Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Andrew Holt

Dallas,GA

Summary

Critical thinker with extensive experience in customer service, Sales and Information Technology. Excellent background in communications and the coordinating and responding to complex client queries or requests.

Overview

13
13
years of professional experience

Work History

Small Business Consultant

Bank Of America
Hiram, GA
08.2021 - Current

Maintain and develop banking relationship's with small business clients in assigned portfolio.

Handled service and maintenance needs of small business clients mostly with some consumer clients in the mix,

Core Specialist

Bank Of America
Scranton, PA
03.2020 - 08.2021
  • Presented new and additional products and services to existing customers.
  • Processed account maintenance requests and checked for alignment with bank policy.
  • Handled all debit card matters, including PIN reorders, ordering new cards and maintenance.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.

Sales Associate

Bank Of America
Scranton, PA
11.2018

While addressing the clients credit card servicing needs I also

  • Implement up-selling strategies, encompassing recommendation of products and services further designed to better the clients financial situation holistically.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Care Associate

Vistaprint Jamaica
Montego Bay, St. James
05.2017 - 08.2018

Handled inbound calls, emails and online chat correspondences with customers regarding any of the products/services needed or purchased on the Vistaprint website. While employed, all key performance indexes were met and exceeded.

Personal Banking Officer

Bank Of Nova Scotia Jamaica
Montego Bay, St. James
06.2012 - 01.2017
  • Bank of Nova Scotia Jamaica
  • My main function was the sales of the banks credit products as well as maintaining and developing new business relationships. Prior to being a loans officer I was a teller and also a service representative at the bank.
  • Targets were met and a need to take on further challenges developed.

Sales Representative

Vinar Ltd
Montego Bay, St. James
11.2009 - 05.2012
  • Extensive Island wide travel with aim to develop and maintain sales relationship with company owners and entrepreneurs.
  • Payment collection, account settlement and the handling of discrepancies was also apart of my responsibilities.

Clerical Analyst

Jamaica Customs
Montego Bay, St. James
06.2004 - 05.2006
  • Handled the lodgement and recording of import documents submitted by custom brokers.
  • Handled cashier responsibilities and assisted with end of day activities such as the accounts and record updating.
  • Handled IT activities such as troubleshooting and updates.

Education

Certificate - Equity

College Of Insurance
Kingston, Jamaica
2012

Associate of Science - Business Administration

University College Of The Carribean
Montego Bay, Jamaica
2008

Diploma - Software Design & Programming

Caribbean Institute Of Technology
Montego Bay, Jamaica
2004

High School Certificate - undefined

Cornwall College
Montego Bay, Jamaica
2000

Skills

  • Communication skills
  • Motivated

Accomplishments

  • Meeting and exceeding sales target by up to 36% two (2) years consecutively while employed to the Bank of Nova Scotia.
  • Received the award of "Pinnacle" for the year of 2019 at Bank of America. This indicates a status only the top performers across the Advanced Client Solutions line of business can achieve.
  • Successfully completed and was selected for the promotion from Sales Associate to Core Specialist at Bank of America.
  • Achieved top performer status for Q2 2020 at Bank of America.
  • Achieved top performer status for Q1 2021 at Bank of America.

Timeline

Small Business Consultant

Bank Of America
08.2021 - Current

Core Specialist

Bank Of America
03.2020 - 08.2021

Sales Associate

Bank Of America
11.2018

Care Associate

Vistaprint Jamaica
05.2017 - 08.2018

Personal Banking Officer

Bank Of Nova Scotia Jamaica
06.2012 - 01.2017

Sales Representative

Vinar Ltd
11.2009 - 05.2012

Clerical Analyst

Jamaica Customs
06.2004 - 05.2006

Certificate - Equity

College Of Insurance

Associate of Science - Business Administration

University College Of The Carribean

Diploma - Software Design & Programming

Caribbean Institute Of Technology

High School Certificate - undefined

Cornwall College
Andrew Holt