KALINDI MITCHELL
San Juan
Summary
Associate Relationship Manager with more than eighteen (18) years of banking industry experience. Demonstrated success in fostering and maintain client relationships, fostering revenue growth and providing exemplary customer service. Proficient in credit analysis, risk evaluation and portfolio oversight. Collaborative team player adept at aligning with diverse stakeholders to achieve business objectives. Effective communicator committed to establishing trust and rapport with clients to optimize business results.
Overview
19
19
years of professional experience
Work History
ASSOCIATE RELATIONSHIP MANAGER
RBC Royal Bank (Trinidad & Tobago) Limited
04.2016 - Current
- Monitored client portfolios regularly, ensuring optimal performance and mitigating potential risks.
- Collaborated with internal teams to deliver comprehensive financial solutions for clients and facilitate cross-selling initiatives.
- Assisted senior relationship managers in developing new business strategies to expand the client base.
- Strengthened client relationships by conducting regular meetings and addressing their financial needs.
ASSISTANT MANAGER CLIENT CARE
RBC Royal Bank (Trinidad & Tobago) Limited
10.2014 - 04.2016
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Conducted employee performance evaluations, providing constructive feedback for growth and development.
- Developed strong working relationships with staff, fostering a positive work environment.
SENIOR CUSTOMER SERVICE REPRESENTATIVE
RBC Royal Bank (Trinidad & Tobago) Limited
10.2012 - 08.2013
- Managed daily operations of a team to maintain clients experience and efficiencies
- Encouraged teamwork and positive work environment through team building.
- Established strong rapport with customers, fostering long-term relationships and repeat business.
SENIOR BRANCH TRAINEE
RBC Royal Bank (Trinidad & Tobago) LImited
01.2011 - 10.2012
- Shadowed senior team members to learn all related jobs and tasks.
INFORMATION SUPPORT OFFICER
RBC Royal Bank (Trinidad & Tobago) Limited
01.2007 - 12.2010
- Processing and supporting transactions for business clients
- Balancing and maintenance of the branch's ATM
- Reviewed employees' work to check adherence to quality standards and proper procedures.
CUSTOMER SERVICE REPRESENTATIVE
RBC Royal Bank (Trinidad & Tobago) Limited
05.2005 - 12.2006
- Encompasses all retail transactions with the delivery of an exceptional customer experience
- Demonstrated exceptional customer service to both new and existing clients through diligently addressing concerns and devising effective resolutions
- Fostered robust customer relationships to promote and retain their patronage.
Education
MBA (General) -
University of Bedfordshire
05.2024
Profitability & Credit Risk/CICC Online Course -
Moody's Analytics
01.2023
CFS National Review Credit Coach PT2 -
Moody's Analytics
08.2022
CFS National Review Credit Coach PT1 -
Moody's Analytics
04.2022
Commercial Lending -
Moody's Analytics
10.2021
Problem Loans -
Moody's Analytics
01.2021
Small Business Lending PT2 -
Moody's Analytics
05.2020
Small Business Lending PT1 -
Moody's Analytics
10.2019
Introductory Level -
The Association of Chartered Certified Accountants
12.2006
Skills
- Critical thinking
- Time management
- Change management
- Performance Management
- Strategic Thinking
- Credit Analysis
- Team Leadership
- Goal-Oriented
- Operational Integrity
- Client-Centric
- Analytical Problem Solving
- Portfolio Management
Accomplishments
RBC Bronze Star Award, Excellent performance, 09/2012
Timeline
ASSOCIATE RELATIONSHIP MANAGER
RBC Royal Bank (Trinidad & Tobago) Limited
04.2016 - Current
ASSISTANT MANAGER CLIENT CARE
RBC Royal Bank (Trinidad & Tobago) Limited
10.2014 - 04.2016
SENIOR CUSTOMER SERVICE REPRESENTATIVE
RBC Royal Bank (Trinidad & Tobago) Limited
10.2012 - 08.2013
SENIOR BRANCH TRAINEE
RBC Royal Bank (Trinidad & Tobago) LImited
01.2011 - 10.2012
INFORMATION SUPPORT OFFICER
RBC Royal Bank (Trinidad & Tobago) Limited
01.2007 - 12.2010
CUSTOMER SERVICE REPRESENTATIVE
RBC Royal Bank (Trinidad & Tobago) Limited
05.2005 - 12.2006
MBA (General) -
University of Bedfordshire
Profitability & Credit Risk/CICC Online Course -
Moody's Analytics
CFS National Review Credit Coach PT2 -
Moody's Analytics
CFS National Review Credit Coach PT1 -
Moody's Analytics
Commercial Lending -
Moody's Analytics
Problem Loans -
Moody's Analytics
Small Business Lending PT2 -
Moody's Analytics
Small Business Lending PT1 -
Moody's Analytics
Introductory Level -
The Association of Chartered Certified Accountants
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