Brooke Armour
Lakefield,ON
Summary
Banking professional with 10+ years of experience, delivering exceptional service and financial guidance.
Proven ability to collaborate effectively within teams and adapt to changing needs while consistently achieving results.
Demonstrated strength in leadership, coaching, and cross-team collaboration, with a track record of driving sales, improving efficiencies, and supporting my teams.
Known for a strong growth mindset, adaptability, and commitment to continuous learning, currently pursuing ongoing professional education to advance expertise in financial services and leadership.
Overview
13
13
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada, RBC
01.2023 - Current
- Provided personalized financial advice to clients,
- Recommend appropriate banking products and services.
- Collaborated with team partners to streamline clients banking experience
- Educated clients on digital banking tools, improving their engagement and adoption rates.
- Mentor new advisors & lead by example
- Work effectively with my team, lead team meetings, stay up to date on changes and support team through new learning.
Mortgage Specialist
RBC
08.2022 - 01.2023
- Developed new business and increased sales through targeted market penetration, extensive training, business partnerships and customer relationships
- Remained updated with latest information related to mortgage products and services being offered
- Maintained high level of customer satisfaction by providing prompt and accurate mortgage updates
- Attracted new mortgage loan applications by developing relationships within community
- Checked mortgage documents for accuracy prior to closing
- Strong use of Lynx mortgage application program
- Well known community member actively engaged in obtaining new business and collaborating with team members to support clients.
Home Financing Advisor
Scotiabank
09.2019 - 07.2022
- Cultivated interpersonal skills by building positive relationships with others
- Self-motivated, with a strong sense of personal responsibility.
- Learned and adapted quickly to new technology and software applications.
- Worked well in a team setting, providing support and guidance.
- Excellent communication skills, both verbal and written.
- Organized and detail-oriented with a strong work ethic.
- Responded proactively and positively to rapid change.
Mortgage Agent
Dominion Lending Centres
02.2019 - 03.2020
- Reviewed mortgage documents to meet policy
- Communicated with clients, processing teams and other third parties to achieve prompt closings.
- Advise on mortgage products based on consumer needs and financial history.
- Explained different types of mortgages pertaining to client situations.
- Developed extensive network of referral partners to source new mortgage loan opportunities.
- Checked loan documents for accuracy prior to closing.
Client Advisor
RBC
10.2012 - 01.2019
- Assessed client's viability for financial services and facilitated referrals to the appropriate partner.
- Monitored and updated financial bookings to comply with client goals.
- Managed customer requests while mitigating potential risk to bank.
- Informed and suggested new banking products to customers.
- Providing exceptional customer service at first point of contact
- Assisted customers in depositing and withdrawing cash.
- Creating new schedules and systems for branch functionality
- Senior Client Advisor Expert
Manager of Client Care
RBC
03.2016 - 06.2017
- Identified issues, analyzed information and provided solutions to problems for all clients at first point of contact
- Managing a team of 9 Client Advisors
- Effective coaching and leadership management
- All branch duties
- Weekly goal setting with all client advisors and keeping up branch moral
- Strong team player
- Eager to support and help
Education
College Diploma - Hospitality Management
Georgian College
Barrie04.2011
Certificate -
Office Management
Barrie02.2011
Certificate - Advanced Financial Advice - Path To PFP Completion
Canadian Securities Institute
Pathway To Certificate in Banking Management - Branch Compliance Officer's Course
Canadian Securities Institute
Skills
- Strong Collaboration skills
- Growth Mindset
- Ethical leadership
- Coaching and mentoring
- Relationship building and management
- Analytical thinking
- Retirement planning
Timeline
Banking Advisor
Royal Bank of Canada, RBC
01.2023 - Current
Mortgage Specialist
RBC
08.2022 - 01.2023
Home Financing Advisor
Scotiabank
09.2019 - 07.2022
Mortgage Agent
Dominion Lending Centres
02.2019 - 03.2020
Manager of Client Care
RBC
03.2016 - 06.2017
Client Advisor
RBC
10.2012 - 01.2019
Certificate -
Office Management
College Diploma - Hospitality Management
Georgian College
Certificate - Advanced Financial Advice - Path To PFP Completion
Canadian Securities Institute
Pathway To Certificate in Banking Management - Branch Compliance Officer's Course
Canadian Securities Institute