Chanel Minnis
Nassau,NP
Summary
Client-focused relationship manager with 18 years of banking experience in sales and services. Focusing on exceeding client expectations and maintaining strong relationships with customers. Creating and supporting retention strategies for existing clients while developing new clients. Enhancing interpersonal skills, and continuously developing customer care skills with a results-driven attitude.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Relationship Manager
Deltec Bank & Trust
05.2019 - Current
- Key Contributions: Addressing high net worth client's needs while working to meet and succeed the firms objectives and financial profitability within Private Banking
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Assist with servicing a book of clients; Execute client trades, instructions and respond to all client queries / requests in a timely manner
- Contributed to sales targets by actively participating in cross-selling initiatives across various product lines.
- Maintained well-established relationships with high net worth individuals.
- Contacting clients via emails, phone calls and meeting up personally to discuss expectations.
- Assist with the periodic and ongoing Risk Review of client
relationships and ensure documentary evidence of the same.
Completion of risk reviews, following up on any account.
Mobile Mortgage Specialist
RBC Royal Bank
09.2017 - 05.2019
- Achieve personal sales targets by proactively promoting, selling, and delivering to both new and existing customers a complete range of retail banking products and services, with specialization in Mortgages.
- Meet with customers to complete required applications.
- Analyze requests for new or increased lending facilities
- Daily and weekly reporting of sales
- Resolve customer complaints
- Networking to bring in target clients
- Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.
- Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.
- Managed all product inquiries for clients and provided solutions.
- Provide satisfactory customer service.
- Promoting business for the Bank by maintaining good customer relations providing leadership, training and support to less experienced or new staff members.
Sales Specialist
CIBC FirstCaribbean International Bank
09.2006 - 08.2017
- Processing and Disbursement of Applications Loans
- Curing Delinquency
- Resolve/Address customer complaints
- Complete monthly reports
- Maintaining portfolio attrition
- Train/Support entry level staff
- Provide assistance operationally via checking teller and ATM cash at end of day. Opening and closing of the branch
Education
Diploma: Anti-Money Laundering & Governance - Anti-Money Laundering And Governance
International Compliance Association (ICA)
10 Whitechapel High Street, London 11.2024
Bachelor of Science - Psychology
Acadia University
Wolfville, Nova Scotia 10.2005
Skills
- Portfolio Management
- Customer Service
- Communication/Interpersonal Communication
- Time Management
- Critical Thinking
- Customer Relationships
- Analytical Problem Solving
- Collaboration
Certification
Certifications in AML/CFT System Diploma (Intro & Intermediate)
Accomplishments
Employee assessment rating of 4 and 5 consecutively for two years
Involvement/Contributions
Director/Secretary for the Bahamas Kidney Association
- Providing free testing for Blood Pressure, Glucose and Cholesterol
- Developing fundraising ideas to assist patients with medication
- Providing a community where patients can meet to obtain support and knowledge of their chronic disease
Timeline
Assistant Relationship Manager
Deltec Bank & Trust
05.2019 - Current
Mobile Mortgage Specialist
RBC Royal Bank
09.2017 - 05.2019
Sales Specialist
CIBC FirstCaribbean International Bank
09.2006 - 08.2017
Diploma: Anti-Money Laundering & Governance - Anti-Money Laundering And Governance
International Compliance Association (ICA)
Bachelor of Science - Psychology
Acadia University
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