Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kareem Balfour

PORT-OF-SPAIN

Summary

Dynamic professional with a proven track record at Republic Bank Limited, excelling in cash management and bank reconciliation. Adept at enhancing operational efficiency and fostering collaboration. Skilled in Microsoft Excel and committed to delivering exceptional customer service, resulting in a 20% increase in grant approval ratings in previous roles.

Overview

7
7
years of professional experience

Work History

Treasury Assistant

Republic Bank Limited
Port Of Spain, Trinidad And Tobago
08.2023 - Current
  • Assisted in daily cash management operations and reconciled transactions.
  • Supported preparation of financial reports and maintained accurate records.
  • Collaborated with team members to streamline treasury processes and enhance efficiency.
  • Learned to operate treasury software for tracking cash flow and investments.

Assistant Manager

Top Grade Academy
Curepe, Trinidad And Tobago
01.2020 - 12.2025
  • Developed and implemented training programs for staff to enhance instructional techniques.
  • Collaborated with educators to design curriculum improvements based on student feedback and performance assessments.
  • Streamlined administrative processes, improving communication between faculty and administration.
  • Facilitated workshops on best practices in classroom management for teaching staff.

Senior Social Officer

Ministry of Social Development
Port Of Spain, Trinidad And Tobago
09.2018 - 05.2022
  • Oversaw comprehensive processing of social services within the ministry, ensuring efficient delivery of pension, disability, public assistance, and food support.
  • Coordinated the entire customer experience: contacted clients, scheduled appointments, facilitated office and phone interviews for over 200 applicants monthly.
  • Conducted weekly office days focused on addressing and resolving customer complaints, serving over 600 clients monthly.
  • Performed detailed assessments of more than 200 clients each month to maintain adherence to regulatory standards and ascertain grant eligibility.
  • Evaluated and documented eligibility status of over 200 applicants monthly through comprehensive reporting for social welfare grant programs.
  • Enhanced Human capacity through training and policy advisement which improved the quality of customer relations.
  • Optimized grant processes, resulting in a 20% increase in approval rating within first six months.
  • Developed and implemented training modules for new staff on policy compliance.

Education

MBA - Accounting And Finance

University of Bedfordshire
London
12-2026

Diploma - Accounting And Management

Diploma in Accounting And Managment
Oxford Graduate Collage
01-2019

Bachelor of Science - Education

University of The Southern Caribbean
Maracas St Joseph
05-2017

Skills

  • Bank reconciliation
  • Payment processing
  • Internal controls
  • Microsoft Excel
  • Cash management

Timeline

Treasury Assistant

Republic Bank Limited
08.2023 - Current

Assistant Manager

Top Grade Academy
01.2020 - 12.2025

Senior Social Officer

Ministry of Social Development
09.2018 - 05.2022

MBA - Accounting And Finance

University of Bedfordshire

Diploma - Accounting And Management

Diploma in Accounting And Managment

Bachelor of Science - Education

University of The Southern Caribbean
Kareem Balfour