Bea Mariz Baptista
Customer Service Associate at TD Bank
Hire this person
Send a job offer directly to this candidate
About
I am a customer-focused, dependable, and organized individual with a passion for helping people and creating positive experiences. With strong communication skills, attention to detail, and the ability to manage time effectively, I am excited to contribute as a Customer Service Associate at TD Bank. I enjoy building relationships, understanding customer needs, and finding solutions that make a difference.
I am eager to learn, grow, and take on new challenges while bringing my positive attitude, dedication, and strong work ethic to the TD team.
Experience
Shift Manager / Store Manager-In-Training - Real Fruit Bubble Tea - 2650 Lawrence Ave E, Scarborough, ON M1P 2S1
(2024-10 - 2026-06)
- Delivered exceptional customer service by assisting customers, addressing concerns, resolving transaction issues, and creating positive customer experiences through professional and timely support.
- Processed POS transactions, cash handling, reconciliations, and daily financial records with accuracy and attention to detail while following company procedures for security and compliance.
- Completed bank deposits, cash management procedures, and financial documentation while maintaining confidentiality, accuracy, and financial control standards.
- Managed supplier billing and payment documentation by reviewing invoices, verifying billing details, organizing supporting documents, and submitting accurate records to the accounting department for timely payment processing.
- Reviewed and analyzed historical sales data using Excel to compare performance against sales targets, identify trends, monitor progress, and support operational decisions related to staffing, inventory planning, and business improvements.
- Maintained organized financial records, reports, and operational documentation using Excel and digital systems to support accurate reporting and efficient daily operations.
- Managed employee reimbursement documentation by reviewing, organizing, and filing reimbursement forms, ensuring accurate records and proper documentation for internal processing.
- Ensured compliance with company policies, procedures, and operational standards through regular observations, documentation, team coaching, and follow-up on compliance requirements.
- Led and supported a team of 7–10 employees per shift, assigning tasks, providing guidance, and maintaining a collaborative and service-focused environment.
- Built strong customer relationships by understanding customer needs, providing solutions, and delivering a professional and welcoming experience.
- Managed daily operations by prioritizing tasks, coordinating workflow, and ensuring smooth service delivery in a fast-paced environment.
- Supported employee scheduling by reviewing availability, coordinating shift coverage, and ensuring effective staffing during peak periods.
- Completed daily and monthly inventory counts and reconciliations using Excel to maintain accurate records, reduce waste, and support operational planning.
- Used digital platforms including Lark, Lylipad, and Snappy for team communication, scheduling, ordering, and labour performance tracking.
- Collaborated with regional leaders and managers across 18 store locations to review sales performance, operational metrics, staffing strategies, inventory levels, and best practices.
- Provided operational support across multiple regions by assisting stores with process improvements, staffing needs, and maintaining consistent company standards.
- Coordinated maintenance requests and equipment troubleshooting by reporting issues, following up on repairs, and minimizing operational disruptions.
Hostess / Server / Take-Out - Sukhothai Canary - 460 Front St E, Toronto ON M5A 1H7
(2023-07 - 2025-01)
- Efficiently processed 150+ online orders daily across platforms such as Uber Eats, Snappy, Skip the Dishes, and DoorDash, ensuring timely and accurate order fulfillment.
- Managed 60+ inbound phone calls daily, handling inquiries, reservations, and takeout orders.
- Took careful notes of customer allergies, and ensured accurate communication with the kitchen to prevent cross-contamination and ensure safety.
- Oversaw hosting duties for indoor dining with a 120-seat capacity, managing seating arrangements, greeting guests, and ensuring timely seating for large parties.
- Coordinated table reservations, checked waitlists, and communicated wait times clearly to guests to maintain smooth operations.
- Directed guests to their tables, creating a welcoming and friendly atmosphere for an enjoyable dining experience.
- Used the POS system (TOAST) for order entry, payment processing, and reporting, ensuring accuracy and efficiency.
- Maintained strict food safety and hygiene standards, ensuring compliance with health regulations.
- Delivered exceptional customer service, resolving any concerns promptly and ensuring high guest satisfaction.
Customer Service / Office Administrator - JHL CarShop Trading - Brgy. 1 San Nicolas, Ilocos Norte, Philippines 2901
(2021-02 - 2023-01)
- Monitored and managed Facebook Page, Marketplace, and Meta Business Suite, responding promptly to inquiries, posting updates, and tracking engagement to enhance client interactions and online presence.
- Managed professional correspondence using Microsoft Outlook, including composing, organizing, and tracking emails and attachments for efficient communication.
- Scheduled appointment car viewing, meetings, and client consultations using Google Calendar, preventing conflicts and ensuring smooth daily operations.
- Prepared, scanned, faxed, and emailed important documents, maintaining organized digital and physical filing systems for easy access.
- Coordinated with external agencies, such as the Philippines Land Transportation Office (LTO), to verify records, update vehicle documents, and ensure compliance with official regulations.
- Communicated with financing institutions (frequently Global Dominion Financing Incorporated) to request and provide mortgage/loan quotations for specific vehicles, assisting clients in understanding financing options.
- Managed cash and cheque deposits, ensuring accurate and timely banking transactions at BPI, while reconciling payments and tracking receipts.
- Maintained financial records and performed basic bookkeeping, including updating the general ledger and tracking transactions.
- Assisted clients in completing ownership transfers and other document-intensive processes, gathering all necessary and accurate paperwork to meet deadlines.
- Provided excellent customer service by answering phone calls, responding to emails, and assisting walk-in clients professionally and efficiently.
- Supported daily office operations by coordinating administrative tasks, maintaining office supplies, and ensuring workflow efficiency.
- Thrived under pressure, efficiently managing both walk-in clients and online inquiries simultaneously.
Education
Business Accounting - Centennial College (2023-05 - 2024-08) Scarborough ON
Accountancy, Business & Management - Divine Word College of Laoag (2019 - 2021) Laoag City, Philippines