Summary
Overview
Work History
Education
Languages
Timeline
Generic

Aksh Deep

Surrey,BC

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

7
7
years of professional experience

Work History

Enablement Officer - Loan and Mortgages

Royal Bank Of Canada, RBC
11.2020 - Current
  • Assisted callers with policy and procedures
  • Made sure employees were fully aware of protocols and able to continue clients transactions
  • Developed and implemented strategic plans to meet organizational goals, ensuring alignment with company objectives.
  • Wrote detailed narrative reports for use in investigations.
  • Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
  • Improved overall department efficiency by adhering to call handle times

Banking Advisor

Royal Bank Of Canada, RBC
03.2020 - 11.2020
  • Extended and sustained relationships with customers to maintain and grow business.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
  • Worked with customers to procure updated financial information on continuous basis.
  • Assisted in management of risk by adhering to compliance policies and procedures when interacting with clients.
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.

Banking Advisor

Royal Bank Of Canada, RBC
05.2018 - 03.2020
  • Extended and sustained relationships with customers to maintain and grow business.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
  • Proactively take ownership of resolving and preventing client banking problems
  • Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

Client Advisor

Royal Bank Of Canada, RBC
05.2017 - 04.2018
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
  • Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
  • Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Education

Diploma of Business - Financial Services

Saskatchewan Polytechnic
Moose Jaw, SK
04.2018

Languages

English
Full Professional
Punjabi
Native or Bilingual
Italian
Native or Bilingual

Timeline

Enablement Officer - Loan and Mortgages

Royal Bank Of Canada, RBC
11.2020 - Current

Banking Advisor

Royal Bank Of Canada, RBC
03.2020 - 11.2020

Banking Advisor

Royal Bank Of Canada, RBC
05.2018 - 03.2020

Client Advisor

Royal Bank Of Canada, RBC
05.2017 - 04.2018

Diploma of Business - Financial Services

Saskatchewan Polytechnic

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Aksh Deep