Aarya Pala
Hamilton,ON
Summary
Supporting clients with their banking need and routine credit Maintenance.
Additionally, helping clients to contribute to generating meaningful and memorable client experiences to promote client happiness and loyalty may involve teaching a client how to use digital banking, onboarding a new customer, or recommending a challenging opportunity to an expert. Additionally, it includes helping clients with a variety of financial activities, and engaging clients in conversation to better comprehend their unique needs. Lastly, interacting with clients in the area, discovering banking needs, offering assistance and counsel, as well as identifying sales and referral.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Operations Officer
Royal Bank of Canada
Toronto, ON
08.2023 - Current
- Maintained accurate financial records including invoices, payments, receipts, and other transactions.
- Reporting and back office.
- Established policies and procedures for day-to-day operations that comply with company standards and regulations.
- Investigating the requests that are sent from the call center/ branches and keeping deadlines in mind.
- Accurate addressing to ensure privacy and confidentiality of client information.
- Coordinated with cross-functional teams to ensure smooth operations.
- Communicated with departmental leaders to identify and solve daily operations issues.
- Identifying trends and recommending possible solutions.
Banking Advisor - Advice Centre
Royal Bank of Canada
Mississauga, ON
03.2022 - 08.2023
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Recommended products to customers, thoroughly explaining details.
- Delivered prompt service to prioritize customer needs.
- Met customer call guidelines for service levels, handle time and productivity.
Education
DIPLOMA - BUSINESS INTERNATIONAL
CONESTOGA COLLEGE
KITCHENER12.2021
Skills
- Banking Policies and Procedures
- Deposit Verification
- Regulatory Compliance
- Investigating
- Analytical and technical thinking
- Microsoft Office
- Communication
- Verbal/written communication
- Balance Verification and Reconciliation
- Time management
Certification
Preparing for IFC (Investment funds in Canada) Expected in next 3months.
Timeline
Operations Officer
Royal Bank of Canada
08.2023 - Current
Banking Advisor - Advice Centre
Royal Bank of Canada
03.2022 - 08.2023
DIPLOMA - BUSINESS INTERNATIONAL
CONESTOGA COLLEGE
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