Adam Pantin-Taylor
Westmoorings
Summary
Detail-oriented and client-focused banking professional with over 8 years of experience in financial services, operational support, and customer relationship management. Skilled in triaging client needs, coordinating financial product consultations, and optimizing service workflows to enhance client satisfaction. Adept at ensuring regulatory compliance, managing risk, and streamlining branch operations for improved efficiency. Seeking growth to leverage expertise within the organization.
Overview
8
8
years of professional experience
Work History
Client Associate - Central Teller
RBC Royal Bank (T&T) Limited
12.2023 - Current
- Overseeing the flow of cash in and out of the branch, ensuring accurate handling and balancing of transactions.
- Supporting branch operations by ensuring that all cash-related procedures are followed meticulously.
- Maintained balanced cash drawer, ensuring accurate record-keeping and adherence to bank policies.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Client Associate
RBC Royal Bank (T&T) Limited
01.2022 - Current
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on use of banking website and mobile apps.
- Supported team members in achieving branch goals through collaboration and communication
Client Assistant
RBC Royal Bank (T&T) Limited
04.2018 - 11.2022
- Addressing client inquiries via phone, email, or in-person interactions, ensuring timely and accurate responses to enhance client satisfaction.
- Providing clients with information about RBC's products and services, helping them make informed financial decisions.
- Maintained client records and documentation, ensuring accuracy and confidentiality.
- Scheduled and coordinated client appointments for financial product consultations and advisory services, ensuring efficient use of time and resources.
- Delivered personalized service experiences that exceeded client expectations, building long-term relationships based on trust and loyalty.
Retail Banking Associate
Rbc Royal Bank (T&T) Limited
10.2016 - 04.2018
- Providing exceptional service by completing client transactions in an efficient and timely manner.
- Identifying client needs, offering financial advice, spotting opportunities to introduce the bank's products and services.
- Resolving and preventing client banking issues.
- Contributing to and supporting a target-driven environment.
- Complying with routines, processes, and guidelines to minimize errors and ultimately losses by the bank.
- Building rapport and maintaining client relationships as a means to retaining business.
Education
Bachelor of Science - Sports Management - Incomplete
University of The West Indies
St Augustine High School Diploma -
Fatima College
St. James06-2016
Skills
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Adaptability and flexibility
- Task prioritization
Accomplishments
- Digital Champion responsible for educating staff and clients on alternate channels.
- Spearheaded "RBC Cares" initiative by interviewing staff, recording and producing videos to highlight relief efforts during Covid.
- Won multiple branch end of year awards for having the most One RBC referrals and Building Revenue.
Additional Information
Branch Operations Specialist
Westmoorings Branch | September 2024 – March 2025 (Intermittent)
- Successfully cross-trained and performed in the role intermittently to support branch operations.
- Assisted in conducting a Safe Deposit Box Audit, ensuring compliance and accuracy in record-keeping.
- Managed all client queries via the generic inbox, ensuring prompt and efficient responses.
- Provided direct support to staff in resolving client issues, improving service delivery.
- Completed UARG activities, ensuring adherence to regulatory and operational standards.
Timeline
Client Associate - Central Teller
RBC Royal Bank (T&T) Limited
12.2023 - Current
Client Associate
RBC Royal Bank (T&T) Limited
01.2022 - Current
Client Assistant
RBC Royal Bank (T&T) Limited
04.2018 - 11.2022
Retail Banking Associate
Rbc Royal Bank (T&T) Limited
10.2016 - 04.2018
Bachelor of Science - Sports Management - Incomplete
University of The West Indies
High School Diploma -
Fatima College
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