Naomi Stewart-Lunan
@naomistewart-lunan
Customer support and Operations Specialist with 5+ years in financial services and remote care.
What I'm looking for
I am a customer support and operations specialist with over five years' experience in financial services, client relations, and virtual customer care. I excel at managing high-volume inquiries, ensuring data accuracy, improving processes, and collaborating across remote teams using tools like Salesforce, HubSpot, Slack, and Google Workspace.
At First Global Bank I provided back-office support, resolved discrepancies in compliance with regulatory standards, and supported frontline teller operations and referrals. I am adaptable, self-motivated, and focused on delivering clear written and verbal communication while creating documentation and knowledge bases to improve team efficiency.
Experience
Work history, roles, and key accomplishments
Operations Associate
First Global Bank
Jul 2022 - Present (3 years 2 months)
Provide back-office support across multiple branches, ensuring accurate and timely processing of financial transactions and resolving discrepancies in compliance with regulatory standards.
Teller
First Global Bank
Oct 2020 - Jul 2022 (1 year 9 months)
Delivered frontline customer support for deposits, withdrawals, and account services while assessing client needs and consistently meeting referral and upselling targets.
Compliance Projects Officer
First Global Bank
Aug 2020 - Oct 2020 (2 months)
Prepared reports on non-compliant accounts to support internal audits and ensured adherence to regulatory and company compliance requirements.
Customer Care Advisor
FinBiz Processing
Dec 2018 - Nov 2019 (11 months)
Handled high-volume customer inquiries via phone and email, resolved client concerns with timely accurate solutions, and supported initiatives to improve service response times.
Customer Care Representative
Logic One Limited
Jul 2018 - Nov 2018 (4 months)
Provided technical support to clients by troubleshooting connectivity and reception issues and guiding customers through remote resolution steps.
Education
Degrees, certifications, and relevant coursework
University of the West Indies
Bachelor of Science, Marketing
Pursuing a Bachelor of Science in Marketing with coursework relevant to customer insights, marketing strategy, and business communications.
The Queen's School
High School Diploma, Secondary Education
Completed High School Diploma with 8 CXC subjects and 8 CAPE units, focusing on broad academic preparation for tertiary studies.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
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