ANASTASIA MESTOEVA
Vaughan,Canada
Summary
Dynamic professional with extensive experience at RBC Royal Bank and Sierra Dental, excelling in client relationship management and financial solutions. Proven ability to enhance customer satisfaction and drive business growth through effective cross-selling strategies and process improvement. Proficient in banking software and adept at analyzing financial needs to deliver tailored solutions.
Overview
11
11
years of professional experience
Work History
Certified Dental Assistant/Dental Administrator
Sierra Dental
Calgary, Canada
01.2017 - 01.2025
- Chairside assisting
- Check-in patients gathering all personal and insurance information needed
- Answer and place phone calls regarding patient appointments
- Contact insurance companies regarding coverage and payment plans
- Send claims and predeterminations to insurance companies and patients
- Receive and process payments made by patients or insurance companies
- Schedule and confirm patient appointments, surgeries, or medical consultations
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records
- Receive and enter documents, such as laboratory bills to the ledger
Client Advisor - Personal & Business Services
RBC Royal Bank
Calgary, Canada
01.2014 - 01.2022
- Delivered personalized banking services and financial solutions for personal and business clients.
- Conducted comprehensive financial assessments to recommend tailored products and services.
- Managed customer accounts, ensuring accurate transaction processing and timely issue resolution.
- Facilitated international wire transfers, deposits, withdrawals, and bill payments with precision.
- Cross-sold banking services to address evolving client financial needs and drive business growth.
- Coordinated client meetings for efficient banking experiences and relationship building.
- Mentored junior customer service representatives to enhance team performance.
- Assisted with daily branch operations, including scheduling, reporting, and cash drawer balancing.
Education
Dental Assisting Diploma -
KDM Dental College
Calgary, AB12.2017
Bachelor's Degree - Finance
International Academy of Management
Bishkek, Kyrgyzstan12.2003
Skills
- Banking solutions and services
- Financial product sales
- Client relationship management
- Account management
- Insurance solutions and claims
- Financial needs analysis
- Cross-selling strategies
- Process improvement
- Banking software proficiency
- Microsoft Office suite
Professional Attributes
- Excellent communication and interpersonal skills, able to build and maintain strong client relationships
- Strong sales ability with a focus on delivering value to clients through personalized financial products
- Detail-oriented with a commitment to providing precise and efficient banking services
- Adaptable, able to thrive in a fast-paced environment and meet performance targets
- Problem-solver, focused on resolving client concerns promptly and effectively
Technical Skills
Proficient with RBC banking systems and other financial software, Microsoft Office (Word, Excel, PowerPoint), Outlook, CPR and First Aid (Current)
Professional Development
- Financial Solutions & Product Training
- Sales & Relationship Management Workshop
- Customer Service Excellence Program
LANGUAGES
- English, fluent
- Russian, Fluent
- Chechen, fluent
Timeline
Certified Dental Assistant/Dental Administrator
Sierra Dental
01.2017 - 01.2025
Client Advisor - Personal & Business Services
RBC Royal Bank
01.2014 - 01.2022
Dental Assisting Diploma -
KDM Dental College
Bachelor's Degree - Finance
International Academy of Management
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