- I enjoy sketching and drawing, which helps improve my creativity and attention to detail
- Passionate about balancing physical health with mental and emotional wellness
- Crafting and DIY Projects
- Gym Workouts
Shanika Walters
Summary
Dynamic financial services professional with over 10 years of expertise in banking, investments, and client partnership management. Proven track record in cultivating high-value client relationships, driving portfolio growth, and delivering comprehensive financial solutions demonstrates a commitment to excellence. Recognized for strong leadership qualities and strategic thinking, with a demonstrated ability to influence outcomes across cross-functional teams. Eager to leverage these skills in progressive leadership roles to drive innovation and enhance client satisfaction.
Overview
2026
2026
years of professional experience
Work History
Financial Partnership Officer
JMMB Group Jamaica
2024 - Current
- Facilitated comprehensive financial planning discussions to empower clients in the to realize life and investment objectives.
- Spearheaded growth initiatives for funds under management, deposits, and loan portfolios through strategic partnerships.
- Prepare credit proposals, conduct financial and credit analysis, and facilitate loan disbursements.
- Build and deepen long-term client partnerships by leveraging JMMB Group's full suite of solutions.
- Collaborate with internal stakeholders including Credit, Treasury, Compliance, and Operations to deliver seamless client outcomes.
- Deliver presentations and financial clinics to external partners and client groups.
- Uphold regulatory compliance, confidentiality, and risk management standards.
Managing Director
Paramount Business Services Limited
2017 - Current
- Led strategic initiatives to enhance organizational efficiency and drive profitability.
- Developed and implemented policies that improved operational performance across departments.
- Collaborated with executive team to define long-term business goals and objectives.
- Facilitated mentorship programs for senior management to strengthen leadership capabilities and promote talent growth.
- Plan and oversee advertising and promotion activities
- Write Strategic and Business Plans for customers
- Conducted comprehensive business advisory sessions to identify opportunities and mitigate risks.
Client Relations Officer
JMMB Group Jamaica
2021 - 2024
- Managed and grew a diverse client portfolio through proactive relationship management and financial advisory services.
- Conducted in-depth client interviews to assess financial needs, risk tolerance, and investment objectives.
- Generated and executed personalized investment plans aligned with client goals.
- Supported sales initiatives through prospecting, cross-selling, and up-selling of JMMB products.
- Delivered exceptional after-sales service, contributing to client retention and satisfaction.
- Identified opportunities and escalated special client cases to senior management when required.
Investment Advisor
Mayberry Investments Limited
2019 - 2021
- Analyzed market trends and offered tailored investment advice across diverse asset classes, including stocks, bonds, and fixed income portfolios.
- Assisted clients in articulating financial goals and executing well-informed investment strategies.
- Fostered trust through reliable performance and personalized service, strengthening client connections.
Loyalty and Travel Consultant
Sandals Ochi Beach Resort
2018 - 2019
- Championed guest retention by proactively securing future travel plans prior to departure.
- Oversaw the accuracy of bookings and conducted thorough reviews with guests.
- Leveraged promotional opportunities to drive sales and enhance customer satisfaction.
- Fostered relationships with guests through strategic engagement in company activities.
- Partnered with select team members to strengthen sales strategies and outcomes.
Bank Teller
Bank of Nova Scotia Jamaica Ltd.
2013 - 2017
- Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
- Assisted customers with inquiries, providing tailored solutions to enhance satisfaction and loyalty.
- Maintained cash drawer integrity through regular balancing and reconciliation practices.
- Trained new tellers on operational procedures and customer service best practices to ensure seamless service delivery.
Education
Bachelor of Science - Banking & Finance (Special)
University of The West Indies
Mona, JamaicaJamaica Securities Course -
Jamaica Stock Exchange
Management Skills For New Managers & Supervisors -
Dale Carnegie Training Centre Jamaica
Skills
- Effective team leadership
- Client Relationship Management
- Credit & Financial Analysis
- Regulatory Compliance & Risk Management
- Coaching & Relationship Building
- Creative problem-solving
- Financial planning expertise
- Portfolio management and revenue growth
- Sales Strategy & Business Development
- Stakeholder Engagement
- Strategic Planning
- Work Coordination
Accomplishments
- Delivered end-to-end financial solutions by advising clients on investments and lending options
- Strengthened client financial positions through strategic advice, responsible lending, and risk management
- Consistently achieved performance targets while maintaining compliance and portfolio quality
- Built and managed log-term client relationships across investment and credit products
- Increased funds under management by 30% within a year
- Awarded for exceeding sales targets by 126% FY 2023/2024 & 117% FY 2024/2025
- Awarded Highest Rate of Loan Approval upon initial submission 2025
Interests
Professional Affiliations And Community Involvement
Completed over 500 hours of voluntary service through JMMB Foundation, Mayberry Foundation, Sandals Foundation, Scotiabank Volunteer giving back to he community and those in need. Also collaborated with other nonprofit organizations to develop joint initiatives that benefited the broader community at large.
Timeline
Financial Partnership Officer
JMMB Group Jamaica
2024 - Current
Managing Director
Paramount Business Services Limited
2017 - Current
Client Relations Officer
JMMB Group Jamaica
2021 - 2024
Investment Advisor
Mayberry Investments Limited
2019 - 2021
Loyalty and Travel Consultant
Sandals Ochi Beach Resort
2018 - 2019
Bank Teller
Bank of Nova Scotia Jamaica Ltd.
2013 - 2017
Bachelor of Science - Banking & Finance (Special)
University of The West Indies
Jamaica Securities Course -
Jamaica Stock Exchange
Management Skills For New Managers & Supervisors -
Dale Carnegie Training Centre Jamaica