Patrice Dixon
Kingston
Summary
Client-focused banking professional with a strong background in corporate banking, customer service, and sales. Committed to maintaining high levels of client satisfaction while upholding the bank's reputation for excellence. Skilled in handling a wide range of client inquiries, resolving issues promptly, and supporting banking operations through detailed reporting and account management. Known for attention to detail, effective problem-solving, and consistently promoting products and services to support business growth.
Overview
4
4
years of professional experience
Work History
Client Service Representative- Corporate Banking
First Global Bank
05.2024 - Current
- Company Overview: Grace Kennedy
- Serve as the main point of contact for corporate clients, ensuring their banking needs are met efficiently
- Assist Relationship Managers with client queries, follow-ups, and account reviews
- Coordinate payments, transfers, account setups, and loan requests
- Maintain and monitor overdraft accounts and term deposit reports
- Monitor client accounts for timely processing and flag irregularities
- Work closely with internal departments to resolve issues and maintain service standards
- Ensure compliance with KYC/AML policies and keep accurate client records
- Prepare reports, meeting briefs, and support materials for relationship reviews
- Recommend service enhancements based on client feedback
- Support onboarding by guiding clients through documentation and setup processes
- Track pipeline activities and generate reports for management
- Grace Kennedy
Senior Customer Service Agent
First Global Bank
10.2023 - 05.2024
- Company Overview: Grace Kennedy
- Maintain and monitor all Agent overdraft accounts
- Prepare and submit a monthly transaction activity report
- Ensure adequate inventory levels are ordered and in place to support agency locations
- Monitor department productivity and communication
- Generate monthly reports and ensure accurate Agent commissions are applied
- Enhance due diligence before approving accounts
- Collaborated with team members to improve customer service performance and achieve department goals
- Delivered high-quality service to customers by following optimal procedures and implementing creative solutions
- Shared valuable insights from customer interactions with management for consideration in decision-making processes
- Maintained strong knowledge of company products, services, and policies to provide accurate information to customers
- Trained new Customer Service Representatives on company procedures, guidelines, and best practices
- Grace Kennedy
Data Entry Clerk
First Global Bank
08.2022 - 10.2023
- Company Overview: Grace Kennedy Financial Services
- Performed due diligence checks during customer onboarding
- Managed daily logs and prepared monthly activity reports
- Handled internal and external queries with professionalism
- Processed and distributed debit cards; assisted with online banking registration
- Managed document preparation for scanning and archiving
- Ensured data accuracy and consistency; resolved issues proactively
- Met project deadlines and quality standards through team collaboration
- Grace Kennedy Financial Services
Sales Representative
GKONE
Kingston
01.2021 - 07.2022
- Company Overview: Grace Kennedy Financial Service
- Engaged prospective clients and successfully facilitated the opening of savings accounts, credit cards, and loan services
- Prepared weekly and monthly reports across three brands
- Maintained knowledge of brand-specific products and services
- Built and maintained customer relationships to drive business growth
- Identified cross-selling opportunities and promoted bank products
- Supported the Branch Development Officer with credit processing
- Ensured customer satisfaction through follow-up and complaint resolution
- Grace Kennedy Financial Service
Education
Post Graduate Diploma - Education and Training
Vocational Training Development Institute
04.2025
Bachelor of Science Degree - Hospitality Management
Excelsior Community College- School of Hospitality
05.2019
Skills
- Excellent Customer Service
- Report Preparation
- Problem Solving
- Attention to Detail
- Problem Resolution
- Product Promotion
References
Available upon request
Activities Honors Awards
- Employee of the Year Award at GKONE 2021
- Graduated with honours at Excelsior Community College
Timeline
Client Service Representative- Corporate Banking
First Global Bank
05.2024 - Current
Senior Customer Service Agent
First Global Bank
10.2023 - 05.2024
Data Entry Clerk
First Global Bank
08.2022 - 10.2023
Sales Representative
GKONE
01.2021 - 07.2022
Post Graduate Diploma - Education and Training
Vocational Training Development Institute
Bachelor of Science Degree - Hospitality Management
Excelsior Community College- School of Hospitality
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