Julie Bernard
Diego Martin
Summary
Dynamic banking professional with a proven track record at RBC Royal Bank TT, excelling in compliance and client relationship management. Recognized for enhancing operational efficiency and training staff, while delivering tailored financial solutions. Strong attention to detail and teamwork skills drive exceptional service delivery and client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Client Associate
RBC Royal Bank TT
WestmoorIngs
04.2026 - Current
- Delivered exceptional customer service by assisting clients with account inquiries, resolving issues, and providing information on banking products and services.
- Processed financial transactions accurately while maintaining cash drawer balances and ensuring compliance with banking policies and regulatory requirements.
- Coordinated client onboarding documentation and maintained accurate customer records within CRM systems to support operational efficiency and compliance.
- Collaborated with branch team members to streamline processes, improve service delivery, and enhance overall branch performance.
- Supported staff development by training new tellers on operational procedures while upholding confidentiality and fostering strong client relationships.
Ag. Private Banking Associate
RBC Royal Bank TT
St Clair
11.2025 - 04.2026
- Managed and supported a portfolio of high-net-worth clients by providing personalized banking solutions and exceptional service.
- Assisted Relationship Managers with client onboarding, account maintenance, documentation processing, and ongoing client relationship management.
- Coordinated investment, lending, and deposit account transactions while ensuring accuracy, timeliness, and compliance with regulatory requirements.
- Prepared client reports, portfolio reviews, and financial documentation to support client meetings and wealth management discussions.
- Served as a primary point of contact for client inquiries, proactively resolving issues and coordinating with internal teams to deliver seamless banking services.
Client Associate
RBC Royal Bank TT
Westmoorings
11.2022 - 10.2025
- Delivered exceptional customer service by assisting clients with account inquiries, resolving issues, and providing information on banking products and services.
- Processed financial transactions accurately while maintaining cash drawer balances and ensuring compliance with banking policies and regulatory requirements.
- Coordinated client onboarding documentation and maintained accurate customer records within CRM systems to support operational efficiency and compliance.
- Collaborated with branch team members to streamline processes, improve service delivery, and enhance overall branch performance.
- Supported staff development by training new tellers on operational procedures while upholding confidentiality and fostering strong client relationships.
Personal Banking Officer
Scotiabank TT
Diego Martin
09.2018 - 07.2020
- Evaluated and processed personal loan applications by reviewing financial information, creditworthiness, and supporting documentation.
- Conducted interviews with applicants to assess borrowing needs and recommend suitable loan products and repayment options.
- Ensured compliance with lending policies, regulatory requirements, and risk management standards throughout the loan approval process.
- Maintained strong client relationships by providing guidance on loan products, answering inquiries, and resolving customer concerns.
- Monitored loan portfolios, followed up on outstanding documentation, and coordinated with internal departments to ensure timely loan disbursement and servicing.
Customer Service Representative
Scotiabank TT
Diego Martin
04.2017 - 09.2018
- Delivered exceptional customer service by resolving inquiries, addressing complaints, and providing timely solutions to enhance customer satisfaction.
- Advised customers on banking products and services, offering tailored recommendations that supported their financial needs and contributed to sales growth.
- Collaborated with cross-functional teams to resolve complex issues and ensure seamless service delivery for clients.
- Trained and mentored new team members on customer service standards, operational procedures, and banking systems.
- Analyzed customer feedback and streamlined service processes to improve response times, strengthen customer relationships, and increase client retention.
Teller
Scotiabank TT
Diego Martin
07.2015 - 04.2017
- Delivered exceptional customer service by assisting clients with account inquiries, resolving issues, and providing information on banking products and services.
- Processed financial transactions accurately while maintaining cash drawer balances and ensuring compliance with banking policies and regulatory requirements.
- Coordinated client onboarding documentation and maintained accurate customer records within CRM systems to support operational efficiency and compliance.
- Collaborated with branch team members to streamline processes, improve service delivery, and enhance overall branch performance.
- Supported staff development by training new tellers on operational procedures while upholding confidentiality and fostering strong client relationships.
Skills
- Compliance awareness
- Teamwork and collaboration
- Time management
- Attention to detail
- Reliability
- Analytical skills
Certification
2007 -2014
Award for Customer Service Professionals
Accounting, Payroll and Taxation
Accounts Payable
Airline Reservations and Travel Agency
2001 - 2002
Mathematics II
English Language II
Principles of Accounts II
Principles of Business II
Typewriting I
Office Procedures III
Timeline
Client Associate
RBC Royal Bank TT
04.2026 - Current
Ag. Private Banking Associate
RBC Royal Bank TT
11.2025 - 04.2026
Client Associate
RBC Royal Bank TT
11.2022 - 10.2025
Personal Banking Officer
Scotiabank TT
09.2018 - 07.2020
Customer Service Representative
Scotiabank TT
04.2017 - 09.2018
Teller
Scotiabank TT
07.2015 - 04.2017