Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Leoneece Saadia Baptiste

4A Malabar Road, Arima

Summary

Dynamic professional with extensive experience at Eastern Credit Union Co-operative Society Limited, excelling in customer service and problem-solving. Proven ability to process complex claims and enhance member relations, leveraging strong communication and organizational skills. Recognized for effectively managing operations and delivering solutions that meet financial needs, ensuring client satisfaction.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Insurance Clerk

Eastern Credit Union Co-operative Society Limited
01.2020 - Current
  • Processed loan and life-saving claims by calculating balances on deceased members' accounts for settlement.
  • Engaged with members and staff on queries.
  • Liaised with attorneys on the statement for settlement accounts.
  • Disbursed checks to both beneficiaries and legal personal representatives.
  • Liaised with insurers, CUNA, on settlements for deceased accounts.
  • Helped with other functions and services to members when required by the supervisor.
  • Actively listened and provided solutions to claimants' concerns on death claims.
  • Used critical thinking to break down problems, evaluate solutions, and make decisions.
  • Responded promptly to customer inquiries via phone and mail.
  • Managed daily operations of the office including filing paperwork and maintaining supplies inventory.
  • Verified accuracy of data entered into the computer system.
  • Prepared letters, memos, and emails as needed to communicate with customers and staff on account settlements.

Member Relations Officer

Eastern Credit Union Co-operative Society Limited
09.2019 - 01.2020
  • Assisted members with statements and queries.
  • Giving members advice on saving to build shares.
  • Processed share withdrawal requests.
  • Opened accounts for new members.
  • Filed documents for each member's file.
  • Served customers in a friendly, efficient manner, ensuring that their financial needs were met.
  • Actively listened to members' concerns and needs.
  • Responded promptly to customer inquiries or complaints in a polite manner.
  • Represented the organization at external events and outreach.

Branch Sales Service Representative

Island Finance
03.2019 - 08.2019
  • Completed loan applications based on policy and credit requirements.
  • Performed telemarketing calls and answered incoming calls.
  • Applied knowledge of banking products and services to meet customer needs, and enable customers to achieve financial goals.
  • Identified prospecting approaches to discover potential customers and create opportunities to sell financial solutions and ideas.
  • Assisted customers with quality service during interviews for loan products.
  • Maintained daily operations with the cash drawer and cash procedures.
  • Marketing to prospects outside the branch to maximize sales on loan targets.
  • Filed documents and maintained office procedures.
  • Conducted collection calls as directed on a regular daily basis.

Education

Certificate - Psychology

UWI Open Campus
St. Augustine
10.2016

CXC O Levels - English A - Grade 1, Principles of Business - Grade 1, Mathematics - Grade 2, Office Administration - Grade 2, Social Studies - Grade 2, Information Technology - Grade 3, Human Social Biology - Grade 3

Imperial College of Edification Ltd
Arima
08-2015

Skills

  • Communication skills
  • Organizational abilities
  • Interpersonal relations
  • Problem-solving
  • Critical thinking
  • Customer service excellence
  • Time management
  • Multitasking proficiency
  • Professional telephone etiquette
  • Dependability
  • Conflict resolution
  • Sales support

Certification

Certificate in Office Word 2013, Microsoft Office Specialist

References

  • Keyhan Mendes, Finance Manager, Eastern Credit Union Co-operative Society Limited, 868-702-6989
  • Rennesha Dedier, Insurance Clerk, Eastern Credit Union Co-operative Society Limited, 868-477-3970
  • Dwight Ramcharan (Former Supervisor) Eastern Credit Union Co-operative Society Limited, 868-796-7383

Timeline

Insurance Clerk

Eastern Credit Union Co-operative Society Limited
01.2020 - Current

Member Relations Officer

Eastern Credit Union Co-operative Society Limited
09.2019 - 01.2020

Branch Sales Service Representative

Island Finance
03.2019 - 08.2019

Certificate - Psychology

UWI Open Campus

CXC O Levels - English A - Grade 1, Principles of Business - Grade 1, Mathematics - Grade 2, Office Administration - Grade 2, Social Studies - Grade 2, Information Technology - Grade 3, Human Social Biology - Grade 3

Imperial College of Edification Ltd

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Leoneece Saadia Baptiste