Michael Duke
Port of Spain
Summary
A highly motivated and detail-oriented professional with strong customer service experience and a growing interest in the finance and investment sectors. Currently working as a Member Service Officer at PECU Credit Union, where I have gained valuable skills in financial transactions, client management, and problem-solving. Completed Associate's Degree in Management at UWI Roytech to further my knowledge of business operations and finance. I am eager to leverage my customer-focused background and academic training in the Financial Advisor role.
Overview
2
2
years of professional experience
Work History
Member Service Officer/ Teller
PECU Credit Union
03.2023 - Current
- Process customer transactions including deposits, withdrawals, and loan payments while ensuring accuracy and confidentiality.
- Provide high-quality customer service, addressing client inquiries, offering financial products, and resolving issues.
- Cross-sell financial products, contributing to revenue growth.
- Assist with the onboarding process for new clients and educate them on credit union services.
- Support branch operations by balancing cash drawers, preparing reports, and maintaining accurate records.
- Advise members financially to leverage debt and invest wisely
- Granted small pay day loans and large personal loans to members
Education
Associate's Degree - Management
University of The West Indies (UWI) Roytech
04.2027
Skills
- Financial Transactions & Reporting: Skilled in processing financial transactions, balancing cash drawers, and handling customer inquiries
- Investment Knowledge: Familiar with financial markets, investment strategies, and portfolio management
- Customer Service Excellence: Experience in delivering high-quality service, building rapport with clients, and providing personalized solutions
- Problem Solving: Adept at identifying issues, analyzing data, and implementing effective solutions to resolve challenges
- Attention to Detail: Strong ability to manage and track multiple financial tasks while ensuring accuracy
- Communication Skills: Ability to communicate clearly and professionally with clients, team members, and management
- Team Collaboration: Able to work well within a team environment to achieve organizational goals
- Technology Proficiency: Comfortable using financial software, Microsoft Office Suite (Excel, Word, PowerPoint), and basic accounting systems
Hobbies and Interests
Fitness: Enjoy working out to maintain physical and mental well-being., Reading: Passionate about reading finance-related books, business articles, and self-improvement literature., Guitar: Playing guitar as a creative outlet., Photography: Enthusiast in capturing moments and exploring visual storytelling.
Hobbies
Going to the gym helps me cultivate my body and discipline so I go 3-4 days a week
I'm self taught on the guitar
I have a passion for photography and it's my creative outlet
Timeline
Member Service Officer/ Teller
PECU Credit Union
03.2023 - Current
Associate's Degree - Management
University of The West Indies (UWI) Roytech
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