ABIGAIL SIMMS
Woodbridge
Summary
Results-driven banking professional with strong mathematical and analytical skills, committed to delivering exceptional customer service. Experienced in account management, transaction processing, and financial administration. Adept at identifying client needs, recommending tailored financial solutions, and collaborating with internal teams to enhance client satisfaction and drive business growth. Well-organized, proactive, and adaptable to dynamic conditions.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
04.2023 - Current
- Open and manage personal and business accounts, ensuring seamless onboarding and regulatory compliance
- Identify client needs for lending, investments, and other financial solutions, referring them to specialists
- Educate customers on digital banking tools, enhancing financial literacy and efficiency
- Deliver exceptional customer service, resolving inquiries promptly to improve client satisfaction
- Advise clients on banking products, services, and financial planning to support their financial goals
Treasury Officer - Money Market
CIBC FirstCaribbean International Bank
06.2021 - 07.2022
- Managed control, repair, amendment, and settlement of treasury transactions, ensuring 98% accuracy
- Investigated financial losses on late settlements and implemented corrective measures
- Processed high-volume electronic fund transfers, adhering to strict compliance standards
- Liaised with internal teams to ensure smooth transaction processing and dispute resolution
- Prepared daily liquidity reports and withholding tax filings for regulatory reporting
Treasury Officer - Corporate Action
CIBC FirstCaribbean International Bank
06.2019 - 06.2021
- Processed corporate action events (voluntary and mandatory) for local and international markets
- Investigated and resolved all complex corporate action queries
- Calculated, distributed, and reconciled dividend and coupon shares due to clients
- Provided timely event notifications and confirmation to all clients with 97% accuracy
- Solved all discrepancies, and ensured to take action on everyday matters as well as inquiries from all external clients and internal departments
- Reconciled client positions with multiple custodians and monitored appropriate posting of accruals and entitlements to the client account.
Education
MBA - Master of Business Administration -
Southern New Hampshire University
Hooksett, NH03-2025
Bachelor of Science - Mathematics, Computer Information Systems
Northern Caribbean University
08.2019
Skills
- Relationship Management & Sales
- Customer Service Excellence
- Account Management & Onboarding
- Transaction Processing & Compliance
- Microsoft Office (Excel, PowerPoint, Word)
- SWIFT Alliance Access, Messages & Payments
- SmartStream Transaction Lifecycle
- Problem-Solving & Decision-Making
- Financial Administration & Reporting
- Strong Leadership & Team Collaboration
Certification
- Introduction to Data Analytics, American Institute of CPA, 2024
- Applying Data Analytics to Revenue Analysis, American Institute of CPA, 2024
- Applying Data Analytics to Business Performance, American Institute of CPA, 2024
- Microsoft Power BI - Share Your Data Analysis Using PowerBI.com, 2024
- Microsoft Power BI - Use Advanced Calculations with DAX Formulas, 2024
- Microsoft Power BI - Use PBI Desktop to Create Reports and Dashboards, 2024
- Bloomberg Market Concept Course, Bloomberg, 2020
Additional Information
- Quarterly Team Player Award, CIBC FirstCaribbean International Bank, 10/01/21
- Star Player Award, CIBC FirstCaribbean International Bank, 10/01/19
Timeline
Relationship Banker
JP Morgan Chase
04.2023 - Current
Treasury Officer - Money Market
CIBC FirstCaribbean International Bank
06.2021 - 07.2022
Treasury Officer - Corporate Action
CIBC FirstCaribbean International Bank
06.2019 - 06.2021
Bachelor of Science - Mathematics, Computer Information Systems
Northern Caribbean University
MBA - Master of Business Administration -
Southern New Hampshire University
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