This is my profileContact via CazVidStephanie
Banking Professional with 8+ years of customer service expertise
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Competencies
Provided premium customer services and resolved inquiries and claims efficiently.
Developed and maintained a high-value client portfolio and managed client interactions.
Handled bank transactions, loan analysis, credit organization, and international wire transfers.
Managed properties including maintenance, remodeling, and sales in a management role.
Provided executive support as Personal Assistant, coordinated meetings and payments.
Education
Languages
Summary
Experienced in premium client management, banking operations, and administrative support with bilingual proficiency.
Key Achievements
- Managed and developed a premium client portfolio at SCOTIABANK, ensuring tailored services.
- Initiated and maintained relationships with clients, supporting bank loan analysis and monitoring.
- Held multiple roles at SCOTIABANK, demonstrating role progression from customer service to senior relationship management.
Experience
Senior Relationship Officer
Premium customer services, Development and maintenance of premium client portfolio, Analysis and monitoring of bank loans to premium customers.
Personal Banking Officer
Attention and search for new customers, Deposits, current and term deposits, Implementation of market strategies for meeting goals, Analysis and income of bank credits, Organization of credit files according to policies.
Sales and Service Representative
Attention to customer needs, inquiries and claims, Resolve customer concerns quickly and efficiently, Provide services and products according to customer needs.
Accounting Department
Customer services, International wire transfers, Investigations.
Bilingual Property and Management Manager
Personal Assistant Manager, Represent the General Manager in meetings with persons of interest, Manage Properties (Maintenance, Remodeling and Payments), Promote, make appointments and close property sales.
General Administration and Sales - Personal Assistant Manager
Represent the General Manager in meetings with persons of interest., Coordinate payments to suppliers.