BRUCE DEAN
Nassau
Summary
Bruce is an experienced professional with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results and expand business volumes.
Overview
11
11
years of professional experience
Work History
Relationship Manager – Financial Solutions
RBC FINCO Bahamas
03.2022 - Current
- Manage a portfolio of mortgage client relationships (Inquiries, queries, concerns, new credit request, etc…)
- Interview and assess client financial profile
- Financial Advising
- Pre-qualify client for potential credit relationships (specializing in mortgages)
- Cross selling to partners
- Collect necessary documentation to prepare client applications
- Assess and mitigate risk of taking on the business for approval
- Host meetings/huddles/advice events
- Nurture client and colleague relationship
Mortgage Specialist (Specialized Sales Force)
RBC FINCO Bahamas
02.2021 - 03.2022
- Build and sustain Center of Influence (a network of professionals involved in the home buying process) to engage in a professional bartering relationship beneficial to all parties
- Interview and assess client financial profile
- Financial Advising
- Pre-qualify client for potential credit relationships (specializing in mortgages)
- Collect necessary documentation to prepare client applications
- Prepare, assess and mitigate the risk of taking on the credit for approval or recommendation
- Host meetings/huddles/advice events
- Nurture client and colleague relationship
Collection Officer
RBC Royal Bank Credit Management & Recoveries Center
03.2017 - 01.2021
- Research overdue accounts balances
- Achieve monthly collection goals/quotas set by department
- Contact clients and negotiate payment arrangements
- Advise clients on debt restructuring and strategies for repayment
- Update customers record with new information and payment plans
- Restructure existing credit from non-accrual to active status
Sr. Retail Banking Associate
RBC Royal Bank Bahamas Ltd
09.2014 - 03.2017
- Handling customer deposits, withdrawals and other banking transactions
- Educate customers on alternate banking services and platforms
- Assist clients with all banking and service queries
- Complete cash reports and daily transaction reports
- Maintain accurate drawer count
- Adhere to compliance procedures for cash and asset protection
Education
Bachelor of Arts - Business & Enterprise, Creativity, Innovation & Enterprise, Business Growth Issues, Business Processes
Edinburgh Napier University
01.2023
Certificate in Banking - Financial Accounting 1 & 2, Spanish for Bankers, Micro & Macro Economics, Banking Law, Business of Banking, Banking Operations, Ethics & Professionalism, Business Communications
The Bahamas Institute of Financial Services (BIFS)
01.2021
Certification in Life Coaching -
New Skills Academy
10.2020
Skills
- Interpersonal Skills
- Credit Management
- Debt recovery
- Portfolio & People Management
- Sales
- Exceptional Customer Service
- Counseling/Life Coaching
Educational And Professional Accreditation
- Edinburgh Napier University, Bachelor of Arts in Business & Enterprise, 2022, 2023, Creativity, Innovation & Enterprise, Business Growth Issues, Business Processes
- The Bahamas Institute of Financial Services (BIFS), Certificate in Banking, 2017, 2021, Financial Accounting 1 & 2, Spanish for Bankers, Micro & Macro Economics, Banking Law, Business of Banking, Banking Operations, Ethics & Professionalism, Business Communications
- New Skills Academy, Certification in Life Coaching, 07/01/20, 10/31/20
Timeline
Relationship Manager – Financial Solutions
RBC FINCO Bahamas
03.2022 - Current
Mortgage Specialist (Specialized Sales Force)
RBC FINCO Bahamas
02.2021 - 03.2022
Collection Officer
RBC Royal Bank Credit Management & Recoveries Center
03.2017 - 01.2021
Sr. Retail Banking Associate
RBC Royal Bank Bahamas Ltd
09.2014 - 03.2017
Certificate in Banking - Financial Accounting 1 & 2, Spanish for Bankers, Micro & Macro Economics, Banking Law, Business of Banking, Banking Operations, Ethics & Professionalism, Business Communications
The Bahamas Institute of Financial Services (BIFS)
Certification in Life Coaching -
New Skills Academy
Bachelor of Arts - Business & Enterprise, Creativity, Innovation & Enterprise, Business Growth Issues, Business Processes
Edinburgh Napier University
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