Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Shannakay Wilson

Scarborough,ON

Summary

A seasoned financial services professional with over 7 years of dedicated industry experience. Demonstrated success in consistently achieving sales targets and effectively cross-selling products and services. Known for strong interpersonal and communication skills, fostering client satisfaction and business growth. Committed to promoting team collaboration and driving continuous improvement in dynamic financial environments.

Overview

Work History

Customer Service Representative

Scotia Bank Jamaica Life Insurance Company
  • Promoted and cross-sold the company's Insurance and Investment products and services to customers and obtained referrals for Insurance and Investment advisors
  • Provided weekly sales target reports to the supervisor
  • Assisted customers with taking out loans from their Insurance Policies
  • Responded to customer inquiries regarding their Insurance Policies and Investment Accounts
  • Performed any other duties assigned by the supervisor.

Remediation Analyst

National Commercial Bank
  • Reviewed customers' information and documentation to identify gaps in information and documentation
  • Reviewed customers' information to identify changes that could indicate a possible change in customer’s status and classified customers appropriately
  • Reduced missing documents and actively followed up with branches/units for outstanding documents
  • Liaised with stakeholders within NCB Financial Group to obtain required information and documentation for specific customers
  • Prepared accurate reports about specified customers for submission to regulatory authorities
  • Provided assistance to branches/units regarding the classification and completion of FATCA documents.

Education

Post Graduate Certificate in Financial Planning -

Centennial College
06.2024

BSc Banking and Finance -

University of the West Indies Jamaica
06.2015

Post Graduate Certificate in Project Management -

Centennial College

Skills

  • Microsoft Office Skills (Excel & Word)
  • Excellent communication skills
  • Time management skills
  • Interpersonal skills
  • Analytical skills
  • Problem-solving skills
  • Adaptability and flexibility
  • Sales and negotiation skills

Timeline

Customer Service Representative

Scotia Bank Jamaica Life Insurance Company

Remediation Analyst

National Commercial Bank

Post Graduate Certificate in Financial Planning -

Centennial College

BSc Banking and Finance -

University of the West Indies Jamaica

Post Graduate Certificate in Project Management -

Centennial College

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Shannakay Wilson