Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Bevanda Gwara

Kingston,ON

Summary

Dedicated and detail-oriented banking professional with more than 10 years of experience in financial analysis, wealth management, and customer centric service. Seeking to leverage my skills and knowledge in relevant roles, where I can utilize my passion for financial innovation to drive business growth.

As professional advisor, deeply committed to delivering actionable insights and fostering collaborative environments. Extensive experience in strategic planning and conflict resolution ensures impactful contributions to team success. Known for adaptability and results-driven approach, excelling in problem-solving and relationship management.

Overview

16
16
years of professional experience

Work History

Bank Advisor and Customer Service Specialist

Steward Bank
09.2008 - 07.2024
  • Exceeded the accounts acquisitions targets consecutively in FY reviews.
  • On boarded 80% new clients to actively use the digital platforms and increased revenue collections.
  • Nil return on operational loss and constantly reduced dormant accounts margin.
  • Welcomed customers and helped determine their needs.
  • Greeted customers entering store and responded promptly to customer needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Maintained a clean and organized workspace, promoting a welcoming environment for customers.
  • Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.

Education

HND -

Institute of Bankers in Zimbabwe
01.2012

BBA - Accounting

Solusi University
01.2024

Skills

  • Delivering High Class Customer Service that meets and exceeds the customer's expectations
  • Developing and attaining sales goals, financial objectives as per KPI obligations
  • Implement business plans to increase market share and retain customers in existing business by setting virtual and in-person meetings
  • Prepared daily, weekly and monthly tracking and call reports for operational and performance analysis
  • Ability to prioritize tasks, manage complex workloads and meet deadlines
  • Strong attention to detail, problem solving, organizational and computer skills
  • Demonstrated ability for effective communication and to follow instructions and complete tasks accurately
  • Ability to take on tasks without constant supervision
  • Highly collaborative, liaise and work very closely with team members to complete work timely
  • Reliable with strong work ethics and in-depth knowledge of organizational strategy and culture
  • Analytical thinking
  • Time management
  • Critical thinking
  • Written communication

Accomplishments

  • 2016 - Awarded a certificate of achievement in supervisory leadership development programme:
  • Modules included
  • Personal and interpersonal effectiveness
  • Business environmental analysis
  • Management and leadership
  • Performance management
  • Customer service excellence
  • Presentation and facilitation skills
  • Project management
  • 2021 - Awarded a certification of appreciation for outstanding commitment to quality service and customer satisfaction.

Timeline

Bank Advisor and Customer Service Specialist

Steward Bank
09.2008 - 07.2024

BBA - Accounting

Solusi University

HND -

Institute of Bankers in Zimbabwe
Bevanda Gwara