I have had over 15 years experience in Retail Banking with a focus on customer service, client servicing, managing clients and their portfolios, and adhering to audit and compliance standards. In my most recent role, I was also responsible for the in-house selling and cross-selling of products and services to customers, such as auto loans, home loans, business loans, credit cards, and Bancassurance. I am also knowledgeable in different kinds of investments such as bonds, stocks, UITFS and other fixed income instruments. What came with these designations was also the ability to handle multiple tasks on a daily basis which heavily included administrative tasks also.
I will be able to help you with whatever needs you have for your business given the background and know how that I have in Banking.
I am also passionate about my writing as I also have background on this previously from writing articles for my school paper, blog posts, and other speaking engagements.
I am capable of utilizing the following:
MS Office Tools
PDF conversion
Google Docs, Spreadsheets & Google Drive
Office 365 - Outlook, Excel, Word, OneDrive
Dropbox
Quickbooks beginner
I handled various roles from my work background: