Tricia Joan Francis
430 Gladiolus Crescent La Horquetta Arima
Summary
Dynamic professional with a proven track record at China Moon Restaurant Ltd, Guardian Life of the Caribbean Ltd and Republic Bank Ltd. Strong communicator adept at fostering relationships and ensuring compliance, driving significant improvements in workflow, engagement and development.
Overview
31
31
years of professional experience
Work History
Director
China Moon Restaurant Ltd
01.2015 - Current
- Directed operational strategies to enhance service efficiency and customer satisfaction at China Moon Restaurant Ltd.
- Implemented inventory management processes and resource allocation strategies that optimized kitchen workflow and reduced food preparation time and wastage.
- Monitored compliance with government, health and safety regulations.
- Developed initiatives to strengthen community support of customers walk-ins and delivery service and encourage repeat orders.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Navigated company through periods of significant change.
Financial Advisor
Guardian Life of the Caribbean
10.2008 - 01.2019
- Developed tailored financial plans by analyzing client goals and market trends effectively.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Personal Banking Officer
Republic Bank Limited
03.1995 - 10.2008
- Processed loan applications efficiently, ensuring compliance with regulatory standards and bank policies.
- Assisted customers with account inquiries, delivering accurate information and resolving issues promptly.
- Facilitated account opening procedures, verifying documentation and ensuring a smooth onboarding experience.
- Provided tailored financial product knowledge to clients, enhancing customer satisfaction and engagement.
Education
Diploma - Life Underwriter Training Council Fellow
Caribbean Institute of Insurance And Financial Advisors
Port Of SpainCertificate For Financial Advisors - Certificate in Banking
Institute of Banking And Finance of Trinidad And Tobago
Port Of SpainDiploma - Business Administration
School of Accounting And Management
St Augustine01-1994
High School - GCE And CXC
Northeastern College
Sangre Grande01-1993
Skills
- Strategic planning
- Verbal and written communication
- Decision-making
- Budget control
- Business planning
- Financial reporting
- Legal and regulatory compliance
- Business administration
Timeline
Director
China Moon Restaurant Ltd
01.2015 - Current
Financial Advisor
Guardian Life of the Caribbean
10.2008 - 01.2019
Personal Banking Officer
Republic Bank Limited
03.1995 - 10.2008
Diploma - Life Underwriter Training Council Fellow
Caribbean Institute of Insurance And Financial Advisors
Certificate For Financial Advisors - Certificate in Banking
Institute of Banking And Finance of Trinidad And Tobago
Diploma - Business Administration
School of Accounting And Management
High School - GCE And CXC
Northeastern College