Customer Service Sales

Location:

Toronto, ON, Canada

Posted:

October 09, 2017

Contact this candidate

Resume:

SHAUNA JAMES-SAULAS

*** ******* **** *****, ***********, ON M1B 1S9, Tel: 647-***-****

Email: ac2n6c@r.postjobfree.com/ac2n6c@r.postjobfree.com

Enthusiastic, dedicated, banking and insurance professional providing underwriting, marketing, council and relationship banking to clients. I have been an experienced banker of which I have always excel and awarded as high performer. I have excellent written, oral, analytical and sales skills which enhance my daily performance. My experience and training in the bank have assisted to be a sharp effective communicator with strong negotiation, leadership and interpersonal skills who is naturally energetic, team-player and visible.

KEY AREAS OF EXPERTISE & STRENGTHS

Marketing and Sales Banking Insurance

Financial Investment Customer Service Technology

Loan Financing Documents Business Development Service-oriented

Title Insurance Policies/ High-impact Sales Presentations Pleasant demeanor

Endorsements Underwriting Work well under pressure Detailed & organized

Needs assessment & Portfolio Management Financial Analyst

Product Education Energetic work attitude Account Management

Strategic Relationships Team Building Market Analysis

Microsoft Office

EDUCATION AND LICENCE

Centennial College

Financial Planning – Post Graduate Certificate

-Student – (May 2017 – December 2017)

Canadian Securities Course Level 1

-August 2017

Financial Services Commission &

Jamaica Association of Insurance & Financial Advisors

Sales Representative Licence – Life Insurance Underwriting

-March 2016 - Present

College of Insurance & Professional Studies

Level 1 CFA candidate – Life and Health Insurance Licence

-September 2015

University of Technology, Jamaica

Bachelors of Business Administration, BBA – Major in Marketing

Management and Minor in Banking & Finance

-September 2007 - August 2011

University of Technology, Jamaica

Diploma – Marketing Management

-September 2000 - July 2003

National Council On Technical & Vocational Education

Certificate – Information Technology

-October 1998

PROFESSIONAL EXPERIENCE

November 2015 – August 2016 Sagicor Life Jamaica Limited

Certified Financial Advisor

Meet with clients in person where they are most comfortable to discuss their financial goals

Provide financial advice for specific circumstances such as premature death, disability, education or retirement

Explain and Provide types of financial services

Assess financial needs of individual and help them to make wise investment choices

Provide advice on short-term and long-term goal and help clients to plan for them

Educate clients and answer questions on investment management to match their goals

Help clients in making wise insurance decisions

Research investment opportunities and advise clients

Estate planning

May 2015 – July 2015 Sagicor Bank Jamaica Limited

Personal Banking Officer

Deliver quality customer service by greeting and responding to customers promptly and courteously according to the Bank’s Customer Service Standard.

Educate clients about appropriate products and services to satisfy needs

Achieve assigned sales targets. Participated in promotional campaigns. Develop relationship with current and potential customers with a view to securing new business.

Prepare and present credit approval requests to the credit department

Offer solutions to clients seeking advice on issues relating to financing new or existing business and take all initial inquiry calls for pre-qualifications and review data with Branch Manager.

Develop Relationships with providers of debt and equity with a view to matching these with clients’ needs.

Work with the branch and credit teams in the achievement o growth targets and the achievement of the bank’s business strategic plan related to retail sales.

Monitor payment to client’s account to ensure compliance with agreed terms.

Initiate relevant documentation for opening accounts in accordance with the company’s guidelines and perform all customer verifications as appropriate for each product.

Represent the bank at various community functions to further enhance its image and develop additional business.

June 2014 – April 2015 Sagicor Bank Jamaica Limited

Senior Account Manager

Provide superior service to all personal clients.

Position the benefits and solutions offered by the Bank and engage in-branch or group partners to meet needs of clients.

Utilize effective client discovery techniques during the Account Opening process to meet clients’ needs.

Leverage tools, calculators and resources to provide advice (including general insurance advice) ensuring clients make informed decisions.

Proactively contact relationship clients and obtain appointments to discuss the client’s situation, needs and life events.

Deepen relationship with profile clients, engaging them in the discovery process to determine additional business potential.

Develop innovative approaches to support new client acquisition

Provide total financial relationship management to Branch’s valued clients (mortgages, loans, credit cards, deposits, investments and alternate delivery channels).

Exercise sound adjudication of loan applications, adhering to all credit policies, procedures and delegated limits of authority.

April 2010 – June 2014 RBC Royal Bank