RBCAccount Manager
Jan. 2004 - Jan. 2010Trinidad and Tobago, Port of Spain▪ Conducted client interviews to assess financial needs, provided tailored
recommendations, and facilitated credit and investment opportunities.
▪ Utilized the 4 C’s of lending (character, capacity, capital, and collateral) to
inform and guide lending decisions.
▪ Identified new business opportunities through cold calling, networking, and
client referrals, and implemented strategies to grow the customer portfolio.
▪ Managed daily teller operations, trained new employees, and maintained high
client retention through exceptional customer service.
▪ Provided training and mentorship to staff during the implementation of new
banking software.
▪ Supervised a team of 15 tellers for over a year, providing leadership and
ensuring operational efficiency.