Goal-driven professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
16
16
years of professional experience
Work History
Platinum Banking Associate
CIBC FirstCaribbean International Bank
04.2016 - Current
Proactively initiated, and supported external business development activities.
Monitored local competitors and reported any competitive challenges to the unit's Relationship Manager. Along with making recommendations to further improve the unit's competitive position.
Provided operational/administrative support by reviewing high risk files, preparing action plans, tracking sales received, reporting on results, monitoring referrals to the Relationship Manager.
Supported the Relationship Manager with overseeing the portfolio of high net worth clients to achieve growth, retention and continued profitability.
Ensured all credit operational risk policies were adhered, analyzed applications, and mitigated risks prior to the submission of credit facilities.
Acted in the capacity of Relationship Manager in the Platinum Banking unit; which saw continued support to the Branch Manager of the New Kingston branch, in maintaining high net worth client relationships, while increasing the portfolio to attain 96% of sales target in 2019 and again in 2023, exceeding the previous achieved target in 2019 by 10%.
Frequently called upon to aid in peer support training of new sales specialists, to maximize performance, efficiency and compliance in the areas of customer service, lending and risk management.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Gained strong leadership skills by managing internal projects from start to finish.
Proved successful working within tight deadlines in a fast-paced environment.
Participated in various testing forums, for each rollout phase of the bank's products (Visa debit/credit chip, tap and pin cards, internet banking, go-green statement solutions and internal lending technical applications to name a few).
Customer Service Officer
CIBC FirstCaribbean International Bank
08.2013 - 03.2016
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Initiated investigations into complex or sensitive complaints, identifying solutions swiftly, retaining customer satisfaction.
Cross trained in the Technology Department aiding in testing protocols on incoming banking systems/tools.
Facilitated client interviews, personal and business account opening, local and international wire transfers.
Completed Anti Money Laundering/Compliance periodic reviews, which included managing and updating the New Kingston Branch's list of high risk clients, assuring 100% compliance.
Customer Service Representative
CIBC FirstCaribbean International Bank
07.2010 - 07.2013
Maintained 100% customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Supported Customer Service Officers with reviewing newly activated dormant account files for all KYC documentations, while adhering to CIBC FirstCaribbean's compliance guidelines.
Assisted Customer Service Officers with local and international wires transfers, while completing sales projects of onboarding customers for new accounts, other financial products and pre-approved credit cards.
Created workbook used to track client's return mail, and conducted weekly updates.
Monitored and created monthly lunch rosters for Customer Service Representatives.
Heart Trainee
CIBC FirstCaribbean International Bank
03.2008 - 06.2010
Increased training efficiency by working closely with supervisor and coworkers, asking questions, and giving honest, detailed feedback.
Completed varied financial reports on a daily basis.
Managed front desk duties; whilst completing operational administrative assignments with branch’s Operations Department.
Shadowed senior team members to learn all related jobs.
Proven ability to learn quickly and adapt to new situations.
Managed time efficiently in order to complete all tasks within deadlines.
Customer Care Representative
Accent Marketing Jamaica Limited
10.2007 - 01.2008
Responded proactively and positively to rapid change.
Enhanced productivity levels by anticipating needs and delivering outstanding support.
Responded to customer needs through competent customer service and prompt problem-solving.
Resolved concerns with products or services to help with 100% retention and drive sales.
Collaborated with team members to stay current on best practices and policies.