Experience

Clarien Bank Limited

• Bermuda
• Financial Services
• 100 - 200 Employee

• Personal Banker

  • Jan 2022 - Present

  •Formulate a strategy to assist financially astute clients to accumulate wealth through a higher level of expertise and enhanced banking services, including the establishment and management of personal trust accounts and investment referrals •Proactively identify opportunities to build and deepen relationships through interaction with clients and prospect clients •Develop sales strategies with the VP, Financial Services to generate new business •Ensure high standard service delivery and be genuine in interactions with clients and colleagues •Identify and seek new business opportunities and draw upon resources as needed – commercial banking, Clarien Investments, trust and insurance •Collaborate with other Banking units to assist in the cultivation and deepening of banking relationships, providing assistance and referrals when needed •Engage with and support clients with self-service options, in alignment with our digital strategies •Manage risk by ensuring regulatory requirements are met when onboarding and transacting for clients •Represent Clarien at various business and community events with a view to strengthening client relationships •Provide leadership and support to the Financial Services team Show less



Digicel Group

• Jamaica
• Telecommunications
• 700 & Above Employee

• SME Account Manager

  • Nov 2021 - Jan 2022

• Retail Sales Manager

  • Jul 2019 - Nov 2021



Digicel Group

• Jamaica
• Telecommunications
• 700 & Above Employee

• SME Account Manager

  • Oct 2018 - Jan 2019

  • Performed cold-calling and follow-ups with leads to secure new revenue. • Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients. • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral. • Set up appointments with potential and current customers to discuss new products and services. • Performed cold-calling and follow-ups with leads to secure new revenue. • Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients. • Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral. • Set up appointments with potential and current customers to discuss new products and services.