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
Nassau Main Branch, Rawson Square
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
Cable Beach
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.