Giselle Peters
Marabella
Summary
Driven Relationship Officer, focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with over 10 years' experience in Banking. I am focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs, being a respected professional with exceptional knowledge regarding finance management.
Overview
19
19
years of professional experience
Work History
Premium Relationship Officer
Scotiabank Trinidad
03.2019 - Current
- Actively managed, grew and retained product holdings of Premium Banking clients
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Exceeded weekly monthly and annual individual sales target across product categories by providing personalized financial solutions to meet the needs of Premium banking customers
- Developed strong relationships with high-net-worth clients for better retention and increased assets under management.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Enhanced overall team performance by mentoring junior colleagues on effective relationship building techniques.
- Identified new business opportunities through prospecting activities and referrals from existing clients.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Personal Banking Officer
Scotiabank Trinidad
07.2015 - 02.2019
- Provided expert financial advice to clients, helping them achieve their personal financial goals.
- Processed customer payments and account setup charges.
- Helped clients plan for and fund retirement s using mutual funds and other options to manage, customize and diversify portfolio.
- Cross-sold bank products and services to meet customer needs and provide options.
- Maximized revenue through improved sales techniques and branch productivity.
- Created innovative financial solutions to meet customer needs and provide competitive edge
Contact Center Representative
RBC Royal Bank Trinidad
01.2015 - 06.2015
- Exceeded performance metrics by consistently maintaining high-quality interactions with customers.
- Boosted customer service satisfaction ratings through consistent quality control.
- Maintained up-to-date knowledge of product and service changes.
- Increased first call resolution rates by utilizing comprehensive product knowledge and problem-solving skills.
- Consistently met or exceeded sales targets by effectively promoting products or services during customer interactions.
Customer Service Representative
RBC Royal Bank Trinidad And Tobago
04.2013 - 12.2014
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Processed customer service orders promptly to increase customer satisfaction.
Junior Accounts Officer
Edoo's Welding And Industrial Supplies
09.2005 - 07.2008
- Boosted cash flow management by monitoring account balances and ensuring prompt collection of outstanding payments.
- Streamlined accounts receivable processes by implementing efficient invoicing and payment tracking systems.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Handled day-to-day accounting processes to drive financial accuracy.
- Maintained up-to-date records of all transactions, ensuring accurate documentation for auditing purposes.
- Inspected account books and recorded transactions.
Education
Certificate For Financial Advisor - Banking And Financial Support Services
Institute of Banking And Finance Trinidad And Toba
San Fernando Bachelor Of Education - Business Studies
University of Trinidad And Tobago
San Fernando09.2012
Skills
- Financial Services
- Brand Marketing
- Time Management
- Market Trend Analysis
- Financial planning processes
- Relationship building and management
- New Business Development
- Sales Targeting
- Portfolio Management
- Wealth Management
- Written and verbal communication
- Customer Relationships
- Product expertise
Accomplishments
- Achieved over 150% of targets through effectively growing the banks affluent portfolio
- Consistently delivered excellent customer service while maintaining an excellent relationship net promoter score.
- Region wide sales recognition for five years by surpassing all sales targets (Five time best of the best award recipient)
- Assisted in Scotiabank's Digital Adoption Drive which resulted in over 20% increase in digital adoption, equating to more than 2500 individuals transitioned to online banking
Timeline
Premium Relationship Officer
Scotiabank Trinidad
03.2019 - Current
Personal Banking Officer
Scotiabank Trinidad
07.2015 - 02.2019
Contact Center Representative
RBC Royal Bank Trinidad
01.2015 - 06.2015
Customer Service Representative
RBC Royal Bank Trinidad And Tobago
04.2013 - 12.2014
Junior Accounts Officer
Edoo's Welding And Industrial Supplies
09.2005 - 07.2008
Certificate For Financial Advisor - Banking And Financial Support Services
Institute of Banking And Finance Trinidad And Toba
Bachelor Of Education - Business Studies
University of Trinidad And Tobago
Similar Profiles
Veejay HardwarVeejay Hardwar
Assistant Manager - Customer Support at Scotiabank Trinidad and Tobago Limited - OSSCLAssistant Manager - Customer Support at Scotiabank Trinidad and Tobago Limited - OSSCL
Brandon BoodoosinghBrandon Boodoosingh
Mortgage Specialist at Scotiabank Trinidad & Tobago LimitedMortgage Specialist at Scotiabank Trinidad & Tobago Limited
Neeland NathanNeeland Nathan
Help Desk Analyst at Scotiabank Trinidad And TobagoHelp Desk Analyst at Scotiabank Trinidad And Tobago