Summaiya Hadi Email & Phone Number

• Duties and responsibilitiesResponding to inquiries and case intake
• Answering live in-bound calls from and placing outbound calls to consumers and firms;
• Responding to email inquiries from consumers and firms;
• When appropriate, referring consumers to the appropriate firm, regulator or agency;
• Providing information and direction to consumers about our mandate and our complaint-handling process;
• Collecting information from consumers to make mandate decisions.Case Assessment

Toronto, Ontario, Canada

- ITT (INTL to TBR): Assists with connections, rebooking, baggage, compliance, and customer treatment standards.- ITPC (In-Transit Pre-Clearance): Aids customers connecting to the US with security screening, rebooking, vouchers, and coordination with US Customs.- ITPC Rework: Manages rebooking, vouchers, coordinating with other departments, and special.

• Perform a pre-boarding Audit- Responsible to ensure all equipment is in working order and the required stock/supplies are present - Support Check-in, MLL/Café/Signature Suite, Connections, CCT, Regional Ops and.
• If not, Security needs to be called and customer sent to the arranged meet locationo Must use the scanners to board all customers o Lock gate drawers and ensure all doors are closed after departureSequencing (-15)o All.

• Provide pro-active support to our Corporate Account, National Account and Independent Advisor offices, as well to liaison with internal departments to ensure new life insurance applications are processed in a timely.
• Build one-to-one relationships with their assigned branches by being a consistent point of contact for them during the New Business process;
• Pro-actively follow-up on all pending cases to ensure service standards are being met;
• Anticipate the needs of their customers and perform outbound calls, e-mails or new business notifications to keep them informed of the details that are important to them;
• Assume ownership of the files assigned, understand any urgency and assist to solve the problems that may prevent a file from moving through the process as quickly as possible;
• Assistance to the underwriter as required.

• Providing advice, needs analysis, and explaining policies effectively
• Processing applications (gathering information provided, completing medical questionnaires, etc)
• Accurately recording prospect feedback in an online system
• Meeting sales and quality measures on a monthly, quarterly and annual basis
• Regularly communicating with prospects and clients both orally and in writing
• Supporting various marketing/sponsor campaigns

Toronto, Ontario, Canada

• Payment approvals, e.g. outbound payments to client Scotiabank accounts, cheques, wire payments to non Scotiabank accounts, electronic transfers to client bank accounts, etc., various ways to make requests include:
• ABB (Webpost Branch Banking request): payment to BNS accounts;
• ACWS (Automatic Cheque Writing System): electronic payment to client’s bank accounts; physical cheque;
• REQ: cheque payable to client or 3rd party with Letter of Authorization;
• Outgoing wire transfers: payments to client’s non Scotiabank accounts;
• Delivery Against Payment (DAP) transaction approvals.

M4H1C3

• Opening and closing branch with thorough knowledge of daily and periodic Branch routines, procedures and policies as well as thorough knowledge of cash, custody and security processes and procedures;
• Supervising and training the team and ensuring they are motivated to perform;
• Preparing work schedule for the team;
• Providing financial advice and opening various types of account as well as running application for credit card, line of credit and overdraft protection;
• Maintenance on investment accounts (deposit withdrawals, setting up PAC/PAD)
• Safety deposit box custodian - performing the annual verification and responsible for updating and maintaining a reasonable number of boxes available;

• Responsible for handling customer financial transactions (i.e. deposits, withdrawals, wire transfers, loan/mortgage payments, exchanging currencies, etc);
• Cross-selling bank products by answering inquiries; informing customer of new services and product promotions;
• Preventing fraudulent activities by taking the necessary precautions and completing KYC procedures;
• As a head teller - responsible for counting cash and coins including foreign currencies, and making sure the team is balanced.