
Chealsy Figaro
@chealsyfigaro
Credit union teller at COPOS who handles member transactions, KYC forms, and account services.
What I'm looking for
At COPOS Credit Union Co-Operative Society Limited, I verify documents, create memberships, and complete member forms including KYC, KYB, and VISA Card applications.
I conduct cash and non-cash transactions, prepare manual cheques, and generate letters. I also follow up with members by email or phone when needed.
At Island Finance Trinidad Ltd, I processed transactions and supported loan closing and funding. I also reviewed TransUnion reports and qualified customers for loans based on the information and documentation provided.
Earlier, I worked in teller and customer service roles at JMMB Bank, Unicomer Trinidad Ltd, and San Fernando Credit Union. My experience includes account services, payments, cash handling, and computerized accounting training in Sage 50 and QuickBooks.
Experience
Work history, roles, and key accomplishments
Customer Service Representative & Teller
COPOS Credit Union Co-Operative Society Limited
Nov 2023 - Present (2 years 11 months)
Handles customer service and teller duties including document verification, membership creation, cash and non-cash transactions, and member follow-ups.
Branch Sales Representative/Cashier
Island Finance Trinidad Ltd
Apr 2023 - Sep 2023 (5 months)
Processed cash and non-cash transactions, conducted loan closing and funding, performed background checks, and made 60 marketing calls daily.
Client Support Officer (Grade III Teller)
JMMB Bank
Mar 2022 - Nov 2022 (8 months)
Conducted daily cash and credit transactions, handled currency wire transfers, opened accounts, and communicated with processing and cards departments.
Customer Service Representative (Optical)
Unicomer Trinidad Ltd
Sep 2019 - Dec 2019 (3 months)
Informed customers of sales, created and processed cash and credit accounts, processed payments, and conducted visual field tests.
Customer Service Representative
Unicomer Trinidad Ltd
Sep 2018 - Dec 2018 (3 months)
Created and processed cash and credit accounts, processed payments, and built rapport with customers to understand their needs.
Teller/Accounts Assistant
San Fernando Credit Union
Jan 2017 - Apr 2017 (3 months)
Handled cash and non-cash transactions, updated passbooks, processed payroll and petty cash, and filed correspondence.
Education
Degrees, certifications, and relevant coursework
SBCS Global Learning Institute
ACCA, Accounting
Pursuing ACCA qualification, with FIA I examinations scheduled for November 2026.
CTS College of Business and Computer Science Ltd
Certificate in Accounting and Finance, Accounting and Finance
2025 - 2025
Grade: Distinction
Completed a Certificate in Accounting and Finance with Distinction from August to September 2025.
Synergy Institute
Certificate in Small Business Administration, Small Business Administration
2021 - 2021
Grade: A
Completed a Certificate in Small Business Administration with Grade A from November to December 2021.
School of Practical Accounting
Advanced Certificate in Computerized Accounting and Sage 50/QuickBooks, Computerized Accounting
2021 - 2021
Grade: Distinction
Completed an Advanced Certificate in Computerized Accounting and Sage 50/QuickBooks with Distinction from July to September 2021.
School of Practical Accounting
Certificate in Computerized Accounting and Sage 50, Computerized Accounting
2020 - 2020
Grade: Distinction
Completed a Certificate in Computerized Accounting and Sage 50 with Distinction from October to December 2020.
UWI Open Campus
Certificate in Taxation & Bookkeeping with Accounting, Taxation and Bookkeeping
2018 - 2018
Grade: B-
Completed a Certificate in Taxation & Bookkeeping with Accounting, achieving a Grade B- from April to August 2018.
Private CXC Examinations
CXC Examinations, General Studies
2016 - 2016
Completed CXC examinations in May/June 2016, including Mathematics, English A, Principles of Accounts, Principles of Business, Integrated Science, and Human and Social Biology.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
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