Amanda Wanner
Estevan,SK
Summary
I am see myself as a dynamic Relationship Manager with extensive experience in customer service. I am a highly organized professional who establishes and maintains relationships with customers. I have the ability to stay calm under pressure. I am organized and dependable managing multiple priorities with a positive attitude. There is always a willingness to take on added responsibilities to meet personal and team goals. I look forward to professional challenges while advancing my career goals.
Overview
24
24
years of professional experience
Work History
Account Manager Business Markets
RBC
09.2022 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Manage, acquire, grow and retain business clients with annual sales revenue between $1,000,000 and $3,000,000
- Introduce partners and specialist that meet clients business and financial needs
- Assist client with digital channels for personal and business needs
- Proactively contact all client to maintain relationships and trust. Complete Pre and post contact planning with all clients to ensure meeting address all concerns and needs.
- Gathers, analyzes customer financials and prepares credit application to submit to credit adjudication for approval for credit needs between $100,000 and $1,250,000
- Prepares documents for credit facilities such as credit cards, term loans, operating lines, mortgages and Canadian Small Business Financing Loans .
- Manage excess and delinquency daily
- Actively in the marketing visiting current clients and acquiring new clients
Office Manager/Admin Assistant
Estevan Bruins/Ironside Energy Services
05.2022 - 09.2022
- maintained all the same duties with the Estevan Bruins Hockey Club
- Entered time sheets at Ironside Energy
- Cost out daily time tickets and sent to companies
- Input invoice to open invoice online system
Office Manager
Estevan Bruins/Estevan Minor Hockey
05.2015 - 05.2022
- Record Estevan Bruins daily transactions and month end reports via Quickbooks
- Prepare meeting meeting for Estevan Bruins monthly board reports.
- Manage Accounts Receivable, Accounts Payable, CRA GST remittances, Source Deduction Remittances, CEWB & CERB management
- Reconcile bank accounts
- Administer payroll and monthly billet payments
- Estevan Bruins player personnel: help organize events, assist with game day
- Ice Scheduler for Estevan Minor Hockey, allocated ice for 32 team s ranging from U7-U18
- Registered all minor hockey players with Hockey Canada, registered all minor hockey team with Sask Hockey and sanctioned tournaments with Sask Hockey
- Scheduled refs fro U7-U18 for the 2015-2017 seasons
- Managed tickets sales for 2021/2022 Centennial Cup
- Lead on implementing online Season ticket data base to igniter ticketing system
- Managed 50/50 online system, prepared Financial reports and submitted to SLGA to receive grant funds
- Assist and organizing and work at fundraisers done throughout the year
- first point of contact for minor hockey parents and Estevan Bruins season tickets holders. Dealt with all complaints first hand, resolving all in timely manner
Office Manager/Controller
ICON Investments Ltd.
02.2012 - 05.2015
- Daily accounting tasks
- Managed Accounts Payable, Accounts Receivables, Source Deductions remittances, GST remittances, PST remittances
- Prepared Month-end bank reconciliations
- Served as a liaison between management and staff , creating open channels of communication
- Organized travel arrangements for executives
- Maintained computer and physical filing systems.
- Oversaw office inventory
- Managed office operations while scheduling appointments management
- Controlled finances to lower costs and keep business operating within budget.
Loans Officer/Clerk
Torquay Credit Union
09.2007 - 02.2012
- Preparation of daily/monthly lending reports
- Process consumer/agriculture/commercial loan applications
- Conduct Searches, Credit Inquiries, PPSA & Land Titles Registrations
- Manage large loan portfolios
- Lending Lead in banking conversion
- Member of Occupational Health & Safety Committee
Member Service Representative/Admin Clerk
Torquay Credit Union
01.2005 - 08.2007
- Provide cash and non cash transactions to members
- Prepare information for quarterly newsletter
- Merchant set up and maintenance
- Reconcile internal General Ledger and Deposit Accounts
- Reconcile/Process RRSP & RRIF accounts
- Ordered, received, shipped and balanced treasury cash
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Member Service Representative
Torquay Credit Union
02.2000 - 01.2005
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- File daily transactions
- Enhanced member service by efficiently addressing and resolving inquiries and concerns.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Prepared draft, money orders, travelers chks etc.
File Clerk
Torquay Credit Union
10.1999 - 02.2000
- Preparation of monthly statements for members
- File all office correspondence
- Basic receptionist duties
Education
Diploma - Accounting And Bookkeeping
Academy of Learning College
Weyburn, SK 1999
Skills
- Excellent communication skills
- Ability to work in a team environment
- Complete all task in an organized timely manner
- Strong work ethic
- Adapts to change easily
- Extremely organized and dependable
Languages
English
Timeline
Account Manager Business Markets
RBC
09.2022 - Current
Office Manager/Admin Assistant
Estevan Bruins/Ironside Energy Services
05.2022 - 09.2022
Office Manager
Estevan Bruins/Estevan Minor Hockey
05.2015 - 05.2022
Office Manager/Controller
ICON Investments Ltd.
02.2012 - 05.2015
Loans Officer/Clerk
Torquay Credit Union
09.2007 - 02.2012
Member Service Representative/Admin Clerk
Torquay Credit Union
01.2005 - 08.2007
Member Service Representative
Torquay Credit Union
02.2000 - 01.2005
File Clerk
Torquay Credit Union
10.1999 - 02.2000
Diploma - Accounting And Bookkeeping
Academy of Learning College
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