Dedicated services representative with versatile background across diverse businesses, including Sales, Customer Service, and Finance organizations. Skilled in cultivating productive relationships with clients – addressing individual inquiries and concerns., while utilizing my leadership skills and expertise.
Overview
23
23
years of professional experience
8
8
years of post-secondary education
Work History
Member Service Supervisor
Lascelles Employees Co-operative Credit Union
01.2023 - Current
Verify daily cheque disbursement.
Managed cash drawer ensuring accuracy during transactions and end-of-day reconciliation processes.
Ensure customer service emails are processed daily.
Trained, coached and developed new employees to ensure they had the necessary skills for their role.
Monitored staff performance to ensure adherence to company policies and procedures.
Ensure all Member-related clearing accounts are nil every day.
Ensure that all internal transfer requests are verified.
Provide reports to the General Manager/Team Leaders for suspicious transactions or funds received near/over the threshold for Money laundering purposes.
Be knowledgeable of Anti-Money Laundering Policies and reporting procedures and assist in obtaining additional information from customers concerning Suspicious Activity Reports (SARs), Know Your Customer (KYC), etc.
Member Service Representative & Senior Teller
Lascelles Employees Co-Operative Credit Union
01.2006 - 01.2022
Greeted customers in a friendly and professional manner.
Assisted with the opening of new accounts and processed account maintenance requests.
Ensuring customer payments are posted to the correct account on a timely manner
Train new recruits in customer service area and teller area
Handled customer complaints in an efficient and courteous manner.
Maintained accurate records of member interactions and transactions.
Assist in the processing of loan
Increase income for the organization
Identified opportunities for cross-selling additional products or services based on member needs.
Increase customer base.
Communicating with offsite Liaison Officers.
Sales Representative
Mr Lees International
01.2001 - 01.2006
Visiting Supermarkets and Pharmacies in Kingston and St.Catherine, providing quality goods and services
Supervising Merchandisers.
Generated new sales leads through cold calling and networking activities.
Analyzed customer feedback to improve products and services.
Maintained accurate records of all sales and prospecting activities.
Researched competitors' products, prices, and sales techniques.
Created detailed reports on daily, weekly, and monthly sales activity.
Education
NCTVET Certificate -
Heart Academy- Kenilworth
01.2000
Bachelor of Science - Business Administration With Finance And Management
Excelsior Community College
09.2016 - 08.2018
High School Diploma -
Mona High School
07-1998
Certificate in Supervisory Management (Pending Collection) -
University of The West Indies – Open Campus
01.2023 - 12.2023
Associate of Science - Business Studies
Excelsior Community College
09.2012 - 08.2017
Skills
Team Leader: Advanced
Excellence Customer Service Representative: Expert
Fully Trained in POCA: Expert
Excellent Multi-taker: Advanced
Spanish (beginner)
Proficiency in Microsoft Word, Excel, and other program's
Employee Training
Member relations
Application Review
Due diligence
Customer support services
References
Available upon request
Timeline
Certificate in Supervisory Management (Pending Collection) -
University of The West Indies – Open Campus
01.2023 - 12.2023
Member Service Supervisor
Lascelles Employees Co-operative Credit Union
01.2023 - Current
Bachelor of Science - Business Administration With Finance And Management