Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
6
6
years of professional experience
Work History
Junior Associate - Banking
MUFG
George Town, Cayman Islands
08.2022 - Current
Developed and maintained strong customer relationships, providing exceptional service and advice.
Generated reports and analysis of customer data to identify trends and potential business opportunities.
Developed and implemented strategies to reduce risk and increase profitability.
Processed wide variety of retail banking transactions for personal and commercial customers.
Executed wire transfers, stop payments and account transfers.
Compliance and Accounting Intern
MUFG
07.2019 - 07.2019
Participated in compliance recordkeeping and accounting activities.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our services.
Juggled multiple projects and tasks to ensure high quality and timely delivery.
Finance Intern
Maples
05.2018 - 04.2018
Collaborated with team members, interdepartmental personnel and customers.
Processed financial aid documents and completed basic verification of information.
Participated in compliance recordkeeping and marketing activities.
Dental Intern
Cayman Dental Services
06.2017 - 07.2017
Documented dental care services by charting in patient records.
Assisted periodontists by setting up sutures, scalpels and suctioning equipment.
Organized and filed loose-leaf paperwork and documentation.