Summary
Overview
Work History
Skills
References
Timeline
Generic

Shawnis McFarland

Orange Park,FL

Summary

Professional with extensive experience in banking and operations. Recognized for attention to detail and problem-solving abilities, successfully coaching associates to exceed sales targets and improve service quality. Built and led high-performance teams focused on delivering exceptional customer service, resulting in increased sales, improved client retention, and a growing customer base.

Overview

15
15
years of professional experience

Work History

Full Time Caregiver

Stay At Home Mom
02.2019 - Current
  • Managed household operations, including scheduling and budgeting.
  • Provided full time care for my children providing emotional, social and cognitive growth.
  • Coordinated educational and extracurricular activities with strong attention to detail.
  • Developed strong communication and conflict-resolution skills through daily parenting challenges.

Banker

Bank Of America
Cayce, SC
06.2018 - 02.2019
  • Coached and assisted associates with career development, such as conducting mock interviews and leading sales training to enhance their close rates.
  • Advised customers on budgeting, credit, and long-term financial goals.
  • Handled customer inquires, resolved account issue to ensure a positive banking experience.
  • Built and maintained strong client relationships to increase customer loyalty and satisfaction.
  • Handled daily banking transactions such as deposits, withdrawals, funds transfers, and loan payments with accuracy and efficiently.
  • Maintained current knowledge of bank policies, financial products, and industry regulations.

Branch Operations Coordinator

New York Community Bank
Boca Raton, FL
11.2016 - 03.2018
  • Performed regular audits of branch activities to identify areas of improvement.
  • Oversaw daily branch operations to ensure compliance and accuracy.
  • Acted as a liaison between branch staff and corporate departments to resolve operational issues effectively and efficiently.
  • I traveled when needed to different branches to oversee bank operations and procedures, and to give feedback on business needs. As well as traveling for regional management seminars and workshops.
  • Prospected and generated new business opportunities through networking, in-person clients, and appointments managed by dashboard calling.

Personal Banker/Service

Wells Fargo N.A.
08.2010 - 11.2016
  • Supported upper management in identifying customer financial needs by introducing DDA products, savings and lending options, and personal financial services.
  • Lead a team of 15 or more associates to exceed monthly and yearly performance requirements through training and daily coaching in customer service and sales, using Wells Fargo's guide to track weekly progression.
  • Resolved customer inquiries and escalations of specific financial concerns to ensure customer satisfaction.
  • Acted as a liaison between the customers, bankers, and other lines of business.
  • i was chosen from a group of 8 from Contact Center Team Leaders, to participate in the Regions Career Fair with an objective of recruiting applicants for Relationship Banking positions.

Skills

  • Team leadership
  • Analytical
  • Attention to detail
  • Problem-solving
  • Dependable and responsible
  • Office 365 (Outlook,Excel,Office)

References

References available upon request.

Timeline

Full Time Caregiver

Stay At Home Mom
02.2019 - Current

Banker

Bank Of America
06.2018 - 02.2019

Branch Operations Coordinator

New York Community Bank
11.2016 - 03.2018

Personal Banker/Service

Wells Fargo N.A.
08.2010 - 11.2016

Similar Profiles

CREATE PROFILE
Shawnis McFarland