Summary
Overview
Work History
Education
Skills
Accomplishments
References
Hobbies and Interests
Timeline
Generic

Josann Farrell

Tunapuna

Summary

Dynamic project management professional with a proven ability to lead teams in achieving strategic objectives and overcoming complex challenges. Expertise in developing effective business solutions and driving initiatives to successful completion, supported by a strong foundation in project management, data analysis, and psychology. Recognized for enhancing project efficiency and fostering collaborative environments while maintaining a reliable and adaptable approach to teamwork. A keen focus on strategic planning and process improvement ensures impactful results and the cultivation of relationships that align with organizational goals.

Overview

15
15
years of professional experience

Work History

Project Analyst

First Citizens Bank
01.2021 - Current
  • Lead project teams through project phases of Initiation, Execution and Successful Closure.
  • Build and foster positive and impactful stakeholder relationships.
  • Conducts analysis for stakeholders on all agreed performance baselines/metrics for projects with recommendations for improvements or corrective action.
  • Review and improvement of project tools, templates, procedures, archives and project management methodology.
  • Monitors project tasks and deadlines with a view to minimizing deviations by ensuring continuous follow up with team members and escalating when required
  • Build and monitors project schedules.
  • Effective project tracking of all key project constraints which may include quality, schedules, resources, communication, budget, and scope of work.
  • Coordinates assigned projects using the Project Management Methodology and Software.
  • Conducted data analysis to identify trends and support project recommendations.
  • Collaborated with cross-functional teams to ensure project alignment with strategic goals.
  • Monitored project timelines and deliverables to ensure adherence to schedules.
  • Supported budget tracking activities, contributing to effective financial management of projects.
  • Cultivated a positive working environment for team members, resolving conflicts promptly, and promoting collaboration at all levels.
  • Ensured on-time project completion by closely monitoring progress and adjusting schedules as needed.
  • Facilitated effective problem-solving sessions, leading to timely resolution of issues impacting project success.
  • Collaborated with cross-functional teams to ensure seamless integration of project components.
  • Fostered strong relationships with vendors and suppliers, negotiating favorable terms for materials procurement.
  • Ensured compliance with industry regulations by meticulously reviewing all deliverables before submission to stakeholders or regulatory bodies.
  • Identified and resolved risk issues in project proposals, mitigating potential liability claims.
  • Assessed project requirements to develop detailed project plans, schedules, and budgets, aligning with organizational goals.
  • Collaborated with IT teams to integrate new technologies, enhancing project outcomes and operational efficiency.
  • Coordinated with external vendors to secure necessary resources, ensuring timely project progression.
  • Spearheaded adoption of agile methodologies, increasing project flexibility and team productivity.
  • Analyzed project data for accuracy and relevance, ensuring alignment with organizational goals.
  • Coordinated cross-functional teams to streamline project processes and enhance collaboration.

Marketing Officer

First Citizens Bank
01.2014 - 01.2021
  • Conducted data analysis and reported on strategic impact of business initiatives, customer engagement and return on investment, and make recommendations for strategic adjustments to be made.
  • Created new business opportunities via conducting of interviews and marketing presentations for both individuals and businesses at various large companies and other prospects of business across the country.
  • Worked closely with internal retail banking network and empower employees via providing training/marketing techniques to staff on digital banking products and solutions.
  • Construct and present proposals for improved strategy execution of business initiatives
  • Executed business revenue generation initiatives.
  • - 10 successfully executed special project business initiatives.
  • - Marketed and successfully onboarded $500M in credit card sales to business revenue portfolio during tenure.
  • Collected market intelligence on competitive products and curate comparative analysis with recommendations for improvement or sustenance of Electronic Banking products and services.
  • Assisted in customer service management through onboarding, retention, and resolution of client conflict.
  • Developed and executed marketing campaigns to enhance brand visibility and customer engagement.
  • Analyzed market trends and customer data to inform strategic advertising initiatives.
  • Collaborated with cross-functional teams to design promotional materials and digital content.
  • Conducted competitor analysis to identify opportunities for differentiation in service offerings.
  • Created performance reports evaluating campaign effectiveness and recommending adjustments for future efforts.
  • Assisted in coordinating internal communication strategies to ensure alignment across departments.
  • Increased brand awareness by implementing targeted marketing campaigns and strategies.
  • Developed creative presentations, trend reports, kitted assets, and product data sheets.

