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
Similar Profiles
Dazsha J. BoddenDazsha J. Bodden
Private Banking Associate at RBC Royal Bank (Cayman) LimitedPrivate Banking Associate at RBC Royal Bank (Cayman) Limited
Pierre ChristianPierre Christian
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank
SONA JOYSONSONA JOYSON
Fraud Prevention Analyst at RBC Royal BankFraud Prevention Analyst at RBC Royal Bank
STACEY P. BARRETTSTACEY P. BARRETT
Financial Solutions Specialist at PenFinancial Credit Union LtdFinancial Solutions Specialist at PenFinancial Credit Union Ltd
Brenda ZimmerBrenda Zimmer
Financial Solutions Specialist at First Commonwealth BankFinancial Solutions Specialist at First Commonwealth Bank