JABARI NOEL
3 JENNAH PARK WEST, CHAGUANAS
Summary
Experienced personal banker dedicated to providing tailored financial solutions and exploring various options for clients. Skilled in offering personalized banking advice and services, fostering long-lasting customer relationships, and efficiently handling deposit and fund transactions. Passionate about helping individuals achieve their financial goals through strategic planning and exceptional customer service.
Overview
10
10
years of professional experience
Work History
Loan Officer
Venture Credit Union
12.2022 - Current
- Action all incoming loan inquiries.
- Provide financial counselling to members regarding wise usage of credit and make/suggest counter offers where necessary.
- Execute member interviews using available mediums to accomplish loan assessments.
- Assess and pre-qualify members for new loans.
- Provide exceptional customer service while keeping with the company’s policies and procedures.
- Responsible for contributing suggestions to management for possible changes to the retail and commercial lending policies and procedures.
- Assist clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Wealth Manager
ANSA Merchant Bank
04.2022 - 09.2022
- Offers overall Wealth Management solutions to both existing and prospective clients in keeping with AMBL’s policies and procedures to achieve target.
- Consults with clients and prospects to understand their risk tolerance, investment strategies and financial goals.
- Keep clients abreast of their investment performance and facilitate semi-annual and/or annual reviews.
- Assists Senior Wealth Manager with defining, segmenting, and targeting AMBL’s market.
- Work collaboratively with Portfolio Managers & Investment Analysts to create client investments.
- Ensure unit is compliant as pre regulatory and statutory guidelines.
Investment Advisor
Sagicor Investments T&T Limited
11.2020 - 04.2022
- Achieve monthly assigned productivity targets for new business
- Manage existing client relationships, including ongoing regular client contact and communications and respond to queries and requests.
- Periodically review client portfolios and accounts to determine whether life changes, economic changes, environmental concerns or financial performance indicate a need for portfolio reassessment.
- Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objective.
Collections Advisor (Temporary Assignment)
Scotiabank T&T Limited
06.2020 - 10.2020
- Influence collection activity to provide the Bank with optimal delinquency ratios and loan levels.
- Conduct timely constructive collection activity via telephone, letter, or other appropriate means to facilitate prompt resolution.
- Recommend finalization strategies on accounts that will result in the best means of affecting maximum recovery ratios.
- Responsible for responding to all inquiries or concerns of all accounts worked on in the assigned portfolio within or ahead of expected time frame.
Personal Banking Officer (Financial Advisor/Loan Officer)
Scotiabank T&T Limited
11.2018 - 06.2020
- Achieve individual sales targets by meeting the financial needs of mid-market retail customers by providing practical advice and superior customer service.
- Support acquisition and retention of 20 + mid-market retail customers on a monthly basis.
- Identify referral opportunities through daily customer interaction, for Premium Relationship Officers and other appropriate sales officers.
- Consistently deliver superior customer experience during all customer interactions to support the branch’s goal.
Service Representative (Small Business & Premium Banking)
Scotiabank T&T Limited
02.2017 - 10.2018
- Provided superior customer experience to several high-profile clients by effectively matching the bank’s products to customer needs.
- Supported the overall sales work of the branch by carrying out sales and cross-selling activities of personal banking products and services.
- Managed all small business and premium banking service requests in a timely manner.
- Complete monthly small business reports before a specified deadline.
- Interfile small business new account and loan folders on Daily/weekly basis.
Bank Teller
Scotiabank T&T Limited
10.2015 - 02.2017
- Facilitated a customer-focused culture to deepen client relationships and leverage broader bank relationships, systems and knowledge.
- Negotiated service standards and goals, while adhering to bank security, operational and compliance procedures and policies.
Contact Centre Sales & Service Representative (Temporary)
Scotiabank T&T Limited
06.2015 - 10.2015
- Take customer calls and provide accurate satisfactory answers to their queries and concerns.
- De-escalate situations involving dissatisfied customers, offering patient assistance and support.
- Guide callers through troubleshooting, navigating the bank’s site or using the bank’s products or services.
- Achieve monthly referral targets by cross selling the bank’s products & services to clients.
Education
Mathematics, Physical Education, English, Spanish, Integrated Science
Belmont Secondary School
01.2014
Skills
- Computer Literate (Proficient in Microsoft Office Suite)
- Relationship Building & Management
- Time Management Skills
- Positive Attitude
- Leadership
- Team Player
- Client relations
- Customer service-focused
Accomplishments
- Top Credit Card Sales 2020
- Top Officer 3 Consecutive Months at Venture Credit Union ( June - August)
- Top NPS Score at Scotiabank (Customer Service Scoring Metric)
References
Kieran, Ramdeen, Manager, Home Financing Unit, Kieran.ramdeen@scotiabank.com, 702-9910, Scotiabank
Timeline
Loan Officer
Venture Credit Union
12.2022 - Current
Wealth Manager
ANSA Merchant Bank
04.2022 - 09.2022
Investment Advisor
Sagicor Investments T&T Limited
11.2020 - 04.2022
Collections Advisor (Temporary Assignment)
Scotiabank T&T Limited
06.2020 - 10.2020
Personal Banking Officer (Financial Advisor/Loan Officer)
Scotiabank T&T Limited
11.2018 - 06.2020
Service Representative (Small Business & Premium Banking)
Scotiabank T&T Limited
02.2017 - 10.2018
Bank Teller
Scotiabank T&T Limited
10.2015 - 02.2017
Contact Centre Sales & Service Representative (Temporary)
Scotiabank T&T Limited
06.2015 - 10.2015
Mathematics, Physical Education, English, Spanish, Integrated Science
Belmont Secondary School
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