Anna Jecoliah Jones
Port Of Spain
Summary
Accomplished Personal Banking Officer and Customer Service Representative at Scotiabank Trinidad and Tobago Limited, adept in relationship management and financial planning. Enhanced customer loyalty and sales through strategic portfolio management and empathetic service. Mentored new officers, excelling in loan processing and investment advisory, significantly contributing to team success and customer satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
03.2015 - Current
- Boosted sales of financial products by delivering compelling presentations to potential clients.
- Managed a diverse portfolio of high-net-worth clients, providing personalized service tailored to their unique needs.
- Implemented new initiatives aimed at increasing customer engagement and retention rates within the branch office environment.
- Collaborated with cross-functional teams to identify opportunities for process improvement within the branch.
- Maintained compliance with banking regulations through diligent record-keeping and reporting practices.
- Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
- Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.
- Acted as a mentor for new Personal Banking Officers, sharing best practices and insights gleaned from years of experience in the industry.
- Developed strong relationships with customers, leading to increased loyalty and repeat business.
Customer Service Representative
Scotiabank Trinidad and Tobago Limited
07.2011 - Current
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Education
High School Diploma -
Bishop Anstey High School
Chancery Lane Port Of Spain06.2011
Skills
- Relationship Management
- Portfolio Management
- Loan Processing
- Cross-Selling Products
- Investment Advisory
- Customer Service
- Financial Planning
Certification
- Certified to sell Mutual Funds
Languages
English
Native language
Japanese
Beginner
A1
Spanish
Beginner
A1
Timeline
Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
03.2015 - Current
Customer Service Representative
Scotiabank Trinidad and Tobago Limited
07.2011 - Current
- Certified to sell Mutual Funds
High School Diploma -
Bishop Anstey High School
Similar Profiles
Shantal MahaseShantal Mahase
Personal Banking Officer at Scotiabank Trinidad And Tobago LimitedPersonal Banking Officer at Scotiabank Trinidad And Tobago Limited
Debra RampersadDebra Rampersad
Collateral Clerk /Acting Credit Clerk at Unicomer Trinidad LimitedCollateral Clerk /Acting Credit Clerk at Unicomer Trinidad Limited
Deever RamnananDeever Ramnanan
Passenger Service Agent at Swissport TrinidadPassenger Service Agent at Swissport Trinidad