Summary
Overview
Work History
Education
Skills
Languages
Certification
Related External Experience
Timeline
Volunteer

Carol-Ann Adams

Manager
Griffith,ON

Summary

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Seeking a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Friendly and adaptable professional with remarkable leadership and program management skills. Successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Proven adaptability to meet changing operational needs. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Branch Manager

Royal Bank Of Canada, RBC
09.2016 - 10.2023
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Achieved and exceeded individual and company community goals
  • Developed strategic plans for day-to-day financial operations.
  • Resolved various issues impacting sales management and business operations.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing targets resulting in an increase in annual sales via enhanced coaching and hands on approach
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Collaborated with internal and external partners to win business and build COIs to grow and ensure continued success
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Maintained friendly and professional customer interactions, creating an excellent client experience

Manager of Client Care

Royal Bank Of Canada, RBC
06.2014 - 09.2016
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Maintained client files with sales contracts, records of client interactions, client notes, and other information.
  • Developed new employees and on-going performance assessment of current employees.
  • Established performance and service goals and held associates accountable for individual performance.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Provided leadership, guidance and support to staff members.
  • Participated in community events to promote services and engage with public.


Financial Service Representative

Toronto-Dominion Bank
01.2010 - 06.2014
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Advised clients on financial matters and recommended investments to meet established financial goal.
  • Built and established relationships with clientele to improve future business opportunities.

Client Advisor

Toronto-Dominion Bank
01.2008 - 01.2009
  • Informed and suggested new banking products to customers.
  • Assisted customers in depositing and withdrawing cash.
  • Assessed client's viability for financial services and facilitated closings and referrals.
  • Managed customer requests while mitigating potential risk to bank.
  • Sought out appropriate management in more complex financial matters.
  • Developed and maintained strong relationships with clients to maximize satisfaction.


Education

Bachelor of Science - Nutrition And Food Service Management

University of Western Ontario
London, ON
04.1990

Skills

  • Client Acquisition and Maintaining Relationships
  • Practise Management Routines
  • Human Resources Knowledge, Interviewing and Hiring
  • Coaching, Mentoring and Sales Development
  • Branch Operations Management and Risk Mitigation
  • Verbal/Written Communication
  • Excellent Time Management Skills
  • Conflict Resolution
  • Decision-Making
  • Goal Oriented-target driven
  • Business Development
  • Relationship Building

Languages

English

Certification

  • Financial Planning 1, CSI - 2017
  • Personal Financial Service Advice, CSI - 2017
  • Branch Compliance Officer, CSI - 2016
  • Investment Funds In Canada, CSI - 2008


Related External Experience

Renfrew and Area Chamber of Commerce - President, 2022 - Present

  • Board member organization delivering value to our business community with a focus on advocacy, education and networking. We will be recognized as the Voice of Business for Renfrew and surrounding area, dedicated to working with stakeholders to help our community thrive.

Timeline

Branch Manager

Royal Bank Of Canada, RBC
09.2016 - 10.2023

Manager of Client Care

Royal Bank Of Canada, RBC
06.2014 - 09.2016

Financial Service Representative

Toronto-Dominion Bank
01.2010 - 06.2014

Client Advisor

Toronto-Dominion