Banking Client Relations & Onboarding Specialist

JALEAH BARKER

Banking Client Relationships Financial Services

246-***-**** **************@*****.*** linkedin.com/in/jaleah-barker-b-sc-0102561a5 PROFESSIONAL PROFILE

Banking professional with experience in customer onboarding, account opening, digital banking, lending referrals and KYC/AML. Skilled at understanding customer needs, explaining financial products clearly and building strong client relationships, with additional exposure to loan disbursement and branch operations. CORE SKILLS

Client Relationships • Needs-Based Sales • Lending Referrals • Account Opening & Onboarding • Digital Banking • KYC/AML • Loan Disbursement • Wire Transfers & Bank Drafts • Cross-Selling • Problem Resolution PROFESSIONAL EXPERIENCE

REPUBLIC BANK (BARBADOS) LIMITED Nov 2024 - Present Customer Service Coordinator Customer Service Officer Trainee Disbursement Clerk Trainee

• Assist customers with deposit accounts, digital banking, card services, payments and other everyday banking needs.

• Speak with customers to understand their needs and recommend appropriate banking services, including lending referrals where suitable.

• Open and maintain customer accounts while completing KYC and customer due diligence requirements in line with AML procedures.

• Support individual and small-business onboarding, including referrals for lending and corporate/commercial banking support where appropriate.

• Process wire transfers, bank drafts and other transactions accurately while following internal controls and regulatory requirements.

• Cross-trained in branch operations and loan disbursement, including required documentation, internal checks and the release of approved loan funds.

OASIS TECH CUBE Sales Representative Mar 2022 - Oct 2024

• Identified customer needs and recommended suitable products, using product knowledge, upselling and cross-selling to meet and exceed sales targets.

• Built repeat business through strong customer relationships and reliable after-sales service. ADDITIONAL EXPERIENCE Hilton Sandestin Resort - Supervisor Trainee (2024) • Whataburger - Crew Member (2024) • Hilton Barbados Resort - Hospitality Intern (2022) EDUCATION

MSc Management Information Systems - The University of the West Indies, Global Campus 2025-2028 GPA: 4.0 BSc Tourism Management & History (Minor), First Class Honours - UWI Mona 2021-2024 GPA: 3.75 CAPE, Business & Tourism - Harrison College 2019-2021 RESEARCH & RECOGNITION

Research: Customer Perceptions of Online Banking Security at Republic Bank (Barbados) Limited. Recognition: UWI Global Campus Dean's List (2025-2026) • Republic Bank Customer Service Badge (2025 & 2026) • UWI Mona Dean's List (2022-2024) • 1st in Barbados, CAPE Tourism (2021)

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