Sherlin Foster-Roach
Brooklyn
Summary
Results-driven banking professional with a history of surpassing targets and enhancing customer experiences. Strong ability to foster business relationships and deliver exceptional service, contributing to overall portfolio growth and customer loyalty.
Overview
28
28
years of professional experience
Work History
Sales Assistance
WH Christian & Sons
Brooklyn
01.2022 - Current
- Generated price quotes and processed client orders.
- Assisted customers with product inquiries, providing guidance and resolving issues to ensure satisfaction.
- Scheduled appointments and follow-ups for account executive, fostering stronger client engagement.
- Supported account executive in nurturing customer relationships and uncovering new business opportunities.
- Responded to customer emails within two hours, ensuring effective communication.
- Prepared contracts and proposals, ensuring timely delivery for customer requests.
- Provided administrative support, managing calendars and scheduling meetings for executive team.
- Developed filing systems for important documents and correspondence to improve organization.
FC Associate
Amazon Corporation
07.2020 - 04.2022
- Focused on customer experience, quality, safety, and productivity to ensure efficient and accurate warehousing of inbound products for prompt retrieval and delivery.
- Operated material handling equipment to move inventory efficiently.
- Scanned incoming products with radio-frequency scanners and entered products into inventory management system for smooth stock tracking and customer order fulfillment.
- Maintained accurate inventory records using warehouse management systems.
- Processed incoming shipments and organized products for storage.
- Collaborated with team members to ensure timely order fulfillment.
- Collaborated with departments to enhance customer service and streamline order fulfillment.
- Training in Problem Solving to resolve problems associated with products between the seller and the timely delivery to customers.
- Adhered to safety protocols while performing tasks in a fast-paced environment.
- Mastered complete production flow to allow effective service anywhere, troubleshot flow or machinery issues and strictly adhered to safety, quality and production standards.
Receptionist Administrator
The Office of Joseph Pell Lombardi, Architects
New York
02.2020 - 05.2021
- Enhanced customer experience by answering phones, setting appointments, and assisting supervisor with reports and additional tasks.
- Answered incoming calls in a professional and polite manner, responding to customer queries or directing them to the relevant department.
- Managed phone calls and directed inquiries to appropriate staff members.
- Created a positive first impression for clients and visitors upon arrival.
- Created a welcoming environment by keeping reception area tidy and inviting.
- Ensured easy access to information by maintaining accurate files and organizing documents.
- Responded promptly to emails from customers and other departments within the organization.
- Adhered to company policies regarding confidentiality of sensitive information.
- Participated in regular training sessions related to customer service best practices.
Relationship Officer
National Commercial Bank Jamaica Limited
02.2018 - 01.2020
- Supported Manager in managing relationships for middle market segment across five branches with loan portfolio exceeding $10B.
- Deliver strong overall profitable growth in the portfolio of business assigned by developing effective customer relationships, understanding of the financial health of the customer businesses, and generating growth in loans, deposits and related income.
- Scan the environment, identify and capitalize or mitigate economic, competitive, regulatory, industry and customer behavioral trends in order to achieve the Unit’s growth and customer service obligations.
- Maintained customer service, transaction accuracy, portfolio quality, and operational efficiency by assessing proposals, fulfilling customer commitments, regularizing delinquent accounts, and timely submitting documentation and reports.
- Collaborated with key stakeholders to address performance obstacles and enhance service delivery.
- Managed branch operations as Relief Branch Manager during scheduled leave.
- Achievements - Financial Year (2017 – 2018): Surpassed 100% in all defined targets: loans, fee income, deposits. Top Performer (2018-2019).
Business Banker, Loans Officer & Banking Operations Supervisor
National Commercial Bank Jamaica Limited
09.1998 - 02.2018
- Outlined significant achievements in financial performance from 1998 to 2017. Expanded portfolio by over 60% with new business development; Surpassed 100% in all defined targets: credit cards, loan, deposit. NCB Diamond Club Member. Top Business Loan Sales – Business Banker. Top Deposit Sales – Business Banker. Consistently referred in excess of 200% sales referrals per annum. Provide training to newly recruited staff (Tellers). Top Head Teller of the Quarter.
- Acquired and serviced large business accounts, serving as primary contact for transactional banking needs.
- Maintained and developed relationships with business community, promoting banking services and analyzing customer portfolios to enhance customer satisfaction.
- Maintained relationships with subsidiaries across business lines to identify and capitalize on cross-sell opportunities.
- Utilize superior communication abilities to build and maintain positive customer relationships.
Education
Diploma - Accounting, Banking & Finance
Duffs Business College, Jamaica
Jamaica01-1991
High School Diploma -
DeCarteret College
Mandeville, Jamaica01-1989
Some College (No Degree) - Banking
University of Technology
Kingston JamaicaSkills
- Price quoting
- Order Preparation
- Contract drafting
- Contract Preparation
- Leads Generation
- Cross-selling
- Upselling strategies
- Follow-up management
- Order Management
- Client Support
- Customer management
- Client relationship management
- Customer needs analysis
- Data Collection
- Process Improvement
- Complaints Handling
- Effective communication
- Written communication
- Team collaboration
- Time management
- Multitasking
- Target-driven
- Relationship Management
- Rapport Building
- Customer service orientation
- Problem solving
- Advanced problem-solving
- Risk Management
- Target-driven
- Multitasking
- Written communication
- Customer management
Associations Affiliations
- Treasury – Wolmer’s High School for Girls P.T.A.
- Treasury – Diocese of Jamaica - Portmore Deanery Sunday School
- Sunday School Teacher – Church of the Reconciliation (Anglican)
- School Leadership Committee - Parent Representative - John Adams High School, Queens N.Y.
- PTA Treasury – John Adams High School – Queens N.Y.
Signature Qualifications
- Relationship Management
- Rapport Building
- Cross-selling
- Quality Profit Earnings
- Compliance Assurance
- Risk Management
- Operational Control
- Data Collection
- Process Improvement
- Complaints Handling
- Contract Preparation
- Leads Generation
- Order Preparation
- Follow-up
- Relationship building
Timeline
Sales Assistance
WH Christian & Sons
01.2022 - Current
FC Associate
Amazon Corporation
07.2020 - 04.2022
Receptionist Administrator
The Office of Joseph Pell Lombardi, Architects
02.2020 - 05.2021
Relationship Officer
National Commercial Bank Jamaica Limited
02.2018 - 01.2020
Business Banker, Loans Officer & Banking Operations Supervisor
National Commercial Bank Jamaica Limited
09.1998 - 02.2018
Diploma - Accounting, Banking & Finance
Duffs Business College, Jamaica
High School Diploma -
DeCarteret College
Some College (No Degree) - Banking
University of Technology