Summary
Overview
Work History
Education
Skills
References
Hobbies and Interests
Accomplishments
Timeline
Generic

Sita Jaskaran

San Fernando

Summary

Results-driven professional with a background in financial services, known for high productivity and efficient task completion. Skilled in transaction processing, client account management, and regulatory compliance. Excel in communication, problem-solving, and teamwork, ensuring smooth operations and client satisfaction.

Overview

15
15
years of professional experience

Work History

Client Associate

RBC Royal Bank Of Canada T&T Limited
San Fernando
02.2016 - Current
  • Processed financial and non-financial transactions with precision, ensuring compliance with bank policies.
  • Developed Excel and Microsoft Word referral tracker to enhance referral management and card custodial duties.
  • Rendered knowledgeable support to team members and departments, facilitating efficient operations.
  • Engaged customers to resolve issues, fulfill needs, and answer product questions effectively.
  • Maintained client records accurately within the customer relationship management system.
  • Executed duties efficiently, ensuring timely job completion and effective outcomes.
  • Delivered exceptional service by addressing inquiries, resolving complaints, and processing transactions promptly.
  • Performed transactional and operational tasks with thorough knowledge of banking procedures.

Financial and Purchasing Manager

SR’s Capital (Family-Owned Business)
09.2010 - 01.2016
  • Executed accurate accounting and bookkeeping records to maintain financial integrity.
  • Sourced and purchased goods for production and sales, optimizing procurement processes.
  • Prepared periodic reports on purchasing activities, budget expenditures, and inventory levels.
  • Reviewed purchase orders for accuracy in pricing, payment terms, and delivery dates.

Education

Bachelor of Science - Business Management With Human Resource Management

SITAL College of Tertiary Education Ltd
01.2021

Certificate - Human Resource Management

Synergy Training Institute
San Fernando
01.2020

Advanced Diploma - Business Studies Units 1&2 – Caribbean Advanced Proficiency Examinations

Barrackpore East Secondary
01.2012

Caribbean Advanced Proficiency Examination - Units 1 & 2

Barrackpore East Secondary
01.2012

Diploma - Business Studies

Barrackpore East Secondary
07.2008

Caribbean Secondary Education Certificate -

Barrackpore East Secondary
07.2008

Skills

  • Reliability and trustworthiness
  • Adaptability and flexibility
  • Customer service
  • Organizational skills
  • Time management
  • Computer literacy

References

  • Mrs. Curley Kesar, Branch Manager- Princes Town - 433-2246
  • Ms. Natalia Jerome, Assistant Manager, Business and Regulatory Initiatives- 625-7288 ext. 38225

Hobbies and Interests

Management, problem solving, team building, music and movies.

Accomplishments

*RBC, Executive Club- January 2017

  • Executive Club: 125% above plan (Royal Bank, Chaguanas)

*Circle of Champions - January 2018.

*Top Branch Building Revenue- 2025

Timeline

Client Associate

RBC Royal Bank Of Canada T&T Limited
02.2016 - Current

Financial and Purchasing Manager

SR’s Capital (Family-Owned Business)
09.2010 - 01.2016

Bachelor of Science - Business Management With Human Resource Management

SITAL College of Tertiary Education Ltd

Certificate - Human Resource Management

Synergy Training Institute

Advanced Diploma - Business Studies Units 1&2 – Caribbean Advanced Proficiency Examinations

Barrackpore East Secondary

Caribbean Advanced Proficiency Examination - Units 1 & 2

Barrackpore East Secondary

Diploma - Business Studies

Barrackpore East Secondary

Caribbean Secondary Education Certificate -

Barrackpore East Secondary

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