Ally Financial Inc.Operation Associate
Aug. 2009 - Sep. 2013toronto, canada areaPioneered and provided expertise on Operations for a new Canadian Operations group which was seamlessly transitioned from the US. • Led Retail Banking effort to open and process new accounts on an ongoing basis • Provided SME for Anti-Money Laundering cheque verification. • Head Teller and EFT Account Linking. • Creation of Cheques for Registered and Non-Registered Funds transfers, Account closeout, GICs early redemption, Estates Payments and Service Charge Reimbursement. • Improved process to fulfil clients' requests - opening and updating Sales Force cases, targeting 98% of customer's satisfactions. • Opened production tickets for Incidents and follow up with Outsource partners. • Partnered with contact center to engage customers and reviewing of Registered Accounts transfer status. • SME for CRA engagement for Amended T5 and TFSA Files. • Collaborated and guided Contact Center to assist clients in regards to their daily queries and issues. • Led the review and approval of T5 and TFSA Amendments Files for submission to CRA. • Managed Bond of Indemnification process in the events of uncashed cheques. • Resolved End of Day Balancing, weekly and monthly cheque reconciliation report for manager and help identify issues as required. • Trained new employees and played key role during several banking conversions and operational help. • Pioneered multiple systems (SAM, WebCsr, Sales Force, Cedar, Tealeaf and PD Teller) in the Canadian environment and monitoring tools allowing for team members to increase efficiency. • Liaised on projects such as CDIC Release and TFSA Promotional Campaign. • Client focused knowledge of branch operations procedures, products and services, and applicable regulatory compliance, including Bank Security and "Know your customer" principles.