Bilal Maycid
Ottawa
Summary
Dynamic financial professional with over 9 years of experience, including 4 years in management, demonstrating a proven ability to cultivate and sustain robust client relationships. Expertise in analytical research and problem-solving, complemented by strong oral and written communication skills. Leadership-driven with a proactive approach, excelling in detail-oriented tasks and possessing strong time management and multitasking abilities. Committed to delivering exceptional results while fostering a collaborative team environment.
Overview
10
10
years of professional experience
Work History
Relationship Manager Business Markets
Royal Bank of Canada
Ottawa, ON
01.2025 - Current
- Facilitated new client acquisitions through collaboration with direct team and local partners.
- Developed and submitted credit applications along with detailed business cases to support adjudicator decision-making processes.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Identified opportunities and facilitated introductions to RBC partners to address clients' business and personal financial needs.
- Managed risk and exercised due diligence in all banking procedures and developed appropriate action plans in response to concerns/risks
- Championed digital enablement and advocated for online applications
- Conducted on-site client visits to assess business objectives and operational needs.
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client needs to recommend tailored financial solutions and services.
Branch Manager
Royal Bank of Canada
Ottawa, ON
10.2022 - 01.2025
- Led strategic change and resource allocation to support community needs, driving growth in sales revenue and market share.
- Implemented effective talent acquisition and management strategies to foster employee engagement and support career advancement opportunities.
- Developed and implemented superior retailing practices to enhance client satisfaction and engagement.
- Took appropriate actions to close gaps identified through operational, credit effectiveness, and compliance reviews and reports
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Led branch operations, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented strategic initiatives to enhance customer service and satisfaction levels.
- Mentored and trained staff, promoting professional development and team cohesion.
Assistant Branch Manager/Advisor
Royal Bank of Canada
Ottawa, ON
01.2021 - 01.2022
- Implemented effective coaching strategies to enhance team capabilities and deliver consistent results.
- Collaborated with management to enhance operational efficiency of branch and optimize team performance.
- Trained team members on effective client interaction techniques for problem resolution and advocated for enhanced digital and multichannel service utilization.
- Developed collaborative relationships with partners to advance business objectives.
- Developed and managed recruitment initiatives aimed at meeting the specific needs of the local community.
- Managed daily branch operations, ensuring compliance with banking regulations and policies.
- Led team training sessions to enhance product knowledge and customer service skills.
Financial Advisor
Royal Bank of Canada
Ottawa, ON
04.2020 - 05.2021
- Proactively engaged with clients in the branch and delivered an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement, and partner introductions.
- Evaluated client portfolios for performance, ensuring alignment with financial objectives.
- Trained and mentored colleagues through leadership and coaching ensuring their success.
- Fostered and sustained strategic partnerships to maximize business opportunities and referrals.
- Conducted in-depth conversations with clients to identify and address their unique requirements.
- Evaluated clients' financial situations to deliver tailored advice for achieving life goals.
- Cultivated relationships with small business owners by identifying needs and facilitating credit solutions.
- Collaborated in planning and coordinating advice events to enhance community engagement.
Banking Advisor
Royal Bank of Canada
Ottawa, ON
05.2018 - 04.2020
- Fostered and sustained strategic partnerships to maximize business opportunities and referrals.
- Enhanced client understanding by engaging in thoughtful dialogue and attentive listening.
- Evaluated clients' financial situations to deliver tailored advice for achieving life goals.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
- Communicated lending decisions to customers.
- Supported branch operations by processing transactions accurately and efficiently.
Client Advisor
Royal Bank of Canada
Ottawa, ON
02.2017 - 05.2018
- Proactively took ownership of resolving and preventing client banking problems
- Responded to client-initiated contact, assisting them with a full range of financial transactions
- Managed risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
- Focused on education and demonstration, leveraged technology to deliver a memorable client experience, drive solutions and retain business
- Mentored new advisors on best practices and operational procedures
Sales Representative
Bell Canada
Ottawa, ON
08.2016 - 02.2017
- Handled customer inquiries and complaints in a professional manner
- Closed consumer and small business leads with multiple service offerings
- Scheduled appointments with small business owners to discuss Bell business services
- Conducted follow-up communications with potential customers to address inquiries regarding services.
- Consistently exceeded targets for all metrics including residential, mobility and small business
- Generated additional sales opportunities with upselling and cross-selling techniques.
Education
BBA - Business Administration
Nipissing University
North Bay, ON02.2016
Advanced Diploma - Business Administration With A Major in International Business
Algonquin College
Ottawa, ON06.2014
Skills
- Time management
- Excellent communication
- Risk management
- Analytical problem solving
- Financial acumen
- Team leadership
- New business development
- Customer service
- Relationship management
- Microsoft office
Languages
English
Arabic
Timeline
Relationship Manager Business Markets
Royal Bank of Canada
01.2025 - Current
Branch Manager
Royal Bank of Canada
10.2022 - 01.2025
Assistant Branch Manager/Advisor
Royal Bank of Canada
01.2021 - 01.2022
Financial Advisor
Royal Bank of Canada
04.2020 - 05.2021
Banking Advisor
Royal Bank of Canada
05.2018 - 04.2020
Client Advisor
Royal Bank of Canada
02.2017 - 05.2018
Sales Representative
Bell Canada
08.2016 - 02.2017
BBA - Business Administration
Nipissing University
Advanced Diploma - Business Administration With A Major in International Business
Algonquin College
Professional Accomplishments and Accreditations
Q4 2024 Share-the-Success Award, Q1 2024 RBC Performance Leadership Model Award, RBC Leadership Model Award - 2021, Certificates in: Investment Funds in Canada, Financial Planning 1 & 2, Personal Financial Services Advice, and Branch Compliance Officer, RBC Annual Gala Bronze award – 2019, RBC Eastern Ontario Quarterly Top Performer – 2019, 2021, RBC Ottawa South Quarterly Top Performer – 2017, RBC Regional President’s Club award – 2018, RBC Ontario North and East Quick Pitch Finalist – 2018