Amaka Sandra Nimnu
Stratford,ON
Summary
Insightful Counselor familiar with treatment protocols. Adept at responding to emergency situations calmly and respectfully. Passionate about patient support and resource advocacy. Successful at delivering support individually and in group settings. Seeks every opportunity to build trust and deep connections.
Overview
6
6
years of professional experience
Work History
Senior Financial Advisor & Manager’s Delegate
RBC
05.2022 - Current
- Communicate with clients to learn about their needs and help them achieve their goals
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
- Leverage technology to deliver on client experience and drive sales and retention
- Proactively take ownership of resolving and preventing client’s banking problems
Banking Advisor & Manager’s Delegate
RBC
02.2021 - 05.2022
- Proactively involve with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- 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
- Manage my team by assisting with branch opening and closing procedures.
Client Advisor
RBC
09.2020 - 02.2021
- Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
- Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
- Understand & resolve client concerns, where possible, at first point of contact ∙ Educate & assist clients with using RBC digital capabilities
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
Volunteer
House of Blessing
Kitchener, Ontario
01.2020 - 08.2020
- Volunteered with groups and organizations to help make measurable differences for program recipients.
- Completed clerical tasks and office duties to open full-time employees up for more critical work.
- Responded to questions from customers and community members.
- Tracked personal volunteer hours in spreadsheets for mandatory reporting.
- Maintained clean facilities to better serve program needs.
- Greeted visitors and answered questions about program, requirements and opportunities.
Financial Advisor
Scotiabank
08.2018 - 10.2019
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
- Answering client questions about financial plans and strategies and giving financial advice
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients
- Managing and updating client portfolios
- Contacting clients regularly to discover changes in their financial status.
Call Center Representative
Arvato Digital Services
09.2016 - 05.2017
- Opening new accounts for customers over the phone or explain how it is done online
- Assisting customer with day to day transactions
- Advising and recommending new bank products
- Providing services regarding bill payments, electronic and ACH transfers, and online access.
Marketing Representative Manager
Ontario Energy group
11.2014 - 12.2014
- Kept sales records by delivering products to customers
- Developed sales plan through clear sales strategies to market the company’s products
- Received payments in cheque and cash from customers for onward delivery to the company
- Obtained customers feedback via surveys, and calls; forwarded them to the company’s management
Business Assistant Manager
Mary Emu Enterprises
06.2012 - 07.2013
- Responded to inbound calls from client’s inquiries, and relayed telephone calls and messages
- Arranged travel schedules for the senior team, and hotel reservations
- Welcomed visitors, ascertained nature of their visit, subsequently directed them to appropriate meeting rooms
- Scheduled, confirmed appointments, and booked meeting rooms for senior management
- Constantly looked-for ways to improve monitoring, and deliver excellent value to the customer
Office Administrator/ Receptionist
Benezia Hotel
01.2010 - 04.2010
- Answering incoming calls Phone calls, accurately updated information and data on various systems, applications and databases
- Completed general basic bookkeeping practices, and supported the organization in completing banking transactions
- Compiled, copied, and accurately filed office records, and business transactions
- Opened, sorted, and distributed incoming and outgoing mails.
Education
Post Graduate Certificate - Financial Planning
Conestoga College
Bachelor of Science Honors Degree - Business Management
Girne American University
Graduate Certificate Program in Online Communication Skills - undefined
Girne American University
Post Graduate Certificate - Global Business Management
Conestoga College
2015
Skills
- Self-motivated with Exceptional time management and problem-solving skills
- Proven ability to communicate general information in an accurate and customer friendly way
- Recognized for maintaining confidentiality of sensitive information
- Ability to work independently, and in a team setting with minimal supervision
- Reliable, accountable, and passionate for success and personal growth
- Skilled in educating and offering sound advice to customers
- Peer Counseling
- Community Resources and Education
- Outreach Programming
Accomplishments
- Canadian Securities Course (CSC 1 & 2)
- Professional Financial Planning Certificate (FP 1& 2)
Timeline
Senior Financial Advisor & Manager’s Delegate
RBC
05.2022 - Current
Banking Advisor & Manager’s Delegate
RBC
02.2021 - 05.2022
Client Advisor
RBC
09.2020 - 02.2021
Volunteer
House of Blessing
01.2020 - 08.2020
Financial Advisor
Scotiabank
08.2018 - 10.2019
Call Center Representative
Arvato Digital Services
09.2016 - 05.2017
Marketing Representative Manager
Ontario Energy group
11.2014 - 12.2014
Business Assistant Manager
Mary Emu Enterprises
06.2012 - 07.2013
Office Administrator/ Receptionist
Benezia Hotel
01.2010 - 04.2010
Post Graduate Certificate - Financial Planning
Conestoga College
Bachelor of Science Honors Degree - Business Management
Girne American University
Graduate Certificate Program in Online Communication Skills - undefined
Girne American University
Post Graduate Certificate - Global Business Management
Conestoga College