Aweng Lual
Windsor,ON
Summary
Highly accomplished and adaptable bank Advisor with extensive experience in providing exceptional customer service and delivering tailored financial solutions to high-net-worth and clients of all levels and backgrounds. Proficient in a diverse range of competencies. Exceptional knowledge in wealth management, estate planning, investment products and lending. Proven track record helping clients meet their financial and retirement goals. Fluent in English, Arabic, and Dinka, with a proven ability to build and maintain strong client relationships while exceeding satisfaction ratings. Recognized for leadership, decision-making skills, and consistent performance through awards and certifications in the financial industry. Adept at thriving in fast-paced, dynamic environments and consistently delivering exceptional financial services.
Overview
8
8
years of professional experience
Work History
Bank Advisor
Windsor Ontario
09.2022 - Current
- Proactively engage with clients in the branch and community, uncovering banking needs and identifying sales and referral opportunities.
- Prioritize client education and use technology to enhance client experience, drive sales, and maintain client relationships.
- Provided expert advice on investment options tailored to each client's unique financial goals.
- Assisted clients with opening accounts, provide comprehensive explanations of available financial products and services.
- Navigated sensitive situations involving customer complaints or disputes while maintaining a professional demeanor at all times.
- Streamlined loan application processes to expedite approvals and facilitate positive borrower experiences.
- Conducted thorough risk assessments for potential loans, ensuring compliance with internal policies and regulatory guidelines.
- Contributed to branch success by proactively identifying opportunities for process improvements and cost savings measures.
- Increased customer satisfaction by addressing and resolving complex banking issues.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Informed clients of strategies for reducing debt and maximizing savings.
Client Advisor
Royal Bank Of Canada
06.2021 - 09.2022
- Attain consistently high client satisfaction ratings by delivering in-depth explanations of available financial options.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
- Display adept cash management skills within the branch, overseeing cash shipments and orders in accordance with established policies and procedures.
- Play a pivotal role at onboarding and training of newly hired Client Advisors, contributing to their professional development.
- Foster and maintain collaborative relationships with partners.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Educated customers to use bank website and mobile apps.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assist as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
Team Member
KFC
08.2020 - 07.2021
- Ensured strict adherence to food safety procedures to uphold product preparation standards.
- Provided exceptional customer service through welcoming, accurate order-taking, prompt delivery, and appreciation for patrons.
- Mentored and trained new team members, covering cashiering skills, product knowledge, and safety practices.
- Proficiently handled cash transactions while identifying guest preferences and suggesting additional offerings.
- Actively educated customers about new promotions and surveys to enhance engagement and loyalty.
Interpreter, Coordinator
Perth Huron Multicultural Association
02.2019 - 07.2021
- Facilitated language interpretation, bridging Arabic and Dinka to English, to aid newcomers in understanding and communication.
- Offered essential contextual information to enhance newcomers' comprehension and provided details about available services.
- Coordinated social events, including Welcome Committees, Canada Day celebrations, and various holiday festivities.
- Efficiently managed office duties such as call reception and the dissemination of community resources.
- Provided simultaneous translation services for conferences, meetings, seminars and interviews.
- Enhanced client satisfaction by promptly addressing concerns and resolving issues related to interpreter services.
- Conducted regular performance reviews with interpreters, identifying areas for improvement and providing constructive feedback for growth
- Maintained an up-to-date database of available interpreting resources, facilitating efficient allocation during periods of high demand or absences due to illness or vacation time.
Customer Service Representative
Teleperformance Expedia Canada
01.2016 - 01.2018
- Achieved and sustained a remarkable 99% customer satisfaction rate, positioning the team as the top performer on the floor for 11 consecutive months.
- Orchestrated large-scale events, including conferences and retreats, accommodating up to 200 attendees.
- Provided expert advice to current and potential clients, offering insights into destination options, including pros and cons.
- Recognized for outstanding performance, nominated for 2 promotions within 11 months, transitioning to different departments as a supervisor. Selected to present and educate teams on CRM system usage and best practices.
- Proficiently handled travel reservations, utilizing CRM and booking systems, successfully resolving an average of 48 inquiries per day.
Education
Certificate - CIFP
Canadian Securities Institute
Toronto, ON03.2024
Postgraduate Certificate - Financial Technology
Seneca College
Toronto01.2024
Certification - Canadian Investment Funds ( IFIC )
IFSE
Mississauga, ON07.2022
Postgraduate - Administrative Business Management
Conestoga College
Kitchener, ON05.2021
Skills
- Mortgage renewals
- Lending
- Portfolio Management
- Investment Advisory
- Sales proficiency
- Investment advice & planning
- Mutual funds
- Debt management
- Financial Advising
- Asset Allocation
- Cash Flow analysis
- Relationship building and management
- Estate Planning
Timeline
Bank Advisor
Windsor Ontario
09.2022 - Current
Client Advisor
Royal Bank Of Canada
06.2021 - 09.2022
Team Member
KFC
08.2020 - 07.2021
Interpreter, Coordinator
Perth Huron Multicultural Association
02.2019 - 07.2021
Customer Service Representative
Teleperformance Expedia Canada
01.2016 - 01.2018
Certificate - CIFP
Canadian Securities Institute
Postgraduate Certificate - Financial Technology
Seneca College
Certification - Canadian Investment Funds ( IFIC )
IFSE
Postgraduate - Administrative Business Management
Conestoga College
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