Branch Customer Service Representative

First Citizens Bank
01.2013 - 01.2013
  • Instrumental in managing bank risk exposure via conducting of due diligence in customer onboarding, updating of critical information and transaction throughput
  • Engaged in active marketing of bank’s products and services to help increase business revenue
  • Validated and collated customer data by ensuring that integrity is maintained in the quality of system and physical data stored
  • Provided exceptional customer service by addressing inquiries and resolving issues efficiently.
  • Managed account transactions, ensuring accuracy and compliance with banking policies.
  • Collaborated with team members to streamline branch operations and improve service delivery.
  • Educated customers on financial products, enhancing their understanding of available services.
  • Maintained accurate records of customer interactions, contributing to improved data management practices.
  • Supported training for new staff, fostering a collaborative environment within the branch team.

Bank Teller

First Citizens Bank
01.2012 - 01.2012
  • Completed daily processing of large volume cash and cheque transactions at the branch
  • Provided training support on daily functions for other staff
  • Assisted with customer service management
  • Collated daily customer transaction reports
  • Marketed the bank’s products and services to gain new business
  • Conducted customer due diligence to reduce bank risk exposure
  • Processed customer transactions accurately, ensuring compliance with banking regulations.
  • Assisted customers with account inquiries, providing prompt and courteous service.
  • Collaborated with team members to streamline operational workflows and enhance efficiency.
  • Educated customers on bank products and services, promoting financial literacy.
  • Resolved customer issues swiftly, contributing to improved satisfaction ratings.
  • Monitored account activity for discrepancies, ensuring early detection of potential fraud.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.

Special Project Resource- Marketing Initiative

First Citizens Bank
01.2011 - 01.2012
  • Successfully championed role of achieving highest number of client registrations (approx. 700 customers) marketed and onboarded to newly launched electronic banking platform; mobile banking.
  • Self-motivated, with strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Developed and maintained courteous and effective working relationships.

Education

M.Sc. - Strategic Leadership & Management (with Distinction)

University of The West Indies (St. Augustine)
St Augustine
01.2018

B.Sc. - Psychology (Major) / Human Resource Management (Minor)

University of The West Indies (St. Augustine)
St Augustine
01.2014

High School Diploma -

Bishop Anstey High School East
Trincity
01.2010

Bishop Anstey High School East
Trincity
01.2008

Skills

  • Project Coordination
  • Project Planning
  • Stakeholder Management
  • Cross-functional coordination
  • Microsoft Excel
  • Leadership
  • Teamwork
  • Microsoft Project
  • Teamwork & Collaboration
  • Problem-solving
  • Critical thinking
  • Risk Management
  • Business Development
  • Project Reporting

Accomplishments

  • Pivotal in adoption and implementation of artificial intelligence technology to support Project management activities at assigned unit- 2025
  • Awarded Best Project Coordination Support at assigned Unit- 2024
  • Meta Strategy- Change Management Lead 2021
  • Instrumental in the improvement of Internal Customer Service Survey (ICSS) results by 23% 2021
  • Champion of First Citizens Mobile Banking Marketing Initiative for both 2011 and 2012
  • Bishop Anstey High School Counselling Training Workshop 2008
  • Certificate of Participation in Young Leaders for Outstanding Performance 2006

References

Available upon request

Hobbies and Interests

Reading, Health and Wellness, Hiking, Swimming

Timeline

Project Analyst

First Citizens Bank
01.2021 - Current

Marketing Officer

First Citizens Bank
01.2014 - 01.2021

Branch Customer Service Representative

First Citizens Bank
01.2013 - 01.2013

Bank Teller

First Citizens Bank
01.2012 - 01.2012

Special Project Resource- Marketing Initiative

First Citizens Bank
01.2011 - 01.2012

M.Sc. - Strategic Leadership & Management (with Distinction)

University of The West Indies (St. Augustine)

B.Sc. - Psychology (Major) / Human Resource Management (Minor)

University of The West Indies (St. Augustine)

High School Diploma -

Bishop Anstey High School East

Bishop Anstey High School East

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Josann Farrell