Stephanie Samuels Email & Phone Number

Toronto, On, Ca

Toronto, Canada Area

Toronto, Canada Area

- Management of logical attestations- Management of business continuity plans and programs for FC&FMG including Health & Safety- Late Termination Reporting to Risk Committee- Reconciliation of Audit, Compliance, ORM findings/remediation

Ottawa, Canada Area

I am responsible for executing everyday banking activities for customers, while providing exceptional customer service. This includes, but is not limited to bill payments, selling of credit products, and cash deposits and withdrawls. By being the face of TD, it is imperative that I treat every customer with the utmost respect and professionalism. Also, I must try to resolve all customer disputes and complaints in a professional manner, while escalating when necessary.Outside of these functions, I assist in the opening and closing procedures, including the shipment, receiving and ordering of cash for the branch. During the closing procedures, it is the teller's duty to ensure that our cash is balanced, and so I am experienced in reconciling daily paperwork to ensure this is done. I also maintain and reconcile branch securities such as bonds, visas and safety deposit boxes.I am also one of two health and safety representatives for our branch, and having completed the St. John's Ambulance First Aid course, a first aid attendant.

Ottawa, Canada Area

As a summer associate, I was responsible for migrating the Senior Investigator's case work from hard copy files into a working database for electronic use. This included documenting bank robberies, frauds, and all contact with local police, which involved sensitive materials that needed to be handled carefully and securely. During this time period, I was trained on how to retrieve pictures and video from surveillance equipment at TD Canada Trust branches and ATM's, as well as how to document and process details of robberies to comply with government and corporate standards.I was given the opportunity to work with the Fraud Department for TD, to shadow a Fraud Analyst in her effort to analyze and prevent fraudulent activity on customer accounts.

Exeter, United Kingdom

·Reporting key data to Management and Partners, including the organisation’s instruction levels and customer satisfaction survey results·Distribution and reporting of marketing material·Verification of client data·Scanning and uploading documentation into CRM·Verification of Money Laundering documents

Exeter, United Kingdom

As a Sales Ledger Assistant, my main responsibilities are the monitoring and reporting on the banking activities of the 300 seasonal stores in the UK. On a daily basis, I would be in contact - both inbound and outbound calls - with store operators and territory managers to answer queries in regards to banking and customer transactions.

Ottawa, Canada Area

Responsible for fielding phone calls from service representatives to create and maintain customer accounts and their associated products. In conjunction with this, I would conduct credit checks in effort to assess customer risk for the company. Once a customer profile had been set up, I was responsible for coordinating an appointment between the customer and a technician to get the alarm system set up. Once there, the technician would call the office, where my duty was to ensure that all alarm signals were being transmitted to our system properly. Attention to detail, while working quickly and in an efficient manner was essential for this position.

Toronto, Canada Area

During my time with Sun Life Financial, I was part of a variety of tasks, including the creation and execution of Sun Start, a resource guide for new employees. Two other employees and I were given the resources to create business pamphlets with the assistance of marketing teams across the region. In addition to this, I was tasked with quality assurance for Business Continuity Plans across the global departments, making sure that all of the documents included all pertinent information, and removing redundant data. Administrative duties included creating and editing spreadsheets and word documents and monitoring the Disaster Recovery team email inbox.With that team, I assisted in the planning and execution of disaster recovery tests and creating a user guide for a new database to be used by businesses across the enterprise.

Bachelor Of Arts (Ba), Linguistics

Education record