Christopher Moultrie
Personal Banking Officer
Nassau
Summary
Customer‑focused financial services and telecommunications professional with 7+ years of experience in retail banking, sales, client relations, and tech‑driven solution delivery. Proven success in exceeding sales goals, building strong client relationships, and providing strategic, results‑driven solutions. Adept in lending practices, digital onboarding, and SaaS integration with a strong technical foundation in networking and software tools.
Overview
8
8
years of professional experience
2026
2026
years of post-secondary education
Work History
Personal Banking Officer
Scotiabank Bahamas Ltd.
07.2023 - Current
- Surpassed sales targets through tailored financial advice for mid‑market clients.
- Utilized Salesforce and Counselor tools to manage leads, pipelines, and referrals.
- Promoted digital banking tools, boosting client engagement and satisfaction.
- Referred clients to Premium, Wealth, and Business units for diversified solutions.
- Adhered to regulatory compliance and KYC/AML standards.
SMB Account Executive
Bahamas Telecommunications Company (BTC Business)
05.2022 - 07.2023
- Designed custom networking and SaaS solutions for SMB clients, improving operational efficiency.
- Delivered presale consultations on DIA, FTTH, VDSL, and LTE services.
- Supported clients with router configuration, CMS management, and technical troubleshooting.
- Exceeded sales targets by aligning IT solutions with business needs.
Relationship Officer
Bank of The Bahamas
07.2021 - 05.2022
- Processed and approved loan applications, ensuring compliance with lending policies.
- Provided tailored financial advice to improve clients’ financial health.
- Monitored and managed early‑stage delinquent accounts.
Branch Sales Administrator / Acting Relationship Officer
Bank of The Bahamas
07.2020 - 07.2021
- Performed dual responsibilities of credit evaluation and client onboarding.
- Cross‑sold financial products and maintained client satisfaction through personalized support.
Account Opening Officer → Branch Sales Administrator
Bank of The Bahamas
10.2019 - 07.2020
- Maintained customer files, processed loan documents, and supported sales activities.
Customer Service Representative → Account Opening Officer
Bank of The Bahamas
04.2019 - 10.2019
- Opened and reactivated accounts, updated client data, and onboarded new customers.
Bank Teller → Customer Service Representative
Bank of The Bahamas
05.2017 - 03.2019
- Conducted FX, deposits, withdrawals, and wire transfers.
- Managed ATM programming, error corrections, and financial journal entries.
Education
Ongoing Studies - Computer Information Systems
University of The Bahamas
Skills
- Retail Banking & Lending Solutions
- Financial Needs Assessment
- Client Relationship Management
- Sales Strategy & Pipeline Development
- Digital Banking & SaaS Integration
- KYC/AML Compliance & Risk Mitigation
- Network Infrastructure (FTTH, LTE, MPLS)
- Technical Troubleshooting & Support
Relationship management
Portfolio management
Timeline
Personal Banking Officer
Scotiabank Bahamas Ltd.
07.2023 - Current
SMB Account Executive
Bahamas Telecommunications Company (BTC Business)
05.2022 - 07.2023
Relationship Officer
Bank of The Bahamas
07.2021 - 05.2022
Branch Sales Administrator / Acting Relationship Officer
Bank of The Bahamas
07.2020 - 07.2021
Account Opening Officer → Branch Sales Administrator
Bank of The Bahamas
10.2019 - 07.2020
Customer Service Representative → Account Opening Officer
Bank of The Bahamas
04.2019 - 10.2019
Bank Teller → Customer Service Representative
Bank of The Bahamas
05.2017 - 03.2019
Ongoing Studies - Computer Information Systems
University of The Bahamas
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