Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Anmol

Toronto

Summary

Flexible Banking Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Banking Advisor

RBC
08.2022 - 12.2023
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Worked with customers to procure updated financial information on continuous basis.

Client Advisor

RBC Bank
01.2022 - 08.2022
  • Informed and suggested new banking products to customers.
  • Proactively engaging with clients in branch and delivering an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions.
  • Focusing on education and demonstration, leveraging technology to deliver memorable client experience, drive solutions and retain business.
  • Contributing to team results by listening and spotting opportunities to offer additional advice, introducing clients to the capability of RBC partners, or personally fulfill client solutions.
  • Proactively taking ownership of resolving and preventing client banking problems.
  • Cultivate and maintain relationships with partners to work as one RBC team Managing risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.

Concierge

Regal Security Inc
10.2021 - 03.2022
  • Maintained front desk's concierge book to provide visitors with access to relevant local information.
  • Perform concierge and security duties that involve assisting tenants, performing access control and sorting and regulating various types of documentation both paper and digital pertaining to the functions of the condominium.
  • Oversaw daily monitoring and patrolled buildings, grounds, and work sites.
  • Gathered information, identified and implemented resolution, planned follow-up and logged and filed incident report to successfully manage complaints.
  • Drafted reports of property damage, theft, accidents and unusual occurrences to document daily activities and irregularities.
  • Inspected suspicious activities and monitored premises for criminal acts and rule infractions.
  • Reviewed camera and system feeds and alerted proper respondents regarding discrepancies.
  • Checked and verified photo identification prior to granting facility access.

Supervisor

Tim Hortons
09.2017 - 09.2021
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
  • Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
  • Conducted routine inspections of incoming materials to check quality and compliance with established product specifications.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
  • Prepared, calibrated and monitored production machinery to maintain optimal production levels and consistently achieve daily targets.
  • Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Handled customer complaints, resolved issues, and adjusted policies to meet changing needs

Education

Financial Planning And Wealth Management - Accounting And Finance

Lambton College Of Applied Arts And Technology
Toronto, ON
05.2019

Bachelor of Commerce - Business And Commerce

Kanya Maha Vidyalaya
Punjab,India
05.2016

Skills

  • Time management
  • Customer Service
  • Leadership and Problem solving
  • Written and Verbal communication skills
  • Organizational Skills
  • Technical skills
  • Interpersonal skills

Certification

  • PFSA License. Preparing for PFP
  • Investment funds course (IFIC) from CSI
    Provide Skills to give effective advice to clients on mutual fund investments based on client's objectives, time line and risk tolerance.
  • First Aid and CPR-Level C
  • Security Guard license
  • ServeSafe Food Handler Certificate

Languages

  • English
  • Punjabi
  • Hindi
  • Urdu

Timeline

Banking Advisor

RBC
08.2022 - 12.2023

Client Advisor

RBC Bank
01.2022 - 08.2022

Concierge

Regal Security Inc
10.2021 - 03.2022

Supervisor

Tim Hortons
09.2017 - 09.2021

Financial Planning And Wealth Management - Accounting And Finance

Lambton College Of Applied Arts And Technology

Bachelor of Commerce - Business And Commerce

Kanya Maha Vidyalaya
Anmol