Versatile professional with a strong background in finance and administrative roles, offering a diverse skill set applicable to various industries. Proven expertise in financial planning, strategic budgeting, and efficient administrative management. Adept at thriving in fast-paced environments. Eager to channel abilities into a new and challenging field to make a significant impact and deliver meaningful results.
Hi, I’m
CHELSEA NOEL
Chaguanas
Summary
Overview
13
years of professional experience
1
Certification
Work History
AMERICAN AIRLINES
Loyalty Account Specialist (Business & Personal)
04.2023 - Current
Job overview
- Achieve high levels of client satisfaction through timely resolution of disputes or other account-related concerns for business and personal loyalty account holders.
- Complete routine and complex account updates to resolve problems.
- Manage multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Adhere to standards of quality and service as well as all compliance requirements..
- Execute efficient onboarding steps, leading to successful integration of new business accounts.
- Cross-sell airlines products and services including credit cards by encouraging customers to apply.
- Meet project deadlines consistently as specified by management.
- Consistently meet and outperform monthly and quarterly metrics.
- Assist members with accessing their online accounts.
FIRST CITIZENS BANK LIMITED
Special Project Resource - CX Initiative (Temporary)
09.2022 - 04.2023
Job overview
- Responds to all customer queries/requests via electronic delivery to ensure first line resolution and follows up to completion
- Create new business opportunities for the bank by cross-selling products and services
- Establishes and maintains relationships with external parties such as other banks and financial institutions in resolving customers' queries
- Performs users' account maintenance/amendment functions for ebusiness customers as requested
- Compiles a daily report of foreign currency transactions via online banking for submission to the relevant department
- Assist with actioning incoming emails from customers to ensure their queries are actioned and completed in a timely manner
- Provide exceptional customer service to customers while keeping with the bank's policies & procedures
- Managing and updating customer databases
- Document all customers' problems, queries and requests into a problem tracking database and follows to completion
- Process and logs reports from customers on lost/stolen/compromised/captured cards on the required systems
- Worked effectively in a fast-paced environment.
SAGICOR FINANCIAL COMPANY LIMITED
Financial Advisor
07.2021 - 09.2022
Job overview
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Complete financial needs analysis with clients which includes assets, liabilities, existing insurance and risk analysis
- Regularly attend training sessions/seminars to stay up to date with regulatory and industry changes
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
SCOTIABANK T&T LIMITED
Small Business Support Officer (Business Banking)
10.2012 - 06.2021
Job overview
- Delivered support services to Business Banking departmental officers.
- Generated detailed monthly reports on small business performance.
- Adhered to strict daily deadlines, ensuring the treasury department received exceptional reports consistently.
- Action email requests daily from business and corporate clients
- Adhered to strict daily deadlines, ensuring the treasury department received exceptional reports consistently.
- Issue letters to business clients for any outstanding documentation required as well as follow up on these requests
- Streamlined internal communications by creating clear channels for information sharing among team members.
- Maintained smooth back-office functions to promote efficient business operations.
SCOTIABANK T&T LIMITED
Service Representative (Front Counter)
10.2012 - 06.2021
Job overview
- Increased customer retention with exceptional interpersonal skills and proactive problem-solving abilities.
- Processed cheque book orders promptly.
- Addressed and resolved credit and debit card related issues.
- Established new accounts.
- Cross-sell banks products and services
- Executed non-monetary transactions for customers.
- Executed detailed letter request tasks for clientele.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
SCOTIABANK T&T LIMITED
Balancing Teller
10.2012 - 06.2021
Job overview
- Processed cheque transactions and posted entries into correct accounts.
- Handled responsibilities related to balancing duties for currency, coins, and cheques.
- Delivered detailed information to clients on bank products.
- Furnish up-to-date account balance specifics to clients.
- Efficiently managed acceptance and processing of loan payments.
- Ensure that the cash drawer is balanced and always maintained
- Efforted to enhance sales of various financial products.
COCA COLA COMPANY
Promotions - Part Time
01.2012 - 12.2012
Job overview
- Enhanced customer engagement and drove product revenue.
- Engaged consumers by distributing product samples and promotional materials.
Education
ROYTEC - UWI SCHOOL OF BUSINESS & APPLIED STUDIES
Bachelors from Business Management
09.2026
University Overview
DIEGO MARTIN CENTRAL SECONDARY SCHOOL
CXC Examinations from Business
01.2010
University Overview
Electronic Document Preparation - Grade I
English - Grade I
Mathematics - Grade II
Principles Of Business - Grade II
Principles Of Accounts - Grade II
Information Technology - Grade III
Geography - Grade III
Skills
- Computer Literate (Microsoft Office Suite)
- Excellent oral and written communication
- Excellent attention to detail
- Fast Learner
- Interpersonal skills
- Flexible
- Highly Dependable
Key Skills And Achievements
Key Skills And Achievements
- Top Referrer SLTT - Scotiabank Limited 2019
- Computer Literate (Microsoft Office Suite)
- Excellent oral and written communication
- Attention to detail
- Interpersonal skills
- Flexible
- Willingness to learn
References
References
- Kieran Ramdeen- Manager Home Financing (Scotiabank) - 702-9910
- Christina Desousa - Customer Experience Manager (CAL) - 747-0580
Certification
Trinidad & Tobago Insurance Industry (TTII)
Life Insurance Certification (Aug 2022)
UWI Open Campus
Certificate in Wedding Planning
Guardian Holdings Limited
First Steps Program (2011)
Timeline
Loyalty Account Specialist (Business & Personal)
AMERICAN AIRLINES
04.2023 - Current
Special Project Resource - CX Initiative (Temporary)
FIRST CITIZENS BANK LIMITED
09.2022 - 04.2023
Financial Advisor
SAGICOR FINANCIAL COMPANY LIMITED
07.2021 - 09.2022
Small Business Support Officer (Business Banking)
SCOTIABANK T&T LIMITED
10.2012 - 06.2021
Service Representative (Front Counter)
SCOTIABANK T&T LIMITED
10.2012 - 06.2021
Balancing Teller
SCOTIABANK T&T LIMITED
10.2012 - 06.2021
Promotions - Part Time
COCA COLA COMPANY
01.2012 - 12.2012
ROYTEC - UWI SCHOOL OF BUSINESS & APPLIED STUDIES
Bachelors from Business Management
DIEGO MARTIN CENTRAL SECONDARY SCHOOL
CXC Examinations from Business
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