To be a part of a team committed to office standards, service to clients and the overall success of the Company.
Overview
38
38
years of professional experience
Work History
Customer Service Administrator
BUTTERFIELD BANK
01.2004 - Current
Banking
Provide prompt and efficient service to direct client requests or inquiries for any transaction
This includes providing details of transactions, investigating issues with wire payments, and corporate credit cards
Maintain log of each client query
Communicate directly with clients and ensure service levels are maintained by assisting processing departments in effectively executing client transactions
Keep log of client complaints escalating specific complaints as needed to Manager
Receive, review, vet and verify client information for Online Banking Applications
Communicate directly with clients and where necessary, provide information on banking products for cross selling.
AVP, Associate Relationship Manager
Butterfield Asset Management
01.2003 - 01.2004
Manage a portfolio of smaller Corporate International relationships, seizing the opportunity to improve client relationships and cross-selling a full range of products and services
Handle all walk-in clients opening new Corporate accounts or other matters
Research and initiate client investigations, liaising with other departments.
AVP, Associate Relationship Manager
01.2001 - 01.2002
Corporate Banking
Responsible for new Account Openings
Provide prompt and efficient service to direct client requests or inquiries for any transaction
This includes providing details of transactions, investigating issues with wire payments, and corporate credit cards
Maintain a log of each client query
Communicate directly with clients and ensure service levels are maintained by assisting processing departments in effectively executing client transactions
Keep a log of client complaints escalating specific complaints as needed to Manager.
Personal Banking Representative
01.1994 - 01.2001
Retail Banking
Responsible for new Account Openings
Handle all customer queries
Process all customer transactions.
Receptionist
01.1988 - 01.1993
Banking
Answering Calls
Filing
Assisting Personal Banking Reps with queries.
Ticket Clerk
01.1986 - 01.1987
Process all new fixed term deposits and demand deposits