Experienced Customer Service Officer with a strong focus on transaction accuracy and customer education. Skilled in problem-solving and promoting bank products, ensuring high levels of customer satisfaction and compliance with financial regulations.
Overview
4
4
years of professional experience
Work History
Customer Service Officer
Scotiabank Trinidad and Tobago Limited
09.2021 - 12.2023
Provided a high level of customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
Identified sales opportunities and referred customers to branch partners in financial services, based on customer needs.
Educated customers on bank products and services available.
Assisted customers with account inquiries and transaction issues.
Turned in excess cash to maintain drawer security.
Upheld strict financial controls by keeping funds and information secure and accurately transferring monies.
Maintained balancing record with 100% rate of accuracy.
Promoted products or services to each customer to consistently achieve sales targets.
Educated customers on online banking tools and features.
Verification Teller
Scotiabank Trinidad and Tobago Limited
08.2019 - 09.2021
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Ensuring accurate and efficient processing, posting, checking and balancing of transactions and cash holdings;
Accounting for all negotiable items, stamps, keys, combinations and passwords consigned to his/her custody by exercising security precautions in accordance with Bank regulations and assigned limits;
Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance: privacy, AML/ATF and Know Your Customer (KYC) guidelines;
Reporting unusual occurrences or fraudulent activity to the supervisor;
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
Performs duties with branch Systems (ITP, IAP, ETeller) including Sales and service technology platform
Provides knowledge on retail and small business products and transaction services, product features, benefits and related pricing policies and procedures;
Skilled with the Internal Wealth Management Partner / Premium Banking and Small Business referral processes.
Education
Bachelor of Science - Radiography
COSTAATT
Chaguanas, Trinidad And Tobago
11-2025
High School Diploma -
St. Francois Girls' College
Belmont
07-2019
High School Diploma -
Woodbrook Secondary School
Woodbrook
07-2017
Skills
Customer support
Customer focus
Service recommendations
Experience in Microsoft Word
Experience in Microsoft Excel
Accomplishments
Exceeded 100% of sales target at the end of the year at Scotiabank in 2023
Top customer service officer at Scotiabank Port of Spain branch for June 2022
Certificate of participation - Advance Microsoft Excel workshop at COSTAATT
Assistant Manager - Customer Support at Scotiabank Trinidad and Tobago Limited - OSSCLAssistant Manager - Customer Support at Scotiabank Trinidad and Tobago Limited - OSSCL
Asesor técnico H & S. Parque P. Ischigulasto at Independiente . Colaborador asociado Cynest ( Consultora)Asesor técnico H & S. Parque P. Ischigulasto at Independiente . Colaborador asociado Cynest ( Consultora)