Company Overview: (Client: Toronto Dominion Bank – Canada)
General Ledger Reconciliation:
- Specialized in General Ledger Reconciliation, including suspense, mortgage, loan, mutual fund, wire payment, and bill payment.
Training Delivery:
- Trained new hires on core products to prepare them for production.
- Delivered high-quality training programs.
- Conducted training needs analysis.
- Enhanced the knowledge base for the team.
- Conducted Process Knowledge Tests (PKT) monthly for associates to assess their knowledge of banking/process updates.
- Conducted On-the-Job Training (OJT) for associates.
- Updated the team on new products and updates.
Performance and Feedback:
- Participated in the PEI (Partner Experience Index) survey as a survey expert for one year to assess client satisfaction.
- Contributed to quarterly client surveys to gather feedback from supporting units on work quality and satisfaction levels.
- Monitored transactions and provided feedback.
- Evaluated performance based on goals and objectives.
- Provided trainees with monthly performance ratings.
Client Communication and Issue Resolution:
- Motivated agents to achieve 100% survey results.
- Escalated unreconciled general ledgers to relevant partners for timely resolution to avoid impacts on balance sheets.
- Discussed product issues with clients and communicated resolutions across the team.
Team Management:
- Motivated the team to maintain high energy levels and achieve client SLAs.
- Ensured optimum throughput in processes.
- Managed team members.
Meetings:
- Attended daily huddles with the team.