Summary
Overview
Work History
Education
Skills
Timeline
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Kimone Burnett-Melbourne

Brampton,ON

Summary

Accomplished in financial advising and client relationship management, I have a proven track record of exceeding sales targets and enhancing customer satisfaction at Bank Of Montreal. Leveraging analytical skills and a solutions-oriented approach, I excel in lending and team collaboration, significantly contributing to business growth and operational efficiency.


Key Accomplishments:


  • Three times awarded Spotlight Employee of the Quarter with most recent being first quarter of 2024.
  • Multiple times awarded Employee of the Quarter at Sagicor Bank and RBTT Bank.
  • Financial Planning and Marketing Management Post Graduate Certificates with Honours
  • Bachelor's Degree in Finance with Honours, University of Technology, Jamaica.


Overview

20
20
years of professional experience

Work History

Private Banking Officer-Credit

Bank Of Montreal
05.2022 - Current
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Analyzes data and information to provide insights and recommendation.
  • Executes set-up, maintenance and advancement of lending products and related account administration as per guidelines.
  • Verifies and processes loan drawdowns, ensuring they are within the terms of credit authorization and completion of required security documentation.
  • Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
  • Completes complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Complete reports in a timely manner.
  • Exercise judgement to identify, diagnose and solve problems within given rules.


Personal Banker

Bank Of Montreal
05.2016 - 05.2022
  • Engaged customers to complete needs assessment that identify financial solutions and service needs (example: everyday banking, retail investments, lending solutions, home financing solutions (including business for self applications) and small business solutions.
  • Made credit recommendations for personal lending and small business transactions in accordance with sound credit granting principles and with the bank's policies and procedures.
  • Identified new sales opportunities by probing to understand customer personal banking and credit needs and integrates marketing promotions and programs into customer conversations to provide strategic advise.
  • Provided accurate financial analysis and risk assessment of new and existing customers.
  • Prepared summary, present fact and offers opinions concerning credit worthiness when submitting files to Credit.
  • Provided excellent customer service which meets and exceeds customer needs and expectations.
  • Built effective relationships with internal and external stakeholders in order to boost business results of branch.

Mortgage Specialist

Bank Of Montreal
08.2015 - 05.2016
  • Attracted new mortgage applications by developing relations within the community.
  • Developed new business through targeted market penetration, business partnerships and customer relationships.
  • Worked with underwriters to find the best solutions for clients.
  • Creatively solved business problems while specializing in organizational development, marketing and productions management.

Client Relations Officer

Sagicor Bank
04.2008 - 08.2013
  • Generated leads and boosted brand through professional and personal networks.
  • Surpassed sales targets by actively looking for prospects for new personal, business and investments accounts.
  • Encouraged cross selling of additional products and services through relationship-building and acquired understanding of customer personal and business leads.
  • Built relationships with customers and community to establish long-tem business growth.
  • Proactively made referrals to other lines of business in order to promote growth within the organization.

Teller

RBTT Bank Jamaica Limited
08.2004 - 03.2008
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.

Education

Post Graduate Certificate - Marketing Management

Humber College
Toronto, ON
05.2015

Post Graduate Certificate - Financial Planning

Humber College
Toronto, ON
05.2014

BBA - Finance

University of Technology
Kingston, Jamaica
07.2004

Skills

  • Financial Advising
  • Client Relationship Manager
  • Proficient in Lending
  • Analytical and Solutions Orientated
  • Strong Verbal and Written Skills
  • Works well independently as well as excellent team collaborator

Timeline

Private Banking Officer-Credit

Bank Of Montreal
05.2022 - Current

Personal Banker

Bank Of Montreal
05.2016 - 05.2022

Mortgage Specialist

Bank Of Montreal
08.2015 - 05.2016

Client Relations Officer

Sagicor Bank
04.2008 - 08.2013

Teller

RBTT Bank Jamaica Limited
08.2004 - 03.2008

Post Graduate Certificate - Marketing Management

Humber College

Post Graduate Certificate - Financial Planning

Humber College

BBA - Finance

University of Technology

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Kimone Burnett-Melbourne