Racquel J Holder
ST MICHAEL
Summary
A highly motivated, results-oriented Sales and Service Professional, with a keen business insight. Energetic and analytical individual with the capacity to develop sound, effective teamwork relationships. Conscientious and diligent, possessing strong organizational skills. Strict focus on time management, prioritizing and meeting deadlines. Innate ability to lead, mentor and teach, accomplished and trustworthy with a commitment to integrity and confidentiality. Adept at working with diverse clients whilst always maintaining a premium level of service.
Overview
19
19
years of professional experience
Work History
Relationship Manager Financial Solutions
RBC Royal Bank (B’dos) Limited
05.2022 - Current
- Consistently delivered on quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Managed and maintained a strong portfolio through retention and growth
- Ability to resolve client problems at first point of contact
- Demonstrated ability to educate and enable clients to utilize alternate channels
Financial Solutions Specialist
RBC Royal Bank ( B’dos) Limited
02.2019 - 04.2022
- Discussed financial options with clients and provided informed suggestions.
- Collaborated with clients to maintain relationships and provide customers with thorough support
- Delivered an exceptional client experience by providing advice and solutions
Financial Solutions Support Associate
RBC Royal Bank ( B’dos) Limited
02.2018 - 01.2019
- Maintained up-to-date knowledge of product and service changes.
- Consistently met or exceeded performance metrics, showcasing dedication to providing exceptional support services.
- Delivered prompt service to prioritize customer needs.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Account Services Representative
RBC Royal Bank (B’dos) Limited
06.2009 - 01.2018
- Enhanced customer retention by providing exceptional service and maintaining strong relationships
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Practiced speed and accuracy when processing transactions for HNW clients
Customer Assistant Representative
RBC Royal Bank ( B’dos) Limited
07.2007 - 06.2009
Customer Service Representative
RBC Royal Bank (B’dos) Limited
07.2005 - 06.2007
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
- Contributed to sales growth by upselling products and services based on individual
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Education
Diploma - Accounting
Moodys
Online LearningDiploma - Customer Service Management
TVET Council
Harbour Road, St MichaelFrench And Spanish
University of The West Indies
Cave Hill CampusAssociate Degree - French And Spanish For Business And Tourism
Barbados Community College
Howell’s X Road, Ivy St MichaelSkills
- Relationship building and management
- Excellent Communication
- Customer Relationships
- Sales Reporting
- Client Engagement
- Time Management
- Team Leadership
- Portfolio Growth
- Sales proficiency
- Critical Thinking
- Analytical Problem Solving
- Customer Portfolio Management
- Public Speaking
- Strategic selling
Accomplishments
- Consistently received recognition and nominations from superiors including our Managing Director, AVP and BM for excellence in service.
- Led the bank with more than $1.2M in sales per year.
- Awarded the “RBC Convention Cruise Award” for exemplary performance and recognition in the service category
Languages
Spanish
Bilingual or Proficient (C2)
Timeline
Relationship Manager Financial Solutions
RBC Royal Bank (B’dos) Limited
05.2022 - Current
Financial Solutions Specialist
RBC Royal Bank ( B’dos) Limited
02.2019 - 04.2022
Financial Solutions Support Associate
RBC Royal Bank ( B’dos) Limited
02.2018 - 01.2019
Account Services Representative
RBC Royal Bank (B’dos) Limited
06.2009 - 01.2018
Customer Assistant Representative
RBC Royal Bank ( B’dos) Limited
07.2007 - 06.2009
Customer Service Representative
RBC Royal Bank (B’dos) Limited
07.2005 - 06.2007
Diploma - Accounting
Moodys
Diploma - Customer Service Management
TVET Council
French And Spanish
University of The West Indies
Associate Degree - French And Spanish For Business And Tourism
Barbados Community College
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