Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
PERSONAL ATTRIBUTES
Timeline
Generic

Alexandra Osorio

Surrey

Summary

To pursue a career that will enable me to learn new skills and abilities. Increase my current skill set and implementing the knowledge gained through my relevant work experience. Inspire, orchestrate, and pioneer superior retailing excellence to deliver a memorable client experience

Overview

24
24
years of professional experience

Work History

Relationship Manager

Royal Bank of Canada
01.2022 - Current
  • A recognized as a subject matter expert within Mid-Market Commercial segment with a strong business development acumen who fosters strategic partnerships to achieve strategic goals and focuses on priority clients.
  • A collaborative partner who ensures effective market coverage through a One RBC approach to relationship management through Client Relationship Team (AAM/FS/TSS) and One RBC team members to provide expertise and advice to businesses, business owners and their employees, via virtual or in-person, based on client preference
  • A One RBC Advisor focused on acquiring and supporting Mid-Market Commercial target clients through professional, proactive advice and solutions by bringing the breadth of One RBC to Work in partnership with Financing Specialists for client credit needs ensuring an exceptional client experience from opportunity identification to fulfillment
  • Maintains strong partnering routines across Commercial Markets in an effort to align new and existing client relationships within the Home of Best Fit

Commercial Account Manager Intern

Royal Bank of Canada
11.2020 - 12.2021
  • Lead with a growth mindset, maximize client acquisition, growth and deliver an exceptional client experience. Working as a team and leveraging my partners for timely and seamless client engagement. Gathering insights through client discovery, tailoring the One RBC approach for the client. Following Practice Management playbooks for best practices of routines, market/portfolio planning, and client interactions to succeed individually and as a team.

Branch Manager (01458)

Royal Bank of Canada
04.2019 - 11.2020
  • Coach the team and partners to maximize client contacts inside and outside of the branch. Leading with a growth mindset, focusing on what’s possible to discover acquire talent. Building trust, by being candid and sincere. To drive employee engagement – speak up for the good of RBC. Coach the team on improving proficiency and capacity.
  • Upskilling and developing implementing day to day routines to generate highly engage and enable Advisors to execute plan. Demonstrate and coach culture and doing what’s right – for employees/clients/risk management and RBC.

Assistant Branch Manager (3610)

Royal Bank of Canada
12.2017 - 03.2019
  • Plan and execute partnering activities with partners and hold them accountable to mutually agreed upon activities (e.g. advice events, home of best fit, service levels)
  • Role model and coach teamwork and collaboration to meet our clients' needs by introducing new clients to appropriate RBC partner at the right time
  • Coach, performance manage, and enable team to win together as One RBC by leveraging more partners, colleagues, and capabilities (like digital) ensuring the team

Business Account Manager

Royal Bank of Canada
03.2015 - 12.2017
  • Grow client relationships through discovery, documenting solution opportunities, and the client’s goals.
  • Apply business knowledge in conversations with clients and translate into a broad range of product and service solutions aligned to client’s need
  • Plan, prioritize client and market activities; seek referral opportunities, make introductions to partners and win as One RBC
  • Keep personal sales team informed of client priorities and deliver a seamless and integrated experience

Senior Account Manager

Royal Bank of Canada
10.2012 - 03.2015
  • Formed deep relationships with clients servicing all financial needs
  • Exceeded sales goals and unit production annually year over year
  • Work closely with all organizational groups within the bank to leverage expertise and grow business for the branch as well as organization
  • Mentor to new staff, and responsible of the training of new sales staff
  • Branch Champion for Small business- hosting huddles, increasing staff products knowledge and products and service

Account Manager
08.2007 - 09.2012
  • Responsible for meeting all client financial needs
  • Exceeded sales goals year over year increasing production annually
  • Recognized as area top performer in multiple quarters
  • United Way branch champion

Customer Service Representative
06.2001 - 12.2006
  • Responsible for meeting clients transaction needs
  • Open and close the branch
  • Train new CSR’s
  • Back up for Central Teller

Education

Branch Compliance Officer (BCO) - undefined

04.2019

Personal Financial Service Advice (PFSA) - undefined

09.2012

Financial Planning (FP1) designation - undefined

07.2012

Investment Funds in Canada Course (IFC) - undefined

12.2006

Skills

  • Relationship building
  • Client relationships
  • Relationship building and management
  • Excellent communication
  • Customer relationship management
  • Sales reporting
  • Client engagement
  • Time management
  • Portfolio growth
  • Risk management
  • Sales proficiency
  • Business development

Languages

Spanish
Full Professional

Accomplishments

  • 2016/2017 Convention Winner
  • 2014/2016 Gold Winner Surrey/Delta
  • 2013/2014 Silver Winner Surrey/Delta

PERSONAL ATTRIBUTES

  • Customer Service: Ability to take ownership of client initiatives, concerns, and request delivering an optimal solution and meeting all needs.
  • Collaboration: Skills in both leading and working collaboratively within a team
  • Responsibility: Experience in working in challenging environments that demand personal accountability and responsibility
  • Communication: Ability to communicate effectively in individual and group settings
  • Professionalism: Managerial skills with high standards of reliability and integrity

Timeline

Relationship Manager

Royal Bank of Canada
01.2022 - Current

Commercial Account Manager Intern

Royal Bank of Canada
11.2020 - 12.2021

Branch Manager (01458)

Royal Bank of Canada
04.2019 - 11.2020

Assistant Branch Manager (3610)

Royal Bank of Canada
12.2017 - 03.2019

Business Account Manager

Royal Bank of Canada
03.2015 - 12.2017

Senior Account Manager

Royal Bank of Canada
10.2012 - 03.2015

Account Manager
08.2007 - 09.2012

Customer Service Representative
06.2001 - 12.2006

Branch Compliance Officer (BCO) - undefined

Personal Financial Service Advice (PFSA) - undefined

Financial Planning (FP1) designation - undefined

Investment Funds in Canada Course (IFC) - undefined

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Alexandra Osorio