Julianna Wilson
Summary
Dedicated and client-focused banking professional with over four years of experience in customer service, transaction support, and account management. Strong ability to interpret client needs and streamline communication with internal departments. Known for resolving client issues with urgency and empathy, improving customer satisfaction, and building lasting client relationships. Currently pursuing a BBA in Banking and Finance, with a passion for continuous learning and growth within the industry.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Solutions Associate
RBC Caribbean
03.2023 - Current
- Handle over 40+ client interactions daily, addressing queries and assisting with online banking.
- Process credit card investigations, referrals, and client requests using internal workflow tools.
- Collaborate with internal teams to ensure seamless banking experiences and compliance with procedures.
- Promote financial products and services to improve client satisfaction and revenue opportunities.
Branch Ambassador
CIBC First Caribbean Int'l Bank
10.2021 - 03.2023
- Advised clients on digital banking tools and branch-based services for enhanced user efficiency.
- Investigated client inquiries relating to credit/debit cards using TS2 systems.
- Served as a first point of contact for client education and credit reference requests.
Senior Customer Service Agent
CIBC First Caribbean Int'l Bank
07.2020 - 09.2020
- Delivered consistent, high-volume phone support while resolving technical and financial issues.
- Submitted logs for transaction reversals and client complaints to relevant teams.
- Maintained up-to-date client records and resolved issues with urgency and empathy.
Special Projects Officer
CIBC First Caribbean Int'l Bank
01.2020 - 03.2020
- Collected KYC and FATCA documents, updated data systems, and resolved audit flags.
- Analyzed client data to support internal audits and compliance reporting.
- Helped reduce outstanding documentation gaps through effective outreach and follow-up
Education
BBA - Banking And Finance
University of The Bahamas
Nassau, Bahamas05-2027
High School Diploma -
Saint Johns College
Nassau, Bahamas 06-2018
Skills
- Financial Services & Banking Operations
- Client Relationship Management
- Relationship Building
- Risk Mitigation & Fraud Investigation
- Customer Experience & Issue Revolution
- Credit & Loan Pre-Screening
- Data Entry & Banking Software
- Team Collaboration & Communication
- Report Preparations & Process Improvements
- Cross-functional Support & Workflow Management
Languages
English
Native or Bilingual
Certification
5 BGCSE's inclusive of Math & Englsih
Timeline
Financial Solutions Associate
RBC Caribbean
03.2023 - Current
Branch Ambassador
CIBC First Caribbean Int'l Bank
10.2021 - 03.2023
Senior Customer Service Agent
CIBC First Caribbean Int'l Bank
07.2020 - 09.2020
Special Projects Officer
CIBC First Caribbean Int'l Bank
01.2020 - 03.2020
BBA - Banking And Finance
University of The Bahamas
High School Diploma -
Saint Johns College
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