Iverine Webster
Edmonton,AB
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
Work History
Senior Personal Banking Officer
Canadian Western Bank
Edmonton, Alberta
02.2023 - 03.2024
- Provides knowledge, courteous, and efficient delivery of CWB's products and services (opening of new account, sale of retirement and investment products, completion of lending account reviews), enhancing current client relationships by utilizing discovery questions to deliver a full-service solution.
- Acts as a strategic partner to Account Managers to build, grow, and maintain profitable, long-lasting, and genuine relationships with CWB clients.
- Assist the retail banking team in providing service to business and personal clients.
- Build and maintain relationships with personal banking clients.
- Work closely with all staff to provide assistance for the growth and development of the branch.
- Prepare daily reports for distribution.
- Audit new and closed accounts.
- Provided customers with information on banking products and services.
- Developed relationships with clients to identify their financial needs and goals.
- Conducted customer service activities such as responding to inquiries, resolving complaints, and processing account transactions.
- Provided excellent customer service to clients with a focus on quality, accuracy and timeliness.
- Developed and implemented strategies for improving customer satisfaction levels in banking services.
- Resolved complex customer inquiries and complaints regarding banking products and services.
Personal Banking Officer
Canadian Western Bank
Winnipeg, Manitoba
04.2017 - 02.2023
- Provided excellent customer service to clients with a focus on quality, accuracy and timeliness.
- Resolved complex customer inquiries and complaints regarding banking products and services.
- Assisted customers in selecting appropriate financial products such as mortgages, savings accounts, credit cards.
- Managed daily operations of the bank such as cash handling, loans processing, deposits management.
- Conducted training sessions for junior staff members on various aspects of personal banking operations.
- Reviewed all incoming documents from customers before processing them further.
- Ensured all transactions are carried out securely and according to internal guidelines and procedures.
- Developed and maintained positive working relationships with clients by providing timely updates about their accounts or investments.
- Offered every customer exceptional service level by remaining friendly and professional during every transaction.
- Resolved problems or discrepancies concerning customers' accounts.
- Identified transaction errors when debits and credits did not balance.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Financial Services Representative
JN Financial Services
11.2011 - 08.2014
- Developed client relationships through the opening of bank accounts in keeping with established guidelines and regulations
- Performed business development through meeting and exceeding sales targets
- Built and maintained client relationships through client visits, warm calling and networking
- Marketed and sold the bank’s products and services to new and existing clients
- Initiated resolutions to client issues and problems
- Leadership skills resulting from previous supervisory/ managerial positions
Manager Client Care
RBC Jamaica Limited
03.2006 - 09.2011
- Handled correspondence containing highly sensitive and confidential data
- Communicated with clients and management from other institutions in a timely manner
- Participated in a client relationship team overseeing customer satisfaction
- Scheduled team building, facilitated monthly team meeting and training
- Performed system authorization for disbursement of all loans and lines of credit
- Ensured accuracy of the loan documentation process and adherence to the bank’s policies
- Responsibility for the opening and closing of the branch on specified days
Acting Operations Officer
RBC Jamaica Limited
11.2007 - 11.2010
- Managed all aspect of Branch Operations which included oversight for the Teller and Customer Service Departments
- Acted as Compliance Officer ensuring that regulatory requirements were adhered to
- Accurately reconciled General Ledger balances on a daily balance
- Ensured that expenses were managed and obligations were met in a timely manner
- Maintained controls based on Policies and procedures
- Effectively Managed Staffing Issues
Customer Service Representative
RBTT Bank Jamaica Limited
08.1996 - 02.2006
- Engaged clients by providing excellent customer service while processing their daily transactions
- Managed customer inquiries in person and by phone ensuring incoming calls were answered on or before the third ring and clients’ needs were met
- Served as a point of contact to resolve discrepancies from irate clients
- Supervised daily activities in a banking environment; staff scheduling and costumer flow
- Handled monetary transactions in an accurate and responsible manner
- Maintained exceptional relationships with clients through provision of genuine warm greetings and professional courtesy.
Education
Diploma - Business Management- Financial Services
Humber College
04.2016
Diploma - Business Management and Computer Studies
University College of the Caribbean
08.2004
Interests
MEMBERSHIP AND ACTIVITES
, Member of the JN Articulators Toastmaster Club
Participated in Sigma Run (Largest Road Race in the Caribbean)
Additional Information
- AWARDS AND ACHIEVEMENT , Recipient of the Chairman’s Award for Excellence (RBTT Bank) 2006 Service Excellence Champion RBTT Fairview Branch 2005 Employee of the Quarter Nominee at RBTT Bank Jamaica Limited 2004
Timeline
Senior Personal Banking Officer
Canadian Western Bank
02.2023 - 03.2024
Personal Banking Officer
Canadian Western Bank
04.2017 - 02.2023
Financial Services Representative
JN Financial Services
11.2011 - 08.2014
Acting Operations Officer
RBC Jamaica Limited
11.2007 - 11.2010
Manager Client Care
RBC Jamaica Limited
03.2006 - 09.2011
Customer Service Representative
RBTT Bank Jamaica Limited
08.1996 - 02.2006
Diploma - Business Management- Financial Services
Humber College
Diploma - Business Management and Computer Studies
University College of the Caribbean
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