Joel Arnett

Customer Service Representative (Sept. 2017-May 2018):

• Greeter
• Assessing Customer Inquiries & Complaints
• Scheduling
• Debit & Credit Card Distribution
• Telephone Banking
• Administrative & Clerical Functions

Customer Service Assistant (May 2018-Jan. 2023):

• New Account Opening
• Telephone Banking
• Administrative & Clerical Functions
• New Business solicitation
• Financial Coaching

Client Relations Associate (Jan. 2023 - Oct. 2023):

• Account Opening and Relationship Management
• Business Development and Sales Support
• Telephone Banking
• Administrative & Clerical Functions
• Maintenance of Existing Loan & Merchant Customer Accounts
• Financial Coaching

Banking Operations Associate (Oct. 2023 - Present):

• Administration
• Posting of back office entries
• Back-up to Unit Compliance Officer
• Operations
• Custodian of Treasury & ATM Cash
• Supervising Teller Line
• Monitoring of cash limits/management of cash holdings
• Security
• Define, maintain and test security procedures & evacuation drills
• Ensure strict observance of Exchange Control Regulations
• Ensuring of CBOB’s and FBBL’s AML/CTF/PF Guidelines
• Sales Support & Customer Service

• Handled confidential and sensitive information with discretion and tact.
• Managed executive calendars, scheduling meetings and appointments
• Executed assigned administrative and clerical duties, including but not limited to the preparation and filing of court documents
• Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
• Screened calls and emails and responded accordingly to support executive correspondence.

• Completed clerical tasks such as filing, copying, and distributing mail.
• Interacted with customers by phone, email, or in-person to provide information.
• Managed daily data entry and kept clerical information accurate and up-to-date.
• Maintained confidentiality in handling sensitive information while performing administrative tasks.
• Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
• Ordered office supplies and kept office stocked with needed resources to operate smoothly.