SHANTEYA THOMAS
East Brunswick,NJ
Summary
Client - focused implementation and onboarding professional with 15 years of experience in banking and regulated environments . Proven ability to guide clients through end -to end- onboarding and implementation process , including requirements gathering , documentation review, system setup, training, and cross-functional coordination. Highly skilled in managing multiple initiatives simultaneously, ensuring compliance and data accuracy, and delivering a seamless experience , and long term success
Overview
15
15
years of professional experience
Work History
Senior Implementation Specialist
FiservInc
09.2023 - 01.2026
- Led end to end implementation of complex software solutions for enterprise and mid market clients, from kick off through go live and post implementation support.
- Managed multiple concurrent implementations while consistently meeting project timelines and milestones.
- Configured system settings, integrations and data mapping to meet clients -specific needs.
- Oversaw data migration, validation, and testing to ensure accuracy and compliance.
- Delivered client training sessions and created implementation documentation and user guides.
- Translated technical concepts into clear, client-friendly language for non-technical clients.
Financial Services Representative
Fidelity Investments
02.2023 - 09.2023
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Reduced errors and rework by maintaining strong attention to detail and documentation standards.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Delivered guidance on financial regulations and requirements
- Conducted thorough reviews of sensitive client information with a high level of confidentiality.
Senior Universal Banker
INVESTORS BANK
07.2019 - 02.2023
- Staff development Business solution development, Addressed and resolved customer inquiries and complaints and engaged with customers to determine satisfaction levels with products offered.
- Identified missing or incorrect information early and proactively resolved issues to prevent onboarding delays.
- Served as first point of contact for clients and displayed positive first impressions through friendly and expert customer service.
- Guided new clients through account setup, documentation, and initial onbording process, ensuring accuracy and regulatory compliance.
- Collected, reviewed and validated client client documentation in accordance with internal polices and regulatory requirements (KYC,AML,CIP)
- Supported training and guidance for new team members on onboarding procedures and best practices.
Financial Services Representative
TD BANK
01.2016 - 07.2019
- Team leadership Staff development Strong verbal communication, Vault control to include cash orders, shipment verifications and vault logs.
- Conducts monthly operational staff meetings, provides guidance and training to over fifth teen junior staff members.
- Supervise Teller and CSR staff, ensuring adherence to banks policies, procedures and standards.
- Provide expertise in complex operational and risk management polices and procedures Develop investment relationships with fixed annuities, index annuities and life insurance.
- Cultivated strong relationships with business partners to ensure delivery of high quality customer service, on-going communication needs and operational consistency.
- Expert in uncovering needs of clients to assess individual financial situations and develop strategic financial planning solutions.
Personal Banker
PNC BANK
03.2011 - 08.2014
- Demonstrated professional etiquette manners when interfacing with customers, which resulted in 50%, improved feedback of customers
- Followed up with appropriate parties to make certain that all information and documentation was received in a timely fashion
- Developed a new system for generating sales leads which was implemented across the region
- Achieved personal production goals by expanding existing relationships and acquiring new relationships, utilizing effective calling techniques and leveraging bank products and services
Education
High School Diploma -
Elizabeth High School
Elizabeth, NJAccomplishments
Skills
- Verbal communication
- Risk Management
- Project Management
- Project planning
- Staff Development
- Investment planing
- Risk identification and Issue Resolution
- System mapping
Timeline
Senior Implementation Specialist
FiservInc
09.2023 - 01.2026
Financial Services Representative
Fidelity Investments
02.2023 - 09.2023
Senior Universal Banker
INVESTORS BANK
07.2019 - 02.2023
Financial Services Representative
TD BANK
01.2016 - 07.2019
Personal Banker
PNC BANK
03.2011 - 08.2014
Accomplishments
High School Diploma -
Elizabeth High School