Tashalee Clarke
Customer Service
Brampton,Peel/Halton Regions
Summary
Highly-motivated, passionate, and experience banker with the desire to take on new challenges in a new working environment. Strong worth ethic, committed, empathetic, results-oriented, adaptable and having exceptional interpersonal skills would like to be a part of your team. In aiding to build client relationships and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Customer Service Officer
Cibc FirtsCaribbean International Bank
Montego Bay, St James, Jamaica
06.2019 - 08.2023
- Handle and resolve all customer queries, complaints and cash disputes in a timely and effective manner.
- Facilitate the opening of savings, checking, and time account.
- Provide administrative support to Business Banking Manager by opening business account, register business client for online banking, ecommerce and merchant services.
- Provide support to Loan and Mortgage officer by completing loan application, credit card application and attending sales event to seek prospective clients.
- Trained new employees on company policies related to customer service practices and provide on the job training to new employees.
- Ensure all client files are compliant and make necessary notation if they are not compliant.
- Provide advice to clients on the best service and product offering that meets their need.
- Advice and assist clients with the alternate digital channels in banking.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Maintained up-to-date knowledge of banking regulations, procedures, and policies.
- Researched and resolved discrepancies between customer records and account documentation.
- Provide support to the administrative coordinator in preparing cash holding reports, invoices, special rate reports, and Teller summary report.
- Board replacement debit card upon request and generate new debit cards.
Customer Service Representative
Cibc FirstCaribbean International Bank
Montego Bay, St James, Jamaica
12.2010 - 06.2019
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Maintained confidentiality of bank records, transactions and customer information.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Cross sell and up-sell banks products and services.
- Educated customers about different types of banking services available at the branch.
- Prepare Drafts, currency exchange, loan payments and time account transaction.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Process payrolls, letter of instructions, night depository.
- Prepare cash parcel for central bank.
- Balance ATM, stock cash and perform minor servicing.
Clerical Officer
CIBC FristCaribbean International Bank
Montego Bay, St James, Jamaica
02.2010 - 12.2010
- Maintained and updated filing systems both manually and electronically.
- Prepared documents such as invoices, reports, memos, letters, and other correspondence.
- Provided administrative support to supervisors or management personnel as requested.
- Organized physical files and electronic databases related to client accounts.
- Ensure that clients file is KYC compliant and update accordingly.
Education
Advanced Diploma - Business Management
Humber Institute of Technology And Advanced Learning
Toronto, ON04.2025
Bachelor of Science - Business Management Studies (BMS)
Northern Caribbean University
Mandeville, Jamaica08.2009
Skills
- Team player, very organize, and like to get task done in a timely and efficient manner
- Knowledgeable in Microsoft Word, Powerpoint and Excel
- Maintaining confidentiality is a must in dealing with clients accounts
- Accountable, very responsive, competent, and take initiative
- Knowledge on money laundering, cyber security, information security and other compliance policies
- Knowledge about Branch Teller, Euronet, Infra, ICBS, OMNI flow, DCO, CMS and Service Now
- Administrative support
- Account management
- Documentation and reporting
- Sales expertise
- Recordkeeping strengths
Languages
English
Professional
References
Available upon request
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Opportunities Don't happen.You create them.
Chris Grosser
Timeline
Customer Service Officer
Cibc FirtsCaribbean International Bank
06.2019 - 08.2023
Customer Service Representative
Cibc FirstCaribbean International Bank
12.2010 - 06.2019
Clerical Officer
CIBC FristCaribbean International Bank
02.2010 - 12.2010
Advanced Diploma - Business Management
Humber Institute of Technology And Advanced Learning
Bachelor of Science - Business Management Studies (BMS)
Northern Caribbean University
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