Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

SHAVAR FRANCIS

Fort Lauderdale

Summary

With a proven track record, I excel in portfolio management and exceptional customer service, enhancing client relationships and satisfaction. My expertise spans risk assessment and relationship building, managing customer executive relationships through business reviews, strategic escalations, and administration of customer contracts significantly contributing to branch operations. I've mentored staff and led by example, achieving high audit scores through meticulous compliance and problem-solving abilities.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Retail Banker

TD Bank NA
02.2023 - Current
  • Customer Relationship Management
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
  • Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.

Senior Bank Teller

Jmmb Bank
12.2021 - 12.2022
  • Delivered exceptional customer service during high-volume periods, effectively managing wait times and workloads.
  • Maintained a balanced cash drawer with meticulous attention to detail, ensuring accuracy in all transactions.
  • Played a key role in achieving consistently high audit scores by adhering to strict compliance policies and procedures.
  • Assisted branch management with audits and compliance requirements, maintaining an exemplary record of accuracy.
  • Resolved customer inquiries or issues promptly, escalating more complex situations to appropriate personnel when necessary.
  • Served as a mentor to new tellers, sharing best practices for optimal performance and professional growth.

Bank Teller

Jmmb Bank
06.2018 - 11.2021
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Counted and packaged currency and coins.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.

Education

Bachelor of Science - Business Administration And Management

UNIVERSITY OF THE COMMONWEALTH CARIBBEAN
JAMAICA
06-2024

Skills

  • Branch operations
  • Portfolio management
  • Problem-solving abilities
  • Exceptional customer service
  • Relationship building and management
  • Customer relationship management
  • Risk assessment
  • Business customer support
  • Product knowledge
  • Interpersonal skills

Certification

  • Notary Public - [Florida] Secretary of State or other designated state authority.

Interests

  • Community Cleanup
  • Enjoy participating in [Fitness] for overall physical and mental well-being
  • Cooking
  • Tech enthusiast, passionate about exploring the latest advancements and innovations
  • Backpacking and Hiking

Timeline

Retail Banker

TD Bank NA
02.2023 - Current

Senior Bank Teller

Jmmb Bank
12.2021 - 12.2022

Bank Teller

Jmmb Bank
06.2018 - 11.2021

Bachelor of Science - Business Administration And Management

UNIVERSITY OF THE COMMONWEALTH CARIBBEAN

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SHAVAR FRANCIS