Looking for a job

Deepa Amarnath

@deepaamarnath

Senior Service Analyst at BMO processing banking services, payment disbursements, and exception reports.

At BMO, I process services for registered and non-registered banking products, following established procedures. I also complete payment disbursements and tax-slip submissions to the Canada Revenue Agency.

I prepare exception reports and review and distribute team documents to support accurate, timely workflows. I also assist colleagues with estate-related documentation, processing, and verification.

Previously, at Scotiabank, I processed investment accounts and organized information while following document-retention and privacy procedures. My background also includes customer support at Walmart and HR administration at Cauvery College, India.

Experience

Work history, roles, and key accomplishments

Current

Senior Service Analyst

Current

BMO

Nov 2023 - Present (2 years 11 months)

Process routine services for banking products, review and distribute team documents, and complete payment disbursements and tax-slip submissions. Prepare exception reports and assist with estate-related documentation.

Banking Operations Document Review Disbursements Exception Based Reporting Tax Slips CRA Estate and Probate Processing Microsoft Office Excel

Investment Support Officer

Scotiabank

Jun 2022 - Apr 2023 (10 months)

Processed day-to-day investment accounts within the fulfillment department, using banking systems and workflow tools. Gathered and documented large volumes of information while following document storage and privacy procedures.

Investment Process Account Fulfillment CIS AS 400 IRI Content Manager Web IR Intralink PEGA Digital Courier Process Navigator Document Management Privacy Retail Banking Small Business Banking

Customer Support Specialist

Walmart

Oct 2014 - May 2020 (5 years 7 months)

Provided professional customer support and resolved customer needs. Maintained organized files, handled administrative tasks, and trained new team members.

Customer Service Document Management Administrative Support Training Collaboration

HR Administrator

Cauvery College

Jun 2007 - Mar 2013 (5 years 9 months)

Supported recruitment, employee evaluation, and training activities. Reviewed candidate applications, coordinated interviews, and maintained employee records throughout the employment lifecycle.

Recruitment Evaluating Employees Training Interview Coordination Records Management Office Administration