Financial Institution SalesCanada Platform & Data ServicesClient Executive

• Prepared financial statements by creating working paper, reviewing transaction details, updating reconciliation and documenting issues• Adjusted market value of securities (i.e. fixed income & equity) in long-term disability (LTD) fund and recorded transactions monthly• Drafted an 8-page memo on impact of restructuring transaction accounting and how to recognize City’s annexation of Leduc County• Generated monthly StatsCan payroll report by importing job/earnings data into MS Access and running a series of queries and macros• Created Statistics Review section of the 2019 annual financial report including population, household income, unemployment rate etc.• Updated LTD claimant database in MS Access and liaised with Canada Life & Blue Cross to verify claim status & resolve any issues• Performed journal voucher processing & manual cost allocation for recurring revenue & expense transactions and posted them to SAP• Developed Co-op student manual with step-by-step details on how to complete key tasks such as cheque requisition and tax remittance

• Engaged with personal / business clients to address their banking needs (e.g. cheque deposit, property tax payment, fraud investigation)• Collaborated with internal stakeholders from financial advisors to mortgage specialists to drive referrals and cross-sell opportunities• Enabled clients to self-serve by teaching them to digitally complete transactions (i.e. bill payment, balance transfer, e-statement lookup)• Designed templates for frequent use cases such as balance certificates & wire transfer information forms to improve service efficiency • Created manuals for complex issues including business account online banking registration and foreign currency money order issuance• Helped 50+ students apply BMO debit card by explaining features / benefits of products and how to pay tuition and send wire transfers • Supported various operational activities at branch including cash reconciliation, escalated services requests, daily opening & closing

• Exceeded monthly sales quota by 20% through sourcing new customers and building productive relationships with existing customers• Assisted cashier during the holiday season and engaged in daily cash management tasks• Helped store manager with visual merchandising on the floor and inventory count including handbags, ready-to-wear and accessories• Inspired customers of designing customized bag tags by introducing the personalized monogrammed services