Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rachel Woodcock

San Fernando,Trinidad & Tobago

Summary

Dedicated and focused sales team leader with stellar work history, motivational approach and upbeat nature. Skilled at strategizing to achieve sales targets and at training employees and leveraging organized approaches to handle daily planning, scheduling and customer service requirements. Forward-thinking and industrious with diplomatic communication style focused on maximizing communication and mutually beneficial relationships.

Overview

50
50
years of professional experience
1
1
Certification

Work History

Business Development Officer

Republic Financial Holdings Ltd
Port of Spain
02.2016 - Current
  • Obtain new business and grow Bank's portfolio with emphasis on mortgages and business credit facilities.
  • Implement strategies with sales team to prospect and qualify potential customers within assigned geographic territories.
  • Coach, train, assist staff and build/maintain relationships to facilitate teamwork, cooperation and success.
  • Complete and submit monthly and yearly reports to support executive decision making in generating increase in market share.
  • Keep meticulous client notes in Excel to monitor sales targets and future business.
  • Contribute to region's targets for new business by securing in excess of $100m i.e. 20% above yearly target through generating new leads and identifying new clients. Demonstrated consistent track record of overachieving sales quotas.
  • Nurture, develop and maintain strong working relationships with professionals, real estate developers and agents for business opportunities.
  • Liaise between internal and external stakeholders, clients and various external vendors to develop and implement services/products.
  • Consult with businesses to supply accurate product and service information.
  • Contribute to event marketing, sales and brand promotion. Generate advertising brochures for vendor use.
  • Negotiate prices, terms of sales and service agreements with new clients.
  • Identify new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Prepare and deliver presentations to businesses and customers to highlight offerings and secure new business.
  • Field customer complaints and facilitate negotiations, resolving issues and reaching mutual conclusions.
  • Perform effectively in self-directed work environment, managing day-to-day operations and decisions without supervision. Prioritizing tasks and projects to meet tight deadlines.

Assistant Manager - Family Accounting Firm

Nigel Woodcock & Associates Ltd
San Fernando
01.1995 - Current

    Provide assistance since 2005 with the day-to-day operations of the Accounting Firm by ensuring employees have all basic necessities to operate efficiently, effectively and in a safe work environment.

  • Assist with data entry/input during peak tax reporting seasons.

Assistant Manager - Family Vape Business

Elite Vapes
San Fernando
01.2022 - Current
  • Assist new business by monitoring online sales requests and co-ordinate delivery of products.
  • Maintain stock levels and plan for increased seasonal demand

Professional Banking Officer

Republic Financial Holdings Ltd
San Fernando
01.2013 - 01.2016
  • Maintained Bank's Professional customer base by offering exceptional service, financial advice and products to support their financial needs with emphasis on lending products/services.
  • Exceeded sales targets through effective task prioritization, customer service and great work ethic.
  • Submitted detailed credit proposals to approval units recommending/justifying requested credit facilities.
  • Identified issues, analyzed information and provided solutions to problems.

Sales Supervisor

Republic Financial Holdings Ltd
San Fernando
09.2015 - 11.2015
    • Supervised staff successfully, utilizing effective communication and dynamic interpersonal skills.
    • Trained and coached team members in successful strategies to meet operational and sales targets.
    • Met with management and executives to provide insights into sales operations and make strategy recommendations and effectively communicate to staff organization's vision and expectations.
    • Analyzed sales data to set quotas and assess potential areas of growth.
    • Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
    • Mentored sales team in applying effective sales techniques and delivering top-notch customer service.

Auto Finance Team Member/Mobile Sales Representative

Republic Financial Holdings Ltd
San Fernando
01.2004 - 12.2012
  • Worked to meet or exceed special targets to capitalize on motor vehicle loans and cross-sell other bank products.
  • Developed mutually beneficial business relationships with sales team/general staff of motor vehicle companies.
  • Worked and achieved targets with minimal supervision.

Corporate Clerical Officer Commercial Credit

Republic Financial Holdings Ltd
San Fernando
01.1999 - 12.2003
  • Assisted with input and analysis of business Financial Data to support credit requests and proposals using Excel spreadsheets.
  • Monitored and controlled corporate accounts, reporting to Head Office by way of returns/reports.
  • Maintained relationships with high-end Corporate clients by using effective and tactful communication strategies/styles.
  • Prepared and submitted accurate Security documents and Charge forms to support credit lendings/facilities.

Education

Various Training Seminars

RFHL- Various Internal Training Courses
08.

Completion of Law, Business Communication

Institute of Banking And Finance of T&T
Port Of Spain

Secondary Education

San Fernando Government Secondary School
06.1993

St Jude's Private Primary School
San Fernando
09.1987

Skills

    • Planning and implementing effective sales techniques/strategies to achieve/exceed targets
    • Collecting, monitoring and reporting market data to keep abreast of changing economic environment and customer demand
    • Training/Coaching and assisting staff
    • Securing new business contacts and maintaining existing relationships for increased business opportunities
      • Negotiating
      • Problem solving, conflict resolution and mediation
      • Maintaining confidentiality and trust in all business dealings with both internal and external customers

Certification

Certified Financial Advisor

Timeline

Assistant Manager - Family Vape Business

Elite Vapes
01.2022 - Current

Business Development Officer

Republic Financial Holdings Ltd
02.2016 - Current

Sales Supervisor

Republic Financial Holdings Ltd
09.2015 - 11.2015

Professional Banking Officer

Republic Financial Holdings Ltd
01.2013 - 01.2016

Auto Finance Team Member/Mobile Sales Representative

Republic Financial Holdings Ltd
01.2004 - 12.2012

Corporate Clerical Officer Commercial Credit

Republic Financial Holdings Ltd
01.1999 - 12.2003

Assistant Manager - Family Accounting Firm

Nigel Woodcock & Associates Ltd
01.1995 - Current

Various Training Seminars

RFHL- Various Internal Training Courses

Completion of Law, Business Communication

Institute of Banking And Finance of T&T

Secondary Education

San Fernando Government Secondary School

St Jude's Private Primary School
Rachel Woodcock