Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Business Analyst
TD Bank
CALGRAY, AB
03.2022 - Current
Conducted interviews with key business users to collect information on business processes and user requirements.
Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
Improved business direction by prioritizing customers and implementing changes based on collected feedback.
Met with stakeholders to establish favorable business relationships and support mutually beneficial interests.
Assessed impact of current business processes on users and stakeholders and evaluated potential areas for improvement.
Banking Advisor
Royal Bank of Canada
CALGARY, AB
04.2020 - 03.2022
Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
Extended and sustained relationships with customers to maintain and grow business.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Client Advisor
Royal Bank of Canada
Calgary, AB
02.2015 - 04.2020
Informed and suggested new banking products to customers.
Assessed client's viability for financial services and facilitated closings and referrals.
Contributed to bank marketing and awareness campaigns to grow customer base.
Managed customer requests while mitigating potential risk to bank.
Assisted customers in depositing and withdrawing cash.