Ana Reis

Strong background in banking operations and retail experience with a well-rounded skill set combining financial accuracy, customer service excellence, and operational efficiency. Deep understanding of transaction processing, account management, compliance procedures, and internal controls. Highly organized, detail-oriented individual who thrives in collaborative environments and is resourceful, proactive, and consistent in seeking ways to improve processes and drive efficiency.

OPERATIONS OFFICER II - CORPORATE - TD CANADA TRUST

(2021-07 - 2026-02)

• Complete processing activities accurately and efficiently while productively adhering to established policies, procedures and delivery standards
• Execute more complex transactions accurately, on time and in line with established guidelines / procedures while adhering to formal or informal Service Level Agreement(s) (SLAs)
• Manage a high volume of clients and handle multiple assignments utilizing various applications while identifying opportunities for service and delivery improvements
• Contribute to team efforts by ensuring personal productivity consistently exceeds 100% and collaboratively working on various assignments
• Work with very stringent timelines to actively complete different procedures requested by partners
• Identify opportunities to improve service delivery

CUSTOMER EXPERIENCE ASSOCIATE - TD CANADA TRUST

(2016-10 - 2021-07)

• Process customer transactions; deposits, withdrawals, and bill payments while providing effective and legendary service
• Provide day to day advice needs, digital education and connecting on a personal level to advise appropriately and clearly on banking solutions and processes
• Respond and resolve customer concerns by using standard procedures and escalating any non-standard activities, as necessary
• Achieve assigned goals and business objectives by promoting banking advice/solutions and completing business processes in a timely and accurate manner
• Send referrals to sales team members, while actively involved in Lobby leadership
• Open/close branch compliantly and secure desk operator - hold all vault combinations, cash management responsibilities, ordering and shipping cash
• LEI - Quarterly recognition by DVP for excelling in customer satisfaction

CUSTOMER RELATIONS COORDINATOR - TD CANADA TRUST

(2017-07 - 2018-03)

• Assist frontline staff with sales advice, day to day transactions, handling customer problems and escalating if need be
• Provide accurate and administrative support to TDCT management team
• Process investigations, discharges, and customer requests along with daily updates for campaigns and marketing materials
• Prioritize and manage own workflow to ensure quality and efficiency following branch procedures and ensure staff are aware of audit requirements

CUSTOMER SERVICE REPRESENTATIVE - BANK OF MONTREAL

(2018-03 - 2019-11)

• Perform personal/commercial transactions while identifying sales opportunities with current and potential clients and initiating referrals to appropriate team members
• Engage customers in conversations about current and future financial needs
• Demonstrated ability to manage workflow in a multi-tasked environment and ensure deadlines are met
• Relationship builder and able to interact respectfully and confidently with colleagues and the leadership team
• Independently manage, load, and reconcile cash transactions between treasury and various branch units (CRU, ATMs)

SALES ASSOCIATE/BRAND AMBASSADOR - MICHAEL KORS

(2013-09 - 2016-08)

• Provide the highest level of customer service
• Meet targeted sales goals
• Utilize the elevated levels of sales and service to maximize sales performance
• Demonstrate an in-depth knowledge of the merchandise
• Build and maintain repeat clientele book

CLASSIFICATION SPECIALIST; FOOTWEAR & APPAREL - MICHAEL KORS

• Utilize the focus report to follow up with District and Regional managers on weekly and monthly department sales
• Take monthly calls with department buyers to talk about UPT (units per transaction), SPH (sales per hour), ADS (average dollar per sale) on product sales

FOOTWEAR & ACCESSORIES MANAGER - URBAN PLANET

(2007 - 2013)

• Arrange visual merchandising layouts based on directives from the visual department
• Ensure that displays meet company standards
• Adjusted merchandise prices according to markdown procedures and verified accuracy of adjustments
• Responsible for maintaining a clean sales floor
• Ensure that product is well presented to customers
• Assist customers with purchases and enhancing their purchasing experience thought product recommendations to meet their needs

SHIFT LEADER - URBAN PLANET

(2007 - 2013)

• Lead store in absence of management
• Assist associates in meeting the sales objectives
• Ensures all team members are committed to providing friendly and knowledgable service

LP DELEGATE - URBAN PLANET

(2007 - 2013)

• Ensure loss prevention policies and practices are adhered to in order to reduce internal and external theft

CASHIER - URBAN PLANET

(2007 - 2013)

• Provide friendly and knowledgable service on merchandise including benefits and features
• Respond appropriately to customer inquiries and concerns
• Ensured proper handling of daily receipts, balanced registers and nightly bank deposits
• Increased sales by achieving excellence in customer service

TEACHERS ASSISTANT - NEW ARISING ACADEMY

(2018-09 - 2020-01)

• Support teacher with students aged 3-5 with tasks such as report cards and skill assessments
• Look after classroom when teacher is not present, participate in class work, activities and field trips
• Do one-on-one class work with students who need additional aid

Ontario College Diploma - Fashion Management - GEORGE BROWN COLLEGE (2008-09 - 2010-06)