Correen Moraldo
Santa Cruz
Summary
Experienced Senior Client Associate with an in-depth knowledge of RBC operations and support systems. Collaboratively working with other RBC partners to achieve the best client satisfaction and sales result in our ever-evolving fast paced environment. Highly Driven to educate and provide digital solutions to help clients save time and money.
Overview
12
12
years of professional experience
Work History
Core Banking Applications
RBC Royal Bank Of Canada
10.2012 - Current
- T24-Large Volume Processing of Bank Drafts, Local and Foreign Wires, Credit/ Debit card Payments, Spotting Sales Opportunities.
- FCIS-Account Balance Enquiries, Redemptions, Subscriptions, Client Update, Knowledge of Mutual Fund Opening Process.
- WORKFLOW-Account Opening, Change Requests, Account Closures, Loan Payoffs, Debit/ Credit Card Claims, All Letter Requests.
- TS2-All Credit Cards Balance and Transaction Enquiries.
Client Associate
RBC Royal Bank (Trinidad and Tobago) Limited
01.2012 - Current
- Contributed and met department goals by consistently achieving High Performance metrics related to Overall End of Year Reporting.
- Always delivers enhanced client experience to all clients.
- Take ownership of client transaction problems (simple to complex) as presented
- Sound knowledge of New Account opening process for single and joint accounts with at least 20 new accounts open on average weekly.
- Exhibits good judgement, executes Due Diligence ensuring Delegated Limits of Authority are not breached for all transactions.
- Improved response times by prioritizing tasks effectively based on urgency or importance of request from clients.
- Educated clients through our digital leads list on available resources and tools, empowering them to utilize our services more effectively.
- Conducted training of staff regarding company operations, policies and services.
- Actively apply continuous improvement approach for First Time Right in all areas of operations.
Education
RBC Royal Bank -Banking Applications
Independence Square06.2027
Associate of Arts - Accounting
COSTAAT
Port Of Spain, Trinidad And Tobago06.2026
Skills
- Detail Oriented
- Disciplined
- Follow-up skills
- Problem Resolution
- Calm and Professional Under Pressure
- Empathy and patience
Accomplishments
I was awarded 1st place under the RBC Win it All Campaign for Most Credit Sales in the 1st quarter in the Financial Year 2024.
Cover Letter
I am highly interested in applying for this position, which will enable me the exposure and opportunity to continue expanding my knowledge and expertise within RBC Royal Bank. While focusing on keeping a growth mindset, I am a very committed and hardworking individual when it pertains to getting the job done efficiently and effectively. Being a strong support member on my team, I embrace every opportunity and continue to be resilient even when its hard and I Firmly believe that with the necessary coaching and skill improvement I will be the perfect candidate for this position. I have attached my resume and would be prepared to provide any further information that you may require. I would also be most willing and enthusiastic to meet with you at your convenience. Thank you for your time and I look forward to your response. Kindest Regards, Ms. Correen Moraldo
Timeline
Core Banking Applications
RBC Royal Bank Of Canada
10.2012 - Current
Client Associate
RBC Royal Bank (Trinidad and Tobago) Limited
01.2012 - Current
RBC Royal Bank -Banking Applications
Associate of Arts - Accounting
COSTAAT
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