Experience

Sagicor Life Group

• Financial Advisor

  • Sep 2020 - Present



National Commercial Bank

• Branch Services Representative

  • Jul 2017 - Jul 2020

  • Build and maintain relationships with new and existing customers by referring accounts, insurance, loans, credit cards and other products that are most suited to customers’ needs.• Navigate the core banking systems and computer software applications to process customer transactions such as deposits, withdrawals, cheque encashment, telegraphic transfers, real-time gross settlements, drafts, manager’s cheques and foreign currency transactions.• Ensure the till is accurately balanced… • Build and maintain relationships with new and existing customers by referring accounts, insurance, loans, credit cards and other products that are most suited to customers’ needs.• Navigate the core banking systems and computer software applications to process customer transactions such as deposits, withdrawals, cheque encashment, telegraphic transfers, real-time gross settlements, drafts, manager’s cheques and foreign currency transactions.• Ensure the till is accurately balanced daily within the stipulated time-frame• Ensure compliance and operational efficiency by keeping posting discrepancies at a minimum.• Achieving the daily transaction count goal and facilitating channel migration, keeping customers informed of, and encouraging the use of alternative Banking methods.• Provide excellent customer service complying with the outlined service guidelines and expectations.• Achieving assigned monthly sales targets. Show more Show less



Scotiabank

• Customer Service Representative

  • Jun 2016 - Jun 2017

  • Receive and manage allocated incoming customer calls• Strengthened relationships with customers by providing support, information and guidance, also recommending new opportunities and products• Maintained quality service by establishing and enforcing organization standards.• Contributed to team effort by accomplishing related results as needed.• Sold products by establishing contact and developing relationships with prospects; recommending solutions.• Navigate core banking… • Receive and manage allocated incoming customer calls• Strengthened relationships with customers by providing support, information and guidance, also recommending new opportunities and products• Maintained quality service by establishing and enforcing organization standards.• Contributed to team effort by accomplishing related results as needed.• Sold products by establishing contact and developing relationships with prospects; recommending solutions.• Navigate core banking systems and computer software applications to access customer credit card, deposit accounts, borrowing and investment information to better assist and address inquiries• Used scheduling technology that facilitates daily adherence, productivity and availability to customers Show more Show less



JamGOra

• Sales Executive

  • Jan 2016 - Dec 2016

  • Identified business opportunities by communicating with prospects and evaluating their position in the industry; researching and analyzing sales options.• Sold products by establishing contact and developing relationships with prospects; recommending solutions.• Identified product improvements or new products by remaining current on industry trends, market activities, and competitors.• Prepared reports by collecting, analyzing, and summarizing information.• Maintains quality… • Identified business opportunities by communicating with prospects and evaluating their position in the industry; researching and analyzing sales options.• Sold products by establishing contact and developing relationships with prospects; recommending solutions.• Identified product improvements or new products by remaining current on industry trends, market activities, and competitors.• Prepared reports by collecting, analyzing, and summarizing information.• Maintains quality service by establishing and enforcing organization standards Show more Show less