Open to opportunities

casey taylor

@caseytaylor1

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Detail-oriented professional with expertise in client relationship management.

Trinidad and Tobago

Message

What I'm looking for

I am looking for a role in a dynamic organization that values growth, teamwork, and customer satisfaction.

I am a dedicated professional with extensive experience in client relationship management and operations. My career spans over a decade, during which I have honed my skills in customer service, financial analysis, and team leadership. I thrive in dynamic environments where I can contribute to organizational growth and enhance customer satisfaction.

Throughout my tenure at Firstline Securities Limited, I successfully managed client relationships, developed marketing strategies, and improved operational procedures. My ability to analyze market trends and customer feedback has consistently led to increased sales and enhanced service delivery. I am passionate about mentoring and training team members to maximize productivity and foster a collaborative work culture.

As I seek new opportunities, I am eager to bring my skills in strategic planning and customer engagement to a forward-thinking organization. I believe in the power of teamwork and communication to drive success and am committed to contributing positively to my next employer's goals.

Experience

Work history, roles, and key accomplishments

Senior Client Relationship Advisor

Firstline Securities Limited

Aug 2017 - Present (7 years 11 months)

Marketed and cross-sold financial products and services, creating and maintaining client database records. Provided excellent leadership skills to maintain steady and productive operations, and assisted in developing advertising and marketing strategies across social media platforms.

Financial Products Cross Selling Client Relationship Management Market Analysis Event Planning Administrative Support Teller Operations Upselling Leadership

Customer Relationship Officer

Firstline Securities Limited, Unit Trust Corporation

Jan 2017 - Present (8 years 6 months)

Handled customer queries, assisted in account maintenance, and processed transactions for customers. Successfully increased sales through effective cross-selling and upselling, and built trusting relationships by ensuring teams followed correct procedures and customer service guidelines.

Customer Service Account Management Cross Selling Upselling CRM Sales Training Market Knowledge Client Relationship Management

Operations Assistant

Infolink Services Limited

Jan 2016 - Present (9 years 6 months)

Investigated and responded to member queries, and prepared daily settlements between member banks. Provided Service Desk Support and assisted in the planning and preparation of various events.

Query Resolution Service Desk Report Preparation Event Planning Administrative Assistance Training Project Management

Team Leader

Guardian Shared Services Limited

Sep 2015 - Present (9 years 10 months)

Implemented a change in process for the Agents and Staff Balances Project Team, which decreased the time for the updating process and reduced error percentage. Developed open and professional relationships with team members, enabling better, more effective issue resolution.

Team Leadership Process Improvement Project Management Query Resolution Training Interviewing Relationship Building

Project Assistant

Guardian Shared Services Limited

Jan 2014 - Present (11 years 6 months)

Assisted with the completion of the agents balancing project within specific time frames, retrieving data from Oracle Accounting System. Created monthly group life and health reconciliations and maintained confidentiality of information.

Reconciliations Spreadsheet Management Teamwork Confidentiality Data Analysis

Accounting Assistant

Guardian Holding Limited

Jan 2013 - Present (12 years 6 months)

Performed account reconciliation, managed VAT recoverable, and handled fixed asset disposal and additions. Verified items billed against items received, and prepared month-end closing entries for detailed reporting and record keeping.

Account Reconciliation Accounts Payable Inventory Management Month End Close General Ledger Financial Reporting

Executive Director

Tri Axis Animation Studios

Jan 2010 - Present (15 years 6 months)

Developed and implemented strategies to promote the organization's mission and created complete business plans. Built an effective team of leaders by providing guidance and coaching, and ensured adherence to established policies and legal guidelines.

Strategic Planning Business Development Team Leadership Fundraising Public Relations Financial Analysis Sales Customer Acquisition Loan Origination

Operations Clerk 1

Republic Bank

Jan 2002 - Present (23 years 6 months)

Reconciled debits and credits for merchant Linx machines.

Debit Credit Management Financial Operations

Youth Link Apprentice

Republic Bank Limited

Jan 2002 - Present (23 years 6 months)

Received training in various departments and branches within Republic Bank. Gained foundational knowledge of banking operations and customer service.

Banking Operations Customer Service Professional Development

Education

Degrees, certifications, and relevant coursework

School of Business and Computer Science

Certificate, Marketing

Completed a certificate program in Marketing, gaining foundational knowledge in market analysis, consumer behavior, and promotional strategies. Developed skills essential for effective marketing campaigns and brand management.

School of Business and Computer Science

Certificate, Project Management

Obtained a certificate in Project Management, focusing on the principles and practices required to successfully plan, execute, and close projects. Acquired skills in project scheduling, risk management, and team coordination.

St. Francois Girls College

High School Diploma, General Studies

Completed secondary education at St. Francois Girls College, developing a strong academic foundation across various subjects. Engaged in a curriculum that fostered critical thinking and problem-solving skills.