DANIELLE ANGUS
Macon
Summary
Self-motivated team player with 19 years of experience in client relations, excited to collaborate with the team members across all levels. Demonstrates a willingness to exceed expectations and operate effectively in fast-paced, high-pressure environments. Maintains exceptional customer service and communication skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Relationship Banker
Truist Financial
Macon
09.2024 - Current
- Consistently deliver exceptional client experience by focusing on product offerings that enhance client relationships.
- Execute applications for home equity lines of credit, personal lines of credit, and retail credit cards.
- Ensure compliance of all credit applications with bank policies and procedures.
- Negotiated rates to provide optimal financial solutions, maximizing returns on client retail portfolios.
Senior Investment Advisor
National Commercial Bank Capital Markets
Kingston
07.2021 - 06.2024
- Pursuing Retail and High Valued Clients to facilitate the growth of Client portfolio and company revenue.
- Managing clients' relationships and negotiating rates to ensure that they receive the best opportunities tailored to Client needs.
- Prospecting corporate clients to facilitate the growth of company revenue.
- Collaborating with departments to ensure smooth placement of funds, while adhering to corporate governance rules.
Senior Investment Advisor
Barita Investment Limited
Kingston
07.2019 - 06.2021
- Successfully build a portfolio valuing approximately $990 Million JMD/$6.3Mil USD.
- Portfolio comprised of Fixed Income instruments Unit Trust and equities.
- Developed detailed portfolio reviews to monitor performance and identify potential opportunities for improvement.
Client Service Representative - Private Banking
Sagicor Bank Jamaica
Kingston
07.2016 - 06.2019
- Client relations services provided to all High-Net-worth Clients within the group.
- Processing Managers Cheque, Wires, Issuing Credit facilities.
Senior Customer Service Representative
Bank of Nova Scotia Jamaica
Kingston
03.2006 - 06.2016
- Providing world-class services to clients located in the diaspora, as they relate to balances on loan facilities, credit card payments, balances on accounts, blocking and reissuing card facilities, and online banking support.
- Client retention, which afforded the opportunity of being recognized for world-class service in 2016.
Education
Bachelor of Science - Business Management & Human Resource
University of The West Indies
Kingston, Jamaica11.2014
Skills
- Wealth management
- Credit risk assessment
- Regulatory compliance
- Expert in Microsoft Word, Excel
- Attention to detail
- Loan origination
Certification
Nationwide Multistate Licensing System (NMLS) Certified - Current
Timeline
Relationship Banker
Truist Financial
09.2024 - Current
Senior Investment Advisor
National Commercial Bank Capital Markets
07.2021 - 06.2024
Senior Investment Advisor
Barita Investment Limited
07.2019 - 06.2021
Client Service Representative - Private Banking
Sagicor Bank Jamaica
07.2016 - 06.2019
Senior Customer Service Representative
Bank of Nova Scotia Jamaica
03.2006 - 06.2016
Bachelor of Science - Business Management & Human Resource
University of The West Indies