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Title Customer Service Client Relations
Target Location US-FL-Tampa
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Candidate's Name
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C: PHONE NUMBER AVAILABLE EMAIL AVAILABLECAREER PROFILE:I am a season highly self-motivated, conscientious and competent collaborator who possess in depth knowledge and experience within the banking industry with a proven track record of achievement in sales. I bring positivity, enthusiasm, support and a creative mind set to any team, while maintaining a desire and passion for continuous professional development. I pride myself in taking ownership of challenging problems, maintaining high standards and assisting my employer in achieving their commercial objectives. I am confident I can add value to your organization by serving from the heart, always ensuring the clients receive extraordinary service, given my decade years of experience as a former Relationship Banker responsible for Small Medium Enterprises (SMEs) with two of the major commercial banks in Jamaica. I can be relied on to maintain a robust pipeline, grow the sales portfolio / targets by over 200% and execute all I set out to achieve whilst saving my employer time and money.CAREER HIGHLIGHTS:Top SME Officer in achieving Loans / Fees targets > 200% for FYE 2022-2023.Development Bank of Jamaica top performing CEF Business Banker for the quarter April-September 2022 in all their AFIs and second place CEF Business Banker winner for FYE 2022-2023.Recognized twice as an exceptional team member with JMMB Bank (Jamaica) Limited for exceeding sales target > 150% within my five (5) years tenure with the bank.Top Sagicor Business Banker for loans and Credit Cards for FYE 2017Top RBC Bank (Jamaica) Limited Retail Banking Officer  Cruise Convention Awardee for FYE 2013 PROFESSIONAL PROFILE:Working knowledge of financial sectorinstruments.Working knowledge of the business industryStrong Collaborator in putting the needs ofthe team and the organization first.Proven track record of achieving loan salestarget by > 200%.Effective written and verbal communicatorwith the ability to convey information clearlyand accurately. A proven track-record ofcombining strong product knowledge withexcellent negotiation skills to identify andmaximise sales opportunities and deliverresults in a high-pressure target-basedenvironment.Candidate's Name
11304 Brownstone Ct, Riverview, Florida 33569C: PHONE NUMBER AVAILABLE EMAIL AVAILABLEAble to work well in a team, contributingideas and co-operating with others to achievea common goal.Competent knowledge and experience toefficiently service the needs of Small to MediumSize Enterprises (SMEs).Quick to embrace challenge and changes inpriority while providing significant sales results in all areas.EXPERIENCE:SME Relationship Manager April 2020  August 5, 2023 JMMB Bank (Jamaica) LimitedFunctions and responsibilities:Assist Owners of Small and Medium size Entities (SME) to accelerate the growth of their business via sound financial advice and funding.Provide advice that excites, empowers and guides my SME clients to implement strategies towards achieving their financial goals.Create and grow a robust sales pipeline / portfolio of SME clients by onboarding, maintaining the relationship and continuously seeking new opportunities to match best fit JMMB solutions / cross selling initiatives.Keep abreast of local and international industry development and opportunities by attending relevant workshops, seminars or events targeted towards SMEs.Analyze internal and external factors to JMMB that are likely to pose local and international threats oropportunities in the SME Sector and provide solutions that is of mutual benefit to a JMMBs foothold in the SME Market space.Continuously build and maintain partnerships with institutions, associations and centers of influence that are a good source of referrals for SMEs.Educate SME clients by assisting with the development and execution of educational events, material, business tools and templates.Manage delinquency and conduct reviews to spot potential challenges and provide solutions.Prepare credit application, risk assessment and make recommendations.Prepare reports and host sales meetingsRetail Banking Officer June 2018- 2020JMMB Bank (Jamaica) LimitedFunctions and responsibilities:Prepare personal credit applications, risk assessment and make recommendations.Onboard clients, maintain relationship and seek opportunities for cross selling of the banks solutions.Provide best fit solutions throughout personal life cycle. Candidate's Name
11304 Brownstone Ct, Riverview, Florida 33569C: PHONE NUMBER AVAILABLE EMAIL AVAILABLEManage delinquency and follow up.Provide continuous support to the team and training.Engage in credit clinics, business day events and prospecting initiatives.Prepare sales report / pipeline for direct use by team lead. Business Banker 2015  May 2018Sagicor Bank (Jamaica) LimitedFunctions and responsibilities:Assist Owners of Small and Medium size Entities (SME) to accelerate the growth of their business via sound financial advice and funding.Provide advice that excites, empowers and guides my SME clients to implement strategies towards achieving their financial goals.Create and grow a robust sales pipeline / portfolio of SME clients by onboarding, maintaining the relationship and continuously seeking new opportunities to match best fit JMMB solutions.Keep abreast of local and international industry development and opportunities by attending relevant workshops, seminars or events targeted towards SMEs.Analyze internal and external factors to JMMB that are likely to pose local and international threats oropportunities in the SME Sector and provide solutions that is of mutual benefit to a JMMBs foothold in the SME Market space.Continuously build and maintain partnerships with institutions, associations and centers of influence that are a good source of referrals for SMEs.Educate SME clients by assisting with the development and execution of educational events, material, business tools and templates.Manage delinquency and conduct reviews to spot potential challenges and provide solutions.Prepare credit application, assess risk and make recommendations. Personal Banking Officer 2010 - 2015RBC Bank (Jamaica) LimitedFunctions and responsibilities:Prepare personal credit applications, risk assessment and make recommendations.Onboard clients, maintain relationship and seek opportunities for cross selling of the banks solutions.Provide best fit solutions throughout personal life cycle.Manage delinquency and follow up.Provide continuous support to the team and training.Engage in credit clinics, business day events and prospecting initiatives.Prepare sales report / pipeline for direct use by team lead. Candidate's Name
11304 Brownstone Ct, Riverview, Florida 33569C: PHONE NUMBER AVAILABLE EMAIL AVAILABLETelephone Operator/ Receptionist 2008-2010RBTT Bank (Jamaica) LimitedFunctions and responsibilities:Effectively manage switch board and disseminate telephone calls to the relevant parties or department in a timely mannerWelcome and greet walk-in clients while providing accurate information about the banks products and solutions.Engaging in cross selling activities via telephone and in person.Logging and maintaining proper records of cheque books, credit cards and safety deposit box.Posting of transactions and balancing.EDUCATION:Bachelor of Science - Management Studies 2005-2009 University of the West Indies - Open CampusDiploma- Interior Decorating 2004Thompson Education DirectMannings High School 1990-1996Biology CXC Grade (II)English CXC Grade (II)Mathematics CXC Grade (II)Principle of Accounts CXC Grade (II)Principle of Business CXC Grade (I)Social Studies CXC (I)EXTRACURRICULAR & VOLUNTEER ACTVITIES:Strong volunteer and community worker.

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