Aakansha Gupta

· Created lasting connections through empathy, continued advice, acquired new clients. and offered long term financial planning.

· Onboarded new clients through account openings, credit card applications.

· Presented options for debit consolidations and financial reviews through goal planning, discussing registered saving account options and budgeting.

· Referring clients to partners within RBC for mortgage and investment needs through which approximately 5.7 million in new sales were acquired in the duration of 8 months.

· Solving credit needs through applications for line of credits and secured loans.

· Offering different revenues of investment options through registered and unregistered investment accounts.

· Initiation of a RBC pilot project - Meeting Place Evolve, the first digital branch successfully launched in Milton.

· Proactively reaching out to clients regarding their investment, mortgage renewals and day to day banking needs

· Executing thorough discovery into each client's financial picture to provide advice beyond immediate needs to help clients save funds long term.

· Propositioning RBC partners for small business owners to offer business management for growing trade.

· Educating clients on digital banking to provide solutions for banking needs.

· Responsible for cash handling, managing client orders while keeping detailed log of cash received and distributed daily. Guiding clients in day-to-day transactions

· Established and maintained relationship with individual and small business clients by providing tailored advice and service, follow-up contact and maintaining sales.

· Examined client needs and providing products and services to best match their needs, such as, account and credit card upgrades, monthly rebates, etc.

· Strong digital literacy, internally using technology to deliver on our client experience which drove sales and retention.

· Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.

· Assisted in training new team members, sharing best practices and expertise in Client Advisor role.

· Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.

· Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.

· Completed daily logs, tracked data and managed clients' book of business.

· Facilitated smooth transactions between clients by coordinating with internal departments such as operations, legal, or compliance.

· Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.

· Responsible for accurate receiving, storing, and shipping products while maintaining government regulations.

· Participated in inventories while noting variances and discrepancies.

· Identified non-conformities within the quality management systems.

· Organized a high volume of products while decanting and replenishing.

· Support team to healthcare professionals and THP staff called the Elbow Support Staff, during the implementation of the new information system (EPIC).

· Served as first-line problem solver, application expert and point of escalation to Command Centre if required.

· Trained staff about the operations within EPIC (COVID Assessment Centre, Medicine Stroke, Surgery (PACU), Mental Health, Oncology, Ortho)

· Maintained a high level of professionalism while managing sensitive and confidential information.