Alisa Greer
Upper Tantallon,NS
Summary
- Pro-active and goal-oriented professional with solid foundation in banking, investing, and complex credit.
- Always prepared to deliver exceptional service and financial guidance.
- Proven ability to collaborate effectively within teams and adapt to changing needs while consistently achieving results.
- Customer relationship management, and regulatory compliance.
- Reliable, flexible, and driven to exceed expectations in every task.
- Experienced with client relationship management.
- Utilizes deep knowledge of banking products to offer tailored financial solutions.
- Track record of building trust with clients and enhancing their financial well-being.
- Excellent time management and problem-solving skills.
- Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills.
- Poised to contribute to team success and achieve positive results.
- Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Financial Advisor
Royal Bank of Canada
Upper Tantallon, NS
05.2007 - Current
- Discovers client's needs and provides financial solutions and advice to help them make informed decisions
- Accountable for opening accounts, processing mortgages, loans, investments, and many other financial services
- Developed skills to increase client contacts and improve sales results
- Facilitated investment strategies aligning with client risk tolerance and financial goals.
- Established strong relationships with clients through regular communication and follow-ups.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Service Representative
Valley Credit Union
Canning, NS
05.2006 - 04.2007
Education
Business Administration - Financial Services
Nova Scotia Community College
Kentville, N.S.06.2006
Certification
- Personal Financial Services Advice
- Financial Planning 1 & 2
- Investment Funds in Canada
Timeline
Financial Advisor
Royal Bank of Canada
05.2007 - Current
Financial Service Representative
Valley Credit Union
05.2006 - 04.2007
Business Administration - Financial Services
Nova Scotia Community College