Sherryann Bourne

Private Banker
St. Thomas, Barbados

Professional Overview

Sherryann Bourne is an accomplished Private Banker with over 15 years of experience in the financial services industry. As a Private Banker at RBC, she leverages her extensive expertise in wealth management, client relationship building, and financial advisory to deliver tailored solutions that help high-net-worth individuals and families achieve their financial goals.

Experience Summary

Current Role

Private Banker, RBC (2019 - Present)

• Manages a portfolio of high-net-worth clients, providing personalized financial planning, investment management, and banking services

• Collaborates cross-functionally with investment specialists, tax advisors, and estate planners to develop comprehensive wealth strategies

• Consistently exceeds client satisfaction and retention targets through exceptional service delivery and proactive financial guidance

Career Progression

Senior Account Manager, Capita Financial Services Inc. (2017 - 2018)

• Oversaw a team of account managers responsible for servicing a diverse client base of corporate and institutional clients

• Developed and implemented strategic account management plans to drive client engagement, retention, and revenue growth

• Recognized as a top performer, earning the "Customer Service Excellence" award for two consecutive years

Operations Manager, Capita Financial Services Inc. (2015 - 2016)

• Streamlined operational processes and implemented workflow optimization strategies to enhance efficiency and service levels

• Trained and mentored a team of customer service professionals to improve first-call resolution and client satisfaction

Senior Supervisor Support, Republic Bank (Barbados) Limited (2007 - 2015)

• Provided leadership and guidance to a team of customer service representatives, ensuring exceptional client experience

• Spearheaded the implementation of a new customer relationship management system, resulting in improved data insights and sales performance

Academic Background

• Bachelor of Science in Business Administration, University of the West Indies (2007)

• Certificate in Wealth Management, Chartered Institute of Securities and Investments (2015)

Areas of Expertise

• Wealth management and financial planning

• Client relationship management and client service excellence

• Team leadership and operational optimization

• Financial analysis and investment advisory

Professional Impact

• Recognized as a top-performing Private Banker, consistently exceeding client satisfaction and retention targets

• Actively involved in the Barbados Economics Society, contributing to industry discussions and thought leadership

• Instrumental in driving operational improvements and workflow optimizations that enhanced service delivery and efficiency

Conclusion

Sherryann Bourne is a seasoned Private Banker with a proven track record of delivering exceptional client service and driving positive financial outcomes for high-net-worth individuals and families. Her extensive experience, industry expertise, and commitment to client success position her as a valuable asset to RBC and a trusted advisor to her clients.