Summary
Overview
Work History
Education
Skills
Certification
Timeline
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LEO EBANKS

Summary

Dedicated Financial Solutions Specialist with over 7 years of progressive banking experience, specializing in credit, personal and auto lending, and client portfolio management. Proven track record of surpassing sales targets while delivering excellent customer service. Seeking to leverage my expertise and results-driven approach in a Business Banking Officer role.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Solutions Specialist

RBC Royal Bank (Cayman) Ltd
03.2022 - Current
  • Manage a diverse client portfolio, offering tailored financial solutions across banking, credit, and investment products
  • Drive loan sales and meet aggressive monthly and quarterly targets
  • Booked $2,051,437.70 in total credit sales for fiscal year 2022-2023
  • Booked $2,445,060.77 in total credit sales for fiscal year 2023-2024
  • Provide consistent, high-level customer service to meet clients' evolving financial needs
  • Conduct regular client reviews and recommend adjustments to meet financial goals
  • Ensure strict adherence to compliance and risk policies

Financial Solutions Associate

RBC Royal Bank (Cayman) Ltd
01.2017 - 03.2022
  • Supported credit applications and client onboarding
  • Reviewed and vetted financial documents, assisted with credit reports
  • Met quarterly sales targets for credit cards and accounts
  • Trained in programming RBC terminals and merchant systems
  • Delivered onboarding support for online banking

Guest Service Agent

Marriott Beach House
01.2016 - 01.2017
  • Assisted engineering and maintenance team
  • Handled guest inquiries, complaints, and radio communications

Tech Assistant (PT)

CompuCay
01.2016 - 01.2017
  • Installed hardware, setup networks, and supported customers
  • Boosted service subscriptions through client engagement

Operations Intern

Cayman Islands Football Association
01.2015 - 01.2015
  • Managed data entry, deliveries, field maintenance, and clerical support

Education

CISCO Networking Academy

University College of the Cayman Islands
01.2021

Computer Technician Certification

University College of the Cayman Islands
01.2016

High School Diploma - Math, English, Employability, Sports & Leisure

Cayman Islands Further Education Centre
01.2015

High School Diploma -

Clifton Hunter High School
01.2015

Skills

  • Financial Needs Analysis
  • Sales & Portfolio Growth
  • Risk & Compliance Awareness
  • Client Relationship Management
  • Problem Solving & Critical Thinking
  • Team Collaboration
  • Tech-Savvy with Banking Systems

Certification

  • Anti-Money Laundering
  • Customer Service Excellence

Timeline

Financial Solutions Specialist

RBC Royal Bank (Cayman) Ltd
03.2022 - Current

Financial Solutions Associate

RBC Royal Bank (Cayman) Ltd
01.2017 - 03.2022

Guest Service Agent

Marriott Beach House
01.2016 - 01.2017

Tech Assistant (PT)

CompuCay
01.2016 - 01.2017

Operations Intern

Cayman Islands Football Association
01.2015 - 01.2015

Computer Technician Certification

University College of the Cayman Islands

High School Diploma - Math, English, Employability, Sports & Leisure

Cayman Islands Further Education Centre

CISCO Networking Academy

University College of the Cayman Islands

High School Diploma -

Clifton Hunter High School
LEO EBANKS