Working in a positive and growth friendly environment, in which I can use and further develop my skills while contributing to the goals and success of the team and company.
Overview
8
8
years of professional experience
Work History
Commercial Banking Advisor
RBC Royal Bank
09.2022 - Current
Managed time efficiently in order to complete all tasks within deadlines.
Excellent communication skills, both verbal and written.
Developed and maintained courteous and effective working relationships.
Manage over 150 profiles, 50+ clients day to day
Provide expert advice on investments and lending products
Assist Account Managers in on boarding potential clients
Excel in a high demand work environment
Assist with high profile clients and portfolios ranging over $100 Million
Sell new products to help the client create a easier banking experience
Banking Advisor
Royal Bank Of Canada, RBC
09.2021 - 09.2022
Progressively and consistently ranked number 1 on my team for offers and opportunities
Chosen to represent my team in senior management round table discussions
Assisted in advisor development through joint call listening for new to role advisors
Ranked #3 across multiple teams for deepening client relationship utilizing Offers and Opportunities
Concluded Quarter3 with 60% Overall Advisor Satisfaction, 10% higher than the role average
Concluded Quarter 3 with 60% Net Promoter Score, 30 % higher than the role average
Ended Quarter 3 with a score of 1.86in my Combined Advice Solutions for Client Advice per Day
Regularly scored high numbers in the Closed and Assisted category at 0.93 compared to my role average of 0.58
Led skill building activities for Digital enablement and Offers and Opportunities in team weekly meetings
Led team meetings to implement, teach, and confirm understanding of new procedures, campaigns and policies
Answered to client-initiated contact assisting clients with full range of financial transactions
Proactively uncovered banking needs, provided help and advice
Identified sales and referral opportunities
Dynamically took ownership of solving and avoiding client banking challenges
Assisted clients with maintenance on lending services loans, mortgages, credit cards and bank accounts
Multitasking through various systems while providing relevant information to the client
Ability to discuss new solutions to clients and progress with innovative answers
Ensured adherence to all policies and procedures.
Shift Supervisor
STARBUCKS
07.2019 - 09.2021
Problem solved in a fast pace environment
Managed break times for co-workers to ensure both employee and customer happiness
Managed the store in times when no supervision was available.
Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
Enforced company policies and regulations with employees.
Applied security, safety and loss prevention strategies during shifts.
Completed cash and credit card transactions accurately using POS software.
Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
Barista
Starbucks
01.2018 - 07.2019
Provided exceptional customer service
Worked in a team environment
Understood the use and troubleshooting of Point of Sale systems
Worked in a high stress setting
Assisted new hires by training them to the company’s standards.
Pizza/Bread Seller
FORTINOS, Gourmet Pizza/Fresh Breads
12.2016 - 02.2018
Maintained and develop existing customer relations
Used ethical sales methods to expand to new clients
Learned how to operate a Point of Sale device.
Take Out Attendant
Toshi Japanese Restaurant
04.2016 - 11.2016
Worked in a team environment to ensure consistent workflow
Forged excellent working relationships with customers by providing great service.
Office Assistant
GLOBAL SERVICES CANADA INC
04.2015 - 02.2016
Verified client profiles prior to sending to legal firms for closings
Communicated over email and telephone to various clients
Prepared presentations for sales representatives based of information given to me
Maintained customer loyalty through customer service practices and providing relevant information.
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank