Amir Soknaee
Clagary,AB
Summary
Result-oriented banking professional with over a year of experience, specializing in investment funds and currently enrolled in the Investment Funds in Canada (IFIC) program. Proven ability to provide expert financial advice and solutions to clients, demonstrating a comprehensive understanding of investment products and market trends. My background as a Banking Advisor at RBC reflects strong analytical skills, a commitment to delivering exceptional customer service, and effective collaboration with cross-functional teams. Aspiring to leverage my leadership and team management experience to contribute to the success of a dynamic organization. Excited about the opportunity to apply my skills in high-volume retail management and luxury retail spaces, bringing a passion for customer service and a demonstrated ability to drive sales and achieve targets.
Overview
4
4
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
Calgary, Alberta
11.2022 - Current
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Addressed non-compliance issues by requesting additional information from client and updating remediation records.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Collaborated with other departments within the bank to provide quality service to clients.
- Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
- Responded promptly to customer complaints by resolving issues efficiently and effectively.
- Followed up on sales leads through outbound calling.
Nespresso Coffee Specialist
Nespresso
Clagary, AB
02.2022 - 10.2022
- Served types of customer needs and resolved problems to satisfaction.
- Addressed and resolved customer concerns to maintain brand loyalty.
- Managed morning rush of customers daily with efficient, levelheaded customer service.
- Supported highest standards of conduct and service to support company reputation.
- Maintained calm demeanor during high-volume periods and special events.
- Offered training and support to keep team members motivated and working toward objectives.
- Delegated daily tasks to team members to optimize group productivity.
Technology Sales Associate
Staples Canada
Fort McMurray, AB
11.2019 - 04.2020
- Sold various products by explaining unique features and educating customers on proper application.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Built trusting relationships with customers by making personal connections.
- Trained all new sales employees on effective sales, service and operational strategies to maximize team performance.
- Helped many customers daily by responding to inquiries and locating products.
- Won store sales competition many times, and became employment of the month two times.
- Offered product and service consultations and employed upselling techniques.
Education
Certificate - Banking And Finance
Royal Bank of Canada
01-2022
Business Administration
Keyano College
Fort McMurray, AB06.2019
High School Diploma -
Keyano College
Fort McMurray, AB06.2017
Certificate - Mutual Funds
Canadian Securities Institute
Skills
- Product Sales
- Customer- and service-oriented
- Excellent communication skills
- Energetic self-starter
- Market research and analysis
- Performance Analysis
- Listening skills
- Outgoing personality
- Excellent negotiating tactics
- Calm under pressure
- Administrative Tasks
- Client Networking
- Company Branding
- Detail-Oriented
- Brand Awareness
- Marketing Strategy
Timeline
Banking Advisor
Royal Bank of Canada
11.2022 - Current
Nespresso Coffee Specialist
Nespresso
02.2022 - 10.2022
Technology Sales Associate
Staples Canada
11.2019 - 04.2020
Certificate - Banking And Finance
Royal Bank of Canada
Business Administration
Keyano College
High School Diploma -
Keyano College
Certificate - Mutual Funds
Canadian Securities Institute
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