Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Alissa Finch

Foxwarren

Summary

Dynamic Banking Advisor at Royal Bank of Canada, skilled in portfolio management and client relationship building. Enhanced client satisfaction through tailored financial solutions and proactive communication. Proven ability to educate customers on digital banking, driving adoption and efficiency. Strong attention to detail and time management ensure optimal service delivery.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Banking Advisor

Royal Bank of Canada, RBC
02.2022 - Current
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Strengthened customer relationships through timely follow-ups and proactive communication.

Finish Carpenter

EJM Construction
08.2018 - 12.2020
  • Used power tools and hand tools to install fixtures, floorings, trim and hardware, cutting materials to specified measurements.
  • Achieved customer satisfaction through precise alignment of doors, windows, staircases, and built-in furniture installations.
  • Reduced waste and costs by accurately measuring, cutting, and installing trim work, cabinetry, moldings, and other custom woodwork components.
  • Maintained a safe working environment by adhering to industry best practices and following safety guidelines during all aspects of finish carpentry projects.

Bar and Restaurant Manager

Mikey's Juke Joint
06.2013 - 07.2018
  • Maintained high standards of cleanliness throughout the establishment by regularly inspecting facilities and addressing maintenance issues promptly.
  • Resolved customer complaints efficiently while maintaining professionalism and preserving long-term guest relations.
  • Managed inventory control processes for reduced waste and optimized profit margins.
  • Maintained a safe working environment by enforcing strict adherence to health and safety regulations among employees.

Education

Bachelor of Arts - Theater

Mount Royal University
Calgary
05-2007

Skills

  • Business prospecting
  • Banking software proficiency
  • Portfolio management
  • Loan processing
  • Investment strategies
  • Credit assessment
  • Credit risk evaluation
  • Education funds
  • Time management
  • Attention to detail
  • Multitasking and organization

Certification

  • Investments Funds in Canada, Canadian Securities Institute - October 2023
  • Financial Planner 1, Canadian Securities Institute - March 2025

Timeline

Banking Advisor

Royal Bank of Canada, RBC
02.2022 - Current

Finish Carpenter

EJM Construction
08.2018 - 12.2020

Bar and Restaurant Manager

Mikey's Juke Joint
06.2013 - 07.2018

Bachelor of Arts - Theater

Mount Royal University

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Alissa Finch