Brannita Buchanan-Bowles
Summary
Accomplished finance professional with over 17 years of progressive experience in commercial banking and client services. Recent Summa Cum Laude graduate with a Bachelor of Science in Business Administration with a concentration in Finance from DeVry University. Currently pursuing an MBA at Keller Graduate School of Management. Proven expertise in managing client services, implementing compliance measures, and driving sales performance. Known for exceptional attention to detail, organizational skills, and a strong commitment to excellence. Eager to leverage extensive experience and advanced education in a senior finance role to contribute to strategic initiatives and enhance organizational success.
Overview
18
18
years of professional experience
Work History
Manager of FINCO Client Services
RBC FINCO Carmichael Road Branch
08.2022 - Current
- Lead branch operations including client engagement, triage, and digital platform transition
- Oversee new account openings, mortgage and deposit account queries, and estate matter processing
- Manage UARG reports and monitor branch GL accounts to ensure accuracy and proficiency
- Conduct client investigations and drive compliance with Anti-Money Laundering (AML) and fraud mitigation policies
- Recognized with RBC Performance Leadership Award and multiple sales achievement awards.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Accomplished multiple tasks within established timeframes.
Retail Assistant
RBC FINCO Palmdale Branch
01.2020 - 08.2022
- Facilitated new account openings, mortgage queries, and loan investigations
- Successfully cross-sold bank products, contributing to notable increases in sales
- Awarded for exceptional performance in the Win It All Sales Campaign.
Customer Service Specialist
Swiss America Securities Ltd.
11.2018 - 11.2019
- Managed client inquiries related to account balances and NYSE market trading
- Resolved technical issues on trading platforms, ensuring smooth client transactions.
- Adapted quickly to changes in company policies or procedures ensuring consistency in delivering accurate information to customers.
- Managed high call volume while maintaining a courteous and professional demeanor.
Business Sales Support Officer
CIBC FirstCaribbean International Bank
12.2016 - 11.2018
- Supported small business clients with loan applications, overdrafts, and customs bonds
- Prepared and managed loan documentation and followed up on legal processes
- Generated weekly sales reports to track branch performance and facilitate new business accounts.
Customer Service Officer
CIBC FirstCaribbean International Bank
07.2012 - 12.2016
- Processed transactions, managed client accounts, and cross-sold bank products
- Received awards for outstanding sales referrals and customer service.
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
Customer Service Representative
CIBC FirstCaribbean International Bank
04.2008 - 07.2012
- Conducted transaction processing, managed credit card and loan account transactions, and resolved client complaints
- Recognized as Regional Employee of the Year for exceptional performance.
- Responded to customer requests for products, services, and company information.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Branch Ambassador
CIBC FirstCaribbean International Bank
06.2006 - 04.2008
- Greeted customers, scheduled appointments, and managed cross-selling initiatives.
- Improved customer satisfaction by providing personalized service and addressing concerns promptly.
- Streamlined client onboarding process, resulting in improved client retention rates.
- Delivered exceptional customer service by identifying opportunities for cross-selling additional products and services based on client needs.
Education
Master of Business Administration (MBA) -
Keller Graduate School of Management
12.2025
Bachelor of Science in Business Administration, Concentration in Finance -
DeVry University
06.2024
Skills
- AML and Compliance Knowledge
- Strategic Sales and Marketing
- Advanced Analytical Thinking
- Strong Leadership and Team Collaboration
- Proficient in Microsoft Office Suite
- In-depth Knowledge of Financial Regulations
- Exceptional organizational and time management skills
- Proven ability to handle multiple tasks and prioritize effectively
- Strong attention to detail and analytical skills
- Demonstrated leadership and commitment to team success
- Verbal and written communication
- Complex Problem-Solving
Certifications/Training
Annual Training in Anti-Money Laundering (AML), KYC, Compliance, and Fraud Mitigation
Affiliations
- Delta Mu Delta International Honor Society in Business
Timeline
Manager of FINCO Client Services
RBC FINCO Carmichael Road Branch
08.2022 - Current
Retail Assistant
RBC FINCO Palmdale Branch
01.2020 - 08.2022
Customer Service Specialist
Swiss America Securities Ltd.
11.2018 - 11.2019
Business Sales Support Officer
CIBC FirstCaribbean International Bank
12.2016 - 11.2018
Customer Service Officer
CIBC FirstCaribbean International Bank
07.2012 - 12.2016
Customer Service Representative
CIBC FirstCaribbean International Bank
04.2008 - 07.2012
Branch Ambassador
CIBC FirstCaribbean International Bank
06.2006 - 04.2008
Master of Business Administration (MBA) -
Keller Graduate School of Management
Bachelor of Science in Business Administration, Concentration in Finance -
DeVry University
Similar Profiles
André McKnight, JrAndré McKnight, Jr
Deli Clerk at ACME (Red Lion Road Branch)Deli Clerk at ACME (Red Lion Road Branch)
Erin EllisonErin Ellison
Library Assistant at Wake County Public Libraries - Green Road BranchLibrary Assistant at Wake County Public Libraries - Green Road Branch
Abdul Razak YahayaAbdul Razak Yahaya
Truck Driver, at Ghana Private Road Transport Union Kintampo BranchTruck Driver, at Ghana Private Road Transport Union Kintampo Branch