the CEO.• Filed and maintained all company information and records• Extracted reports from all internal systems.• Review the expenses of the team • Coordinated and confirmed travel arrangements, facility arrangements, catering, etc.• Actively participated as a leader on special projects and initiatives as assigned

Poltava, Ukraine

• Provided general information, and financial advice for customers as well as completed all incoming servicing routines on general inquiries in writing and verbally.• Processed and completed complex tasks, analyzed issues, and acted in accordance with bank policies and procedures.• Prepared and maintained clients’ records in a timely and systematic manner.• Monitored, analyzed, and processed due diligence requests received from branches of the bank, other parties, and payment systems.• Carried out financial investigations of transactions (disputes, chargeback, fraud, and representment procedures)• Worked on new bank products and services, analyzed them, and acted as a sales product expert.• Prepared and submitted monthly, quarterly, and annual reports and presentations in a timely manner to the bank management and stakeholders.• Retained and deepened relationships with customers by instilling confidence and credibility.• Collaborated with colleagues by sharing knowledge and providing expertise to increase bank revenue.• Provided general administrative support and coordinated the everyday work of the department.• Scheduled appointments and arranged meetings with existing and potential clients to keep current on product and service updates.• Provided professional support to the team and clients.

Post-Grad Diploma In Finance, Finance, General

Master Of Education