KEVIN JULIEN
199 San Fabien Road, Springland
Summary
Financial Service Associate with experienced in building and maintaining client relationships to ensure satisfaction and loyalty. Utilizes effective communication and problem-solving skills to address client concerns and enhance their experience. Track record of strategic planning and collaboration to drive business growth and client retention.
Overview
12
12
years of professional experience
Work History
Senior Business Relationship Officer
National Entrepreneurship Development. Co. Ltd, NEDCO
07.2024 - Current
- Conducted comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management.
- Manage a portfolio of entrepreneurial clients, ensuring their financial needs are met through tailored advice.
- Retained valuable customers by identifying opportunities for growth
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Assist branch manager in developing strategic initiatives aimed at increasing overall profitability while maintaining excellent service standards.
Affluent Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
11.2021 - 07.2025
- Contributes to the general success of the team by achieving individual portfolio management and/or sales objectives.
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Managed a diverse portfolio of over 300 high-net-worth clients, providing personalized service tailored to their unique needs.
- Facilitated successful loan applications by meticulously reviewing borrower documentation and credit history.
- Worked closely with investment specialists to provide comprehensive wealth management solutions for clients seeking long-term growth opportunities.
Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
12.2018 - 11.2021
- Meet and/or exceed weekly, monthly, and annual sales targets across product categories
- Support acquisition and retention of mid-market retail customers
- Identify referral opportunities for Premium Relationship Officers, Relationship Officers, or other lines of business.
- Effectively identify customer needs in other lines of business (e.g., Small Business, Wealth Management, and Commercial)
- Maintain working knowledge of features, benefits, pricing policies for Premium Banking, small business, wealth management and commercial products to effectively identify referral opportunities.
- Building solid relationships with Small businesses and companies for business development
Special Activities Adjustor (Temporary Assignment)
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Caribbean South Collections Unit)
06.2020 - 01.2021
- -Undertaker and addressing customer concerns, inquiries, issues, or complaints on loan contracts in arrears
- Relate with customers and identify the best solutions through sound knowledge of collection practices and policies.
- Evaluate and calculate customers’ ability to make negotiated payments on behalf of the bank, and update all appreciate bank systems
- Recommend or act to ensure past customer commitments have been met including resolving persistent payment problems.
- Assist customers in enrolling into banks’ customer Assistance Covid-19 relief program.
Collateral and Security Clerk
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Lending Services Unit)
09.2018 - 12.2018
- Identifying any deficiencies found within the security documentation received.
- Completing all activities necessary to forward collateral to the central registration department/local government registry office in a timely manner.
- Following up with appropriate parties to ensure collateral is registered and returned.
- Monitoring collateral documentation expiry dates to ensure collateral is renewed where required
- Ensuring collateral documentation is placed in custody
- Recording details and BF dates as applicable in the collateral tracking tool
- Ensuring service standards agreed to in the established Service Level Agreement are consistently met.
Insurance Support Clerk
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Lending Services Unit)
07.2017 - 11.2018
- Preparing timely pre-expiry insurance renewal notification for retail customers by:
- Retrieving listing of upcoming insurance renewals from insurance tracking tools
- Proving post expiry insurance renewal for retail customers
- Contacting insurance companies/customers to inquire renewals status.
- Updating tracking tools with details of task completion
- Maintaining confidentiality of customers information
Intern
Inter American Development Bank Trinidad Headquarters (IDB)
05.2013 - 09.2013
- Reporting on International development plans in developing countries in the Caribbean and Latin America
- Development of draft proposal to the government of Trinidad and Tobago on Public procurement
- Contributed to the overall success of the organization by providing general administrative support when needed.
- Managed multiple priorities effectively by utilizing strong organizational skills and regularly updating task lists to ensure deadlines were met.
- Assisted in the preparation of monthly reports, enabling department leaders to make informed decisions based on accurate data analysis.
Education
MBA - Finance
University of Bedfordshire
Luton, United Kingdom 01.2021
Bachelor of Science - Management Studies (Honors)
University of The West Indies St Augustine
St. Augustine, Trinidad01.2016
Certificate - Business Management
University of The West Indies Open Campus
Padmore Street, San-Fernando Trinidad01.2013
Skills
- Excellent communication skills, and ability to present complex information in an easy-to-understand format
- Excellent problem solving, critical thinking
- Profound ability to work in a fast-paced environment
Timeline
Senior Business Relationship Officer
National Entrepreneurship Development. Co. Ltd, NEDCO
07.2024 - Current
Affluent Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
11.2021 - 07.2025
Special Activities Adjustor (Temporary Assignment)
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Caribbean South Collections Unit)
06.2020 - 01.2021
Personal Banking Officer
Scotiabank Trinidad and Tobago Limited
12.2018 - 11.2021
Collateral and Security Clerk
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Lending Services Unit)
09.2018 - 12.2018
Insurance Support Clerk
Scotiabank Trinidad and Tobago (Operations and Shared Services Limited-Lending Services Unit)
07.2017 - 11.2018
Intern
Inter American Development Bank Trinidad Headquarters (IDB)
05.2013 - 09.2013
MBA - Finance
University of Bedfordshire
Bachelor of Science - Management Studies (Honors)
University of The West Indies St Augustine
Certificate - Business Management
University of The West Indies Open Campus
Awards
- Most outstanding intern - Inter American Development Bank 2012, Development of draft proposal to the government of Trinidad and Tobago on Public Procurement-Inter American Development Bank
- Top Sales Officer (January - June 2024) - Scotiabank Trinidad and Tobago (Marabella Branch)
- Al Hikmah School Of Kung Fu- Brown belt, Green belt, yellow belt
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