Shannon Davis
Tillsonburg,ON
Summary
Driven by results, I leveraged exceptional communication and complex problem-solving skills at Scotiabank and TD Canada Trust to enhance client relationships and achieve strategic goals. Specializing in CRM and policy implementation, I consistently improved customer satisfaction and team performance, showcasing multitasking abilities and a keen attention to detail.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
03.2022 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Facilitated new client onboarding process and investment account setup.
Manager Customer Experience
TD Canada Trust
07.2010 - 03.2022
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
Education
Bachelor of Arts - Geography, Sociology And Political Science Minor
Memorial University of Newfoundland
St John’s, NL04.2006
Skills
- Exceptional communication and interpersonal skills
- Complex Problem-Solving
- Time Management
- Customer Relationship Management (CRM)
- Policy Implementation
- Attention to Detail
- Multitasking Abilities
Certification
- Mutual Fund Licensed April 2013
- Branch Compliance Officer Designation January 2020
Timeline
Financial Advisor
Scotiabank
03.2022 - Current
Manager Customer Experience
TD Canada Trust
07.2010 - 03.2022
Bachelor of Arts - Geography, Sociology And Political Science Minor
Memorial University of Newfoundland
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