Symphony Gardiner
Nassau,Bahamas
Summary
Resourceful, self-motivated, ethical and detail-oriented professional with 10+ years of experience assessing financial documentation, recommending improvements and maintaining ongoing monitoring. Well-versed in statistical analysis techniques. Accomplished in handling dynamic needs with a forward-thinking mindset and expert knowledge of banking operations. Collecting, organizing and validating financial data integrity with a commitment to developing innovative approaches and solutions.
Overview
15
15
years of professional experience
16
16
years of post-secondary education
2
2
Languages
Work History
Customer Service Representative
LCG
Nassau , Bahamas
03.2021 - Current
- Provide primary customer support to internal and external customers.
- Maintain customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Update account information to maintain customer records.
- Collect and analyze customer information to prepare product or service reports.
- Answer product and service questions, suggesting other offerings to attract potential customers.
- Process customer adjustments to maintain financial accounts.
- Follow-through on all critical inter-departmental escalations to increase customer retention rates.
- Client onboarding reviews
- KYC reviews of existing clients to conduct detailed customer due diligence and enhanced due diligence review for retail and corporate accounts
- Assistant to the Chief Compliance Officer offering internal support for audit, compliance and reporting activities inclusive of CESRA, CRS & FATCA reviews.
- Refined tools and practices to optimize manual account reviews.
- Research and interpret corporate documentation to determine business and ownership structure.
- Conducted presentations to upper management and executive teams to enhance processes.
Company Administrator
Symphony’s Aluminum & Vinyl Co. Ltd
Nassau , Bahamas
12.2012 - Current
- Preparation of management financial reports (Balance Sheet, Income Statement, Budgets, Reconciliations, Fixed Asset Registry Maintenance etc.)
- Value Added Tax (Registry & Processing)
- Company communications (Internal & External)
- HR (Payroll, Benefits, National Insurance, Performance Appraisals, Training, Meetings, & Memorandums)
- Records maintenance management (Filing, Scanning, & Hard & Digital Storage)
- Administrative Support (Board of Directors & External Consultants)
- Operations (Compliance & Regulatory maintenance)
- Interacting with management & industry partners professionally by phone, email or in-person to provide information and directed to desired staff members.
- Marketing (Oversight & execution of targeted successful marketing campaigns utilizing B2B and B2C approaches via CRM platforms, print, digital, presentations, social media, and trade show platforms.
- Establishing efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Logistics & Supply Chain Management (liaising with suppliers to ensure procurement of inventory and ensure the best possible cost and delivery times to ensure local inventory quantities are maintained and avoid risk of delay of work in progress)
- Developing internal requirements to comply with AFA & OSHA standards to minimize regulatory risks and liability company wide.
- Aggregate and analyze data related to administrative costs to prepare quarterly budgets for corporate-level management.
- Manage organizational costs and and resolved financial discrepancies effectively through organizational management of account information.
- Produce high-quality documents, spreadsheets and presentations for internal and external analysis using MS Excel.
Tourism Specialist
Ministry of Tourism
Nassau , Bahamas
02.2013 - 04.2015
- Offered expert advice on local area attractions, shopping, & dining options, thereby selling our sun, sand, and sea to port visitors.
- Assisted senior management with implementation of new processes to increase the programme’s awareness and efficiency.
- Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
- Attended training programs to deepen professional skillset and assisted in training fellow associates on existing and new training programs.
- Maintained current understanding of tourism market conditions, compliance standards and best practices.
- Provided suggestions for and actively participated in improving performance, margins and execution of all the programs goals.
Customer Service Representative
Royal Bank of Canada (Bahamas) Limited
Nassau , Bahamas
05.2011 - 11.2012
- Provided professional and courteous service by assisting clients with their core banking needs.
- Bank account deposits, withdrawals, & transfers
- Credit card payments
- Loan payments & closures
- Handled client concerns & offered solutions focusing on client retention by forwarding their feedback to the designated channel.
- Provided relevant information to clients regarding RBC's product suite and loyalty program and helped to drive new business.
- Consulted with outside parties to resolve discrepancies and create effective solutions.
- Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Devoted special emphasis to reporting all suspicious financial transactions as per bank's AML policies.
- Attended RBC AML & Compliance University training quarterly.
Education
Trustee Diploma - STEP Pathway
BIFS
Nassau, Bahamas 09.2021 - 09.2022
Compliance I & II - ICA Pathway
Bahamas Institute Of Financial Services
Nassau, Bahamas 10.2020 - 10.2021
Cursos Internacionales – PCI Program – Spanish/English - Translation & Interpretation - Spanish Language And Literature
University Of Salamanca
Salamanca, Spain 02.2018 - 02.2020
Bachelor’s Level Courses - Accounting
University Of The Bahamas
Nassau, Bahamas 08.2010 - 12.2017
Certificates Mandarin Level 1 Course Completion - Chinese
University Of The Bahamas
Nassau, Bahamas 01.2016 - 06.2016
High School Diploma -
St. Andrew’s School
Nassau, Bahamas 08.2006 - 06.2010
Skills
Analytics & Critical Thinking
Timeline
Trustee Diploma - STEP Pathway
BIFS
09.2021 - 09.2022
Customer Service Representative
LCG
03.2021 - Current
Compliance I & II - ICA Pathway
Bahamas Institute Of Financial Services
10.2020 - 10.2021
Cursos Internacionales – PCI Program – Spanish/English - Translation & Interpretation - Spanish Language And Literature
University Of Salamanca
02.2018 - 02.2020
Certificates Mandarin Level 1 Course Completion - Chinese
University Of The Bahamas
01.2016 - 06.2016
Tourism Specialist
Ministry of Tourism
02.2013 - 04.2015
Company Administrator
Symphony’s Aluminum & Vinyl Co. Ltd
12.2012 - Current
Customer Service Representative
Royal Bank of Canada (Bahamas) Limited
05.2011 - 11.2012
Bachelor’s Level Courses - Accounting
University Of The Bahamas
08.2010 - 12.2017
High School Diploma -
St. Andrew’s School
08.2006 - 06.2010
Similar Profiles
ELIZABETH YATESELIZABETH YATES
Junior IT Data Processing Specialist at LCGJunior IT Data Processing Specialist at LCG
Tarion MiddletonTarion Middleton
After-School Program Leader at LCGAfter-School Program Leader at LCG
Jackson PorterJackson Porter
Junior IT Customer Data Processing Specialist at Laurel Consulting Group (LCG)Junior IT Customer Data Processing Specialist at Laurel Consulting Group (LCG)