Shannon Bannister

Plan Compliance & Process Excellence Partner | Helping Teams Work Smarter & Stay Aligned

Role
Lead, Plan Compliance & Process Excellence at TIAA
Location
Concord, NC, US
LinkedIn followers
500 followers

About Shannon Bannister

I help teams work smarter through simplified processes, aligned structures, and trusted systems that deliver clarity and efficiency.With 30 years spanning client services, counseling, operations, quality assurance, and plan compliance, I bring a seasoned lens to complex environments—designing practical frameworks that strengthen accountability, support learning, and sustain process excellence over time.

Experience

  1. Lead, Plan Compliance & Process Excellence

    TIAA

    Jun 2021 — Present · Charlotte, NC, US

    Strategic compliance and process excellence lead supporting organizational effectiveness across quality assurance, audit preparedness, and associate learning.Known for simplifying complex heavy environments, strengthening cross-functional collaboration, and equipping teams with clear tools, structure, and standards that drive accuracy, confidence, and performance.

Education

  • Strayer University

    Bachelor of Business Administration - BBA

  • Strayer University

    Master of Business Administration - MBA

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