RICKIA BONIIMY
NEW PROVIDENCE, BAHAMAS
Summary
Top-performing sales professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers while providing exemplary service. Adept at understanding customer needs to recommend appropriate products.
Overview
6
6
years of professional experience
Work History
Personal Banking Officer
Scotiabank
03.2019 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Cross-sold bank products and services to meet customer needs and provide options.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed incentives, achieving sales targets to increase revenue.
- Planned marketing initiatives and leveraged referral networks to promote business development.
Premium Relationship Officer Trainee
Scotiabank
04.2023 - 05.2023
- Maintained and built close relationships with premium customers through regular contact and visits.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Teller
Scotiabank
11.2017 - 02.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
Bachelor of Arts - Media Journalism
University of The Bahamas
New Providence06.2024
Skills
- Client Relationship Management
- Personal Advising
- Portfolio Assessment
- Active Listening
- Client Rapport-Building
- Sales Expert
Accomplishments
- Top Asset Growth Sales Officer - Quarter 2 - Fiscal 2023
Hobbies
Freelance Photographer
Timeline
Premium Relationship Officer Trainee
Scotiabank
04.2023 - 05.2023
Personal Banking Officer
Scotiabank
03.2019 - Current
Teller
Scotiabank
11.2017 - 02.2019
Bachelor of Arts - Media Journalism
University of The Bahamas
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