JULIE BERNARD
Address: *A Kelly Street, Jones Trace, Salandy Street, Diego Martin, Trinidad and Tobago Cell: 868-***-****
Email: *****.*********@*****.***
Career Overview
Dedicated customer service representative with motivation to maintain customer satisfaction and contribute to company success.
Core Strengths
• Strong organizational skills
• Excellent communication skills
• MS Windows proficient
• Fast learner with a wide range of practical skills
• Customer service oriented
• Courteous demeanor
• Enthusiastic developer of good relations with clients
• Energetic work attitude
• Telephone inquiries
Accomplishments
Telephone Service
• Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Conflict Resolution
• Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and ensure customer satisfaction.
Customer Interface
• Greeted customers upon entrance and handled all cash and credit transactions.
• Assisted customers over the phone regarding store operations, product, promotions and orders
Educational Background
2014 Administrative Career Institute & Recruitment Agency Accounting, Payroll and Taxation
Accounts Payable
Certificate
2014 Arthur Lok Jack Graduate School of Business
Award for Customer Service Professionals
Certificate
2009 GCFLearnFree.org
Excel 2003
Certification 1.1
2008 Sital College of Tertiary Education Limited
Airline Reservations and Travel Agency Operations
Certificate – Modules 1
2008 GCFLearnFree.org
Word 2003
Certification 1.1
2002 Diego Martin Finishing School
CXC
Mathematics II
Principles of Accounts II
Principles of Business II
2001 St. James Government Secondary School
CXC
Typewriting I
English Language II
Office Procedures III
Awards
Green Dot Limited Rookie of the Year 2009
Green Dot Limited Consistent and Reliable Achiever 2011 Work Experience
September 2018 to Scotiabank Trinidad and Tobago Limited July 2020 Starlite Shopping Plaza, Diego Martin
Personal Banking Officer
• Open new Accounts, replace/issue new and additional Scotiacards and ABM demonstrations
• Process loan and credit card applications
• PIN request and maintenance
• Statement, credit card, scotialine, scotia card, passbook, loan, mortgage and account inquiries/transactions
• Cheque book orders, standing orders
• Wire transfers, local and foreign draft requests via emails
• Mutual fund general inquiries and transactions
• Loan, mortgage, credit card and all other non cash payments
• Assist small business with preparing letters – audit letters, credit reports, reference letters
• Adjustments and calculations of interest and principle paid
• Input messages and stop payments
• Assist customers with safety deposit boxes and inquiries
• General CIF updates and maintenance
• Follow KYC requirements
April 2017 to Scotiabank Trinidad and Tobago Limited September 2018 Starlite Shopping Plaza, Diego Martin Service Representative
• Online, mobile and telephone banking
• Replace/issue new and additional Scotiacards
• ABM demonstrations
• PIN request and maintenance
• Statement, credit card, scotialine, scotia card, passbook, loan, mortgage and account inquiries/transactions
• Cheque book orders, standing orders
• Wire transfers, local and foreign draft requests via emails
• Mutual fund general inquiries and transactions
• Loan, mortgage, credit card and all other non cash payments
• Assist small business with preparing letters – audit letters, credit reports, reference letters
• Adjustments and calculations of interest and principle paid
• Input messages and stop payments
• Assist customers with safety deposit boxes and inquiries
• General CIF updates and maintenance
• Follow KYC requirements
July 2015 to Scotiabank Trinidad and Tobago Limited April 2017 Starlite Shopping Plaza, Diego Martin
Teller
• Deposits, withdrawals, cheque cashing and certification, sales and purchases of foreign drafts and cash
• Close accounts, stop payment orders, hold funds requests, safety deposit box rental payments, cancellation of engraved forms and wire transfers
• Updating passbooks, savings/chequing account inquiries, bill payments, credit card payments and cash advances, balance transfers
• Night bag requests, process ABM deposits and night depository by customers
• Engraved forms Treasury Custodian and engraved forms working supply custodian
• Consistently execute the service management disciplines, increase customer satisfaction loyalty through service excellence, promote the Bank’s products, services and alternative delivery channels, refer opportunities to segment partners where appropriate and execute the branch compliance/security responsibilities
June 2013 to Ministry of Housing and Urban Development June 2015 44-46 South Quay, Port of Spain
Client Relations Assistant
• Receive, sort prepare schedules for interviews
• Interview randomly selected clients and verify all information provided at interview
• Prepare and maintain all files of applicants interviewed and follow up with clients for outstanding documents
• Prepare all correspondence to applicants
• Assist with Client field visits Community caravans and Ministry information outreach programs as required
• Perform PMCU Front desk activities including cheque disbursements
• Perform, as directed all clerical duties and work activities that relate to the functioning of the Unit.
• and enter application forms
• Prepare files and contact applicant randomly selected for interviews August 2009 to Green Dot Limited
June 2013 61 Mucurapo Road, St. James
Customer Service Representative
• Provided customer service for an average of 60 calls per day, answering inquiries, solving problems and providing new product information
• Recruiting contractors
• Prepared contractor invoices
• Auditing contractor inventory
August 2008 to Guardian Life of the Caribbean Limited February 2009 Ellerslie Plaza, Maraval
Sales Support
• Organized weekly sales reports for sales department to track success.
• Assisted customers in person and via telephone
• Served as main liaison between customers, management and sales team.
• Provided effective communication and customer service support to the sales, marketing and administrative teams on daily basis
• Promptly responded to general inquiries from members, staff, and clients via mail, email and fax.
May 2007 to Stechers Limited
June 2007 Ellerslie Plaza, Maraval
Sales Clerk / Cashier
• Greeted customers entering the store to ascertain what each customer wanted or needed.
• Described product to customers and accurately explained details and care of merchandise.
• Answered questions regarding store and products, while maintaining knowledge of current sales and store promotions.
• Computed accurate sales prices for purchase transactions March 2007 to City Lighting and Power
May 2007 Eastern Main Road, Tacarigua
Receptionist
• Provided an elevated customer service experience to generate a loyal clientele
• Directed calls to appropriate individuals and departments.
• Assisted customers in person and via telephone
September 2006 to National Shoe Limited
March 2007 Duke Street, Port of Spain
Cashier/Sales Representative
• Greeted customers entering the store to ascertain what each customer wanted or needed.
• Described product to customers and accurately explained details and care of merchandise.
• Answered questions regarding store and products, while maintaining knowledge of current sales and store promotions.
• Computed accurate sales prices for purchase transactions January 2006 to National Library and Information System September 2006 Hart and Abercromby Street, Port of Spain Library Attendant
• Greeted customers entering the library to ascertain what each customer wanted and needed.
• Directed calls to appropriate individuals and departments.
• Assisted customers in person and via telephone.
• Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot. February 2004 to Bio Fitness Gym
June 2005 West Mall, Westmoorings
Receptionist / Cashier
• Greeted customers entering to ascertain what each customer wanted and needed.
• Computed accurate sales prices for purchase transactions.
• Worked as a team member performing cashier duties, product assistance and cleaning while providing excellent customer service
• Accurately balanced cash drawer after every shift.
• Built long-term customer relationships and advised customers on purchases and promotions.
• Developed reputation as an efficient provider with high levels of accuracy.
March 2003 to Shoe Locker
January 2004 West Mall, Westmoorings
Cashier
• Complied weekly monetary reports and records for store managers.
• Accurately balanced cash drawer after each shift.
• Assisted customers with product selection, inquiries and order customization requests.
• Worked as a team member performing cashing duties, product assistance and cleaning while providing excellent customer service. November 2002 to The Underground
February 2003 Frederick Street, Port Of Spain
Sales Clerk
• Greeted customers entering the library to ascertain what each customer wanted and needed.
• Described products to customer and accurately explained details and care Ofmerchandise.
• Recommended, selected and helped locate and obtain out-of-stock product based on customer requests.
• Answered questions regarding store and products, while maintaining knowledge of current sales and store promotions.
Reference
Donarie Bartholomew-Joseph Roopnarine Toolsie
Assistant Manager Service and Support Research Specialist 868-***-**** / 638-1380 ext 3913 868-***-**** / 623-4663 ext 2280