Kristi Mitchell
Nassau Bahamas
Summary
Performance-driven Client Relationship Manager with 16 years of experience in customer service, sales and business development objectives for banking. Versed in finance, regulatory requirements for compliance and banking procedures. High-contribution team player adept at streamlining processes, ensuring client satisfaction and facilitating attainment of company goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Relationship Manager
Deltec Bank and Trust Limited
Nassau, Bahamas
07.2022 - 11.2024
- Managed a book of external asset managers with total AUM USD 700 million
- Manage account onboarding process ensuring fully completed application with requisite due diligence
- Mentored and guided employees to foster proper completion of assigned duties
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Improved operations through consistent hard work and dedication.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Built partnerships with colleagues internally
- Controlling of Securities, Money Market (48H Call Deposit, Dual Currency Investments, money market funds, and other structured products), Foreign Exchange and Wire Transfer orders.
- Controlling of account balances and cash management.
- Available to speak French to clients who prefer to speak their native language
Client Relationship Manager
Ansbacher (Bahamas) Ltd, Private Bank and Trust Company
Nassau, Bahamas
07.2014 - 06.2022
- Manage group of External Asset Managers of approximately USD 500 million
- Successfully marketed the bank to prospective clients
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Manage account onboarding process ensuring fully completed application with requisite due diligence
- Mentored and guided employees to foster proper completion of assigned duties.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Controlling of Securities, Money Market (48H Call Deposit, Dual Currency Investments, money market funds, and other structured products), Foreign Exchange and Wire Transfer orders.
- Ensuring clients get quick execution of trades
- Preparation of IAM contracts, account opening documents, correspondence.
- Controlling of account balances and cash management.
- Speak in French to provide service to clients who prefer to speak their native language and respond to their e-mails, letters or faxes in French.
Client Relationship Manager
Pictet Bank And Trust Ltd
05.2013 - 05.2014
- Worked with Independent Asset Managers with portfolio of nearly USD 1 billion
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
Assistant Client Relationship Officer
Pictet Bank and Trust Ltd
05.2010 - 05.2013
- Service and administration to Independent Asset Managers (IAM).
- Service and administration to non managed clients.
- Controlling of Securities, Money Market (48H Call Deposit, Dual Currency Investments, money market funds, and other structured products), Foreign Exchange and Wire Transfer orders.
- Ensuring clients get quick execution of trades for best execution
- Preparation of IAM contracts, account opening documents, correspondence.
- Controlling of account balances and cash management.
- Preparation of Cash and Account Statements for Client Visits.
- Speak in French to provide service to clients who prefer to speak their native language and respond to their e-mails, letters or faxes in French.
Client Advisor Assistant
UBS (Bahamas) Limited
12.2008 - 04.2010
- Worked on Brazil Desk assisting client advisors with client requests to ensure satisfaction in order to maintain client relationships.
- Assisted Advisor with implementation of client investment strategy.
- Acted as interface between market and back-office functions.
- Follow processes, guidelines and best practices according to legal and compliance requirements and sales efficiency standards.
- Managed on-site evaluations, internal audits and customer surveys
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Offered friendly and efficient service to customers, handled challenging situations with ease
Education
Master of Science - Finance
Ecole Supérieure De Commerce De Grenoble
Grenoble, France09.2008
Bachelor of Arts - Economics, Business
Acadia University
Wolfville, Nova Scotia, Canada05.2006
Skills
- Relationship cultivation and retention
- Team leadership and collaboration
- Client satisfaction-driven
- Interpersonal and client communications
- Coaching and mentoring
- New Business Development
Languages
French
- Lived in France for two years and studied the language at La Sorbonne in Paris
- Conversational French and Written French
Affiliations
Toastmasters International
Certification
CFA Institute Investment Foundations®
Gardening
I love gardening and I am mostly interested in growing tropical plants from seeds.
Timeline
Relationship Manager
Deltec Bank and Trust Limited
07.2022 - 11.2024
Client Relationship Manager
Ansbacher (Bahamas) Ltd, Private Bank and Trust Company
07.2014 - 06.2022
Client Relationship Manager
Pictet Bank And Trust Ltd
05.2013 - 05.2014
Assistant Client Relationship Officer
Pictet Bank and Trust Ltd
05.2010 - 05.2013
Client Advisor Assistant
UBS (Bahamas) Limited
12.2008 - 04.2010
Master of Science - Finance
Ecole Supérieure De Commerce De Grenoble
Bachelor of Arts - Economics, Business
Acadia University