Alternative Holistic Health
Chaste Nimblett
Senior Banker
Port of Spain
Summary
Dedicated professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs. Poised when explaining financial services procedures and resolving problems.
Insightful Personal Financial Advisor known for high service productivity and efficient task completion. Possess specialized skills in financial planning, debt service ratio management, and investment strategies. Excel in communication, empathy, and problem-solving to effectively meet client needs and build lasting relationships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Personal Banking Officer
SBTT | Virtual Branch
Chaguanas
12.2023 - Current
- Assisting the bank's high-valued clients with meeting their short-term and long-term goals.
- Providing advice and solutions on borrowing, creditor insurance coverage, day-to-day, and investment facilities.
- Working closely with clients to assess their credit eligibility and debt service ratio in order to plan for the best suitable financial steps, in order to apply for and obtain a smooth process of final Adjudication Approval for credit needed to meet their goals.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Customer Service Officer
SBTT | Virtual Branch
Chaguanas - OSSCL
09.2021 - 12.2023
- Supported client portfolios of 6-8 Personal Banking Officers at the Access Hub
- Resolved customer issues, such as claim disputes and service queries, in an efficient and timely manner.
- Ensured customers were aware of product features and service details.
- Identified potential opportunities to upsell products or services to customers.
- Handled escalated customer complaints and disputes in a professional manner.
- Managed daily operations of the Customer Service Department.
- Collaborated with other departments within the organization on various client requests and inquiries.
Collections Advisor
Scotiabank T&T Ltd. - OSSCL
Chaguanas
01.2021 - 09.2021
- Maintained a professional demeanor when interacting with customers during collections calls.
- Assessed customer financial information to determine the best payment plan for delinquent accounts.
- Negotiated repayment plans according to company policy and customer ability to pay.
- Provided excellent customer service while collecting payment from delinquent accounts.
- Educated debtors on the consequences of non-payment and potential resolutions.
Digital Advisor
DSU - Scotia Centre MDO
Port Of Spain
03.2020 - 12.2020
- Enrolled the bank's clients onto the online and mobile banking platforms, ensuring they were educated in utilizing the same to take care of most of their needs.
- Provided technical support for customers using digital platforms, troubleshooting problems and responding to inquiries in a timely manner.
- Collaborated with other departments to ensure that all customer issues were resolved quickly and effectively.
Bank Teller
Scotiabank T&T Limited
Tunapuna
05.2018 - 03.2020
- Welcomed customers and offered pleasant service during entire transaction.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Educated customers about different types of banking services available at the branch.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Convenience Store Cashier
McIntyre's Service Gas Station
Barataria
11.2016 - 05.2018
- Greeted customers and provided excellent customer service.
- Assisted customers with product selection and answered any inquiries.
- Operated cash register, accepted payments, and returned correct change to customers.
- Organized stock shelves and displays in order to promote sales.
- Cleaned store area, including checkout counter and display shelves.
- Performed general housekeeping duties such as sweeping floors, taking out garbage.
Personal Assistant
Xtatik Ltd. | Machel Montano
Woodbrook, Port Of Spain
05.2016 - 07.2016
- Part-time employment under Mr. Montano's mother, Mrs. Elizabeth Montano.
- I assisted her with transcribing taped interviews and with editing/proofreading her Master's thesis.
- Prepared documents such as reports, presentations, agendas, and correspondence.
- Maintained confidential files related to personnel records or other sensitive information.
- Proofread documents for accuracy prior to submission.
Education
High School Diploma -
Holy Name Convent
Port Of Spain07-2015
Skills
- Branding/Sales Understanding & Experience
- Prospecting
- Financial Planning
- Investment Analysis
- Client Relationship Building
- Debt management
- Investment Management
- Portfolio Management
- Investment Opportunity Identification
- Microsoft Excel
- Microsoft Word
- Microsoft Powerpoint
- Microsoft Outlook
- Calendar and Task Management
- Customer Service
- Microsoft OneNote
- Phone and Email Etiquette
Certification
- Certificate in Customer Service | LinkedIn
- Certificate in Emotional Intelligence | LinkedIn
- Certificate in Handling Difficult Customer Interactions | LinkedIn
Websites
References
- Kirshawn Taylor - Police Constable -
- Dr. Fuad Khan - Member of Parliament T&T -
- Susan Thomas - Data Operations Manager - The WGM Group Ltd. -
Accomplishments
Top Rookie Award - Digital Advisor at the Digital Support Unit | SBTT - 2020
Recognition for Top Customer Service Officer for Excellent Client Service | SBTT - 2022
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCompany CultureCareer advancementPersonal development programsHealthcare benefitsWork from home optionFlexible work hoursPaid time offPaid sick leaveQuote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Interests
Yoga & Ayurveda
Inner Development & Mind Power
Dance
Nature
Timeline
Senior Personal Banking Officer
SBTT | Virtual Branch
12.2023 - Current
Customer Service Officer
SBTT | Virtual Branch
09.2021 - 12.2023
Collections Advisor
Scotiabank T&T Ltd. - OSSCL
01.2021 - 09.2021
Digital Advisor
DSU - Scotia Centre MDO
03.2020 - 12.2020
Bank Teller
Scotiabank T&T Limited
05.2018 - 03.2020
Convenience Store Cashier
McIntyre's Service Gas Station
11.2016 - 05.2018
Personal Assistant
Xtatik Ltd. | Machel Montano
05.2016 - 07.2016
High School Diploma -
Holy Name Convent
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