Tineal Loney

Managed and grew a portfolio of 500+ high-net-worth clients, delivering financial, investment, credit, and banking services. Drove revenue through cross-selling and upselling of financial solutions.

Managed a team portfolio of 3000+ clients and delivered value-added financial advice and solutions. Accessed and structured personal credit applications.

Delivered frontline support and product demonstrations to enhance client experience. Identified and converted sales opportunities through relationship building.

Processed a wide range of client transactions with accuracy and confidentiality. Promoted appropriate banking solutions to meet client needs.

Managed client accounts and technical appointment scheduling. Delivered first-contact resolution via call center and field sales support.

Obtained a Diploma in Customer Service, which equipped me with essential skills in client interaction, problem-solving, and service delivery. This program focused on enhancing customer satisfaction and building strong client relationships.

Completed an MBA with a specialization in Finance, gaining advanced knowledge in financial management, investment strategies, and corporate finance. This program enhanced my analytical and decision-making skills in the financial sector.

Achieved a Level 5 Diploma in Business Management, focusing on strategic business operations and leadership principles. This qualification provided a comprehensive understanding of management practices essential for organizational success.

Completed CAPE Unit 1–2, focusing on advanced academic subjects. This foundational education provided a strong base for further studies and career development.

Achieved CXC Certification, demonstrating proficiency in a range of core subjects. This certification laid the groundwork for my academic and professional journey.