Fatima Alexander
Tunapuna
Summary
Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Overview
9
9
years of professional experience
Work History
Personal Banking Officer
Scotiabank Trinidad
San Juan
10.2021 - Current
- Cross-sold bank products by providing advice on the benefits of additional services available.
- Prepared presentations outlining current banking trends and best practices.
- Researched and resolved discrepancies between customer records and account documentation.
- Developed relationships with clients to identify their financial needs and goals.
- Conducted customer service activities such as responding to inquiries, resolving complaints, and processing account transactions.
- Collaborated with other departments to ensure quality service delivery to customers.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Assisted customers in completing loan applications and reviewed documents for accuracy.
- Analyzed customer credit profiles to determine eligibility for various types of loans.
- Completed all assigned tasks within established deadlines.
- Participated in weekly team meetings to discuss performance metrics.
- Executed compliance requirements such as KYC and AML checks prior to onboarding new customers.
- Analyzed financial statements, credit reports, and other documents to evaluate loan applications.
- Drafted letters of credit, promissory notes, certificates of deposit.
- Maintained up-to-date knowledge of banking regulations, procedures, and policies.
- Monitored customer accounts for suspicious or fraudulent activity.
- Attended industry events related to personal banking topics.
- Assisted in training new personnel in proper banking procedures.
- Resolved customer complaints in a timely manner while maintaining high standards of service.
- Provided customers with information on banking products and services.
Senior Support Clerk
Scotiabank Trinidad
Tunapuna
07.2017 - 10.2021
- Developed strong relationships with clients through effective communication and follow-up procedures.
- Upgraded existing accounts for customers who requested additional features or services.
- Supported external sales officer by processing applications and facilitating disbursements
Teller
Scotiabank Trinidad and Tobago
Port Of Spain
01.2016 - 07.2017
- Assisted customers in opening new accounts and completing required paperwork.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
High School Diploma -
Bishop’s Anstey Trinity College East 6th Form
Trincity 06-2014
High School Diploma -
ASJA Girls’ College Tunapuna
Tunapuna06-2012
MBA - Masters Business Administration
CTS College
Chaguanas Skills
- Financial planning
- Portfolio management
- Banking operations
- Investment advisory
- Relationship management
- MS Excel
- Loans
- Fraud prevention
- Banking
- Member support
- Issues resolution
- Relationship building and management
- Client relationship management
- Customer service
- Banking policies and procedures
- Branch operations
- Sales strategy
Timeline
Personal Banking Officer
Scotiabank Trinidad
10.2021 - Current
Senior Support Clerk
Scotiabank Trinidad
07.2017 - 10.2021
Teller
Scotiabank Trinidad and Tobago
01.2016 - 07.2017
High School Diploma -
Bishop’s Anstey Trinity College East 6th Form
High School Diploma -
ASJA Girls’ College Tunapuna
MBA - Masters Business Administration
CTS College