Overview
Work History
Education
Skills
Personal Qualifications
Cxc
Activities
References
Timeline
Generic

Shanna Charles

Bronx,New York

Overview

18
18
years of professional experience

Work History

Assistant Director

Youth Division Summer Day Camp in Roseau
01.2004
  • Assistant Director, Youth Division Summer Day Camp in Roseau

Tutor

Youth Division Summer Day Camp in Canefield
01.2003
  • Tutor, Youth Division Summer Day Camp in Canefield

Financial Support Worker

Royal Bank of Canada, RBC
02.2019 - 04.2021

- Monitors and Manages branch e-mails, actions and distributes accordingly

- Manages branch Invoice payments Bill

- Manage stationery, kitchen/toiletry supplies

- Approve Dormant /Unclaimed Accounts

- Authorization of Transactions

- Clearing and replenishing the ABM, CDU

- Vault Activities e.g. open and/or close vault etc.

- Approve Overrides on financial transactions

- Privacy Officer; perform spot checks throughout the Unit

- Manage Suspense Account; ensuring all entries are reversed and reconciled daily

- Managing of issues regarding premises

  • Collaborated effectively with cross-functional teams to support business decision-making through the provision of timely financial insights.
  • Ensured compliance with financial regulations by staying current on legislation and company policies, as well as conducting regular audits of financial records.
  • Assisted in the preparation of tax filings, ensuring timely submission and compliance with relevant regulatory requirements.
  • Managed payroll processing activities efficiently, ensuring accurate disbursement of funds to employees while adhering to relevant tax and labor laws.
  • Increased efficiency of accounts receivable management by automating invoicing and payment tracking systems.
  • Enhanced financial reporting accuracy by streamlining data entry and reconciliation processes.

Member Champion

Royal Bank of Canada, RBC
01.2019 - 01.2021
  • Championed Royal Bank Health, and Safety Committee / Privacy Champion

Member Champion

Royal Bank of Canada, RBC
01.2015 - 12.2015
  • Championed Royal Bank wellness month

Customer Service Representative

Royal Bank of Canada, RBC
07.2007 - 12.2012
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Receptionist

Continental Inn
05.2006 - 07.2006
  • Worked at Continental Inn as Receptionist

President

Loubiere Young Organization
01.2005 - 01.2006
  • President, Loubiere Young Organization

Education

12.2024

12.2024

Bachelor’s Degree in Management -

Ashworth University
09.2024

Certificate - Human Resources Management

The University of The West Indies
03.2024

12.2022

12.2022

12.2019

12.2019

12.2019

12.2019

12.2014

Computer Literacy Course -

Youth Development Division
12.2006

Dominica State College -

12.2006

12.2006

Wesley High School -

12.2004

12.2004

12.2004

Multi-Disciplinary Leadership Course -

06.2004

Skills

  • Strong problem–solving and analytical skills
  • Ability to use sound judgement
  • Ability to access potential risk to the Bank
  • Flexible team player
  • Excellent organizational skills, meticulous and thorough in approach
  • Computer literate with advanced proficiency in Microsoft Soft, relevant accounting packages and technically proficient (Computer Skilled)
  • Ability to identify and assess trends and changes in the global marketplace and to influence positive change
  • Cash Handling
  • Sales and Customer Service
  • Multitasking
  • Time management
  • Organizational Skills
  • Dependable and Responsible
  • Being actively involved in group activities
  • Working with all personality types
  • Organizing events
  • Decision making

Personal Qualifications

  • Certificate of Achievement in Haman Resource Management 1 March 2024
  • Combating Money Laundering and Terrorist Financing, 2021-2022
  • National Bank of Dominica Code of Conduct Learning Program for Employees, 2021- July 2024
  • Fundamentals of Privacy and Security Training Program, 2021-July 2024
  • National Bank of Dominica valuable Support & Contribution & Service, 2022
  • Royal Bank of Canada valuable Support & Contribution to the team Awardee, 2019
  • Combating Money Laundering and Terrorist Financing,2019
  • Royal Bank of Canada Code of Conduct Learning Program for Employees, 2019
  • Fundamentals of Privacy and Security Training Program, 2019
  • Royal Bank Gold Awardee, 2014
  • Associates degree in Business Administration, 2006
  • Certificate in Multi-Disciplinary Leadership Course, 2004
  • Certificate of Proficiency in the areas of: Academic Achievement, Conduct and School and Public Spirit, 1998-2004

Cxc

  • General History
  • General English
  • General Mathematics
  • General Principle of Accounts
  • General Spanish
  • General Integrated Science
  • General Principle of Business

Activities

  • Provides input and assist in preparing the Annual Business Plan, Budgets and proposed Operational Strategy for Securities and Administrative Department for submission by June annually
  • Maintains and files legal documents in an organized manner to allow for timely and orderly retrieval
  • Maintain record of all collateral securities on the computerized system ensuring outstanding securities are followed up on a regular basis
  • Ensures all insurance premiums are current and renewed and customer’s files updated as required minimizing risk and loss and protecting the Bank’s interest should it become necessary
  • Ensure follow-up of vehicle and house owners’ policies on a daily basis to ensure that they are up to date.
  • Monitors and Manages branch e-mails, actions and distributes accordingly
  • Manages branch Invoice payments, Bills etc.
  • Manage stationery, kitchen/toiletry supplies
  • Approve Dormant /Unclaimed Accounts
  • Authorization of Transactions
  • Clearing and replenishing the ABM, CDU
  • Vault Activities e.g. open and/or close vault etc.
  • Approve Overrides on financial transactions
  • Privacy Officer; perform spot checks throughout the Unit
  • Manage Suspense Account; ensuring all entries are reversed and reconciled daily
  • Managing of issues regarding premises
  • Managing client queries via email, telephone and face to face
  • Verifying of new account open packages for the tellers
  • Managing by preparing Proof and ensures that EOD (End of Day) reports are pulled; daily reconciliation of Net Clearing and Payment accounts
  • Receive, log and distribute legal documents
  • Ensures the daily dispatch of miscellaneous request via internal pouch/bag
  • Participated in past Royal Bank’s Blue Water Day, RBC home and Auto Car shows etc.
  • Member of the Royal Bank Gala Committee from 2014
  • Enhanced the ambience of Royal Bank, utilizing decorating skills
  • A wide range of other activities
  • Managing of sick-leave and vacation planner for employees
  • Managing EFT (Electronic Funds Transfer) payments for other companies using excel

References

  • Tracey Joseph, Executive Human Resource Manager, National Bank of Dominica, tjoseph@nbd.dm
  • Ms. Enda Henry, Previous Branch Manager, Royal Bank of Canada, enda.henry@rbc.com
  • Miss Catherine Abraham, Lecturer, Dominica State College, (767) 440-1129

Timeline

Financial Support Worker

Royal Bank of Canada, RBC
02.2019 - 04.2021

Member Champion

Royal Bank of Canada, RBC
01.2019 - 01.2021

Member Champion

Royal Bank of Canada, RBC
01.2015 - 12.2015

Customer Service Representative

Royal Bank of Canada, RBC
07.2007 - 12.2012

Receptionist

Continental Inn
05.2006 - 07.2006

President

Loubiere Young Organization
01.2005 - 01.2006

Assistant Director

Youth Division Summer Day Camp in Roseau
01.2004

Tutor

Youth Division Summer Day Camp in Canefield
01.2003

Bachelor’s Degree in Management -

Ashworth University

Computer Literacy Course -

Youth Development Division

Dominica State College -

Wesley High School -

Multi-Disciplinary Leadership Course -

Certificate - Human Resources Management

The University of The West Indies
Shanna Charles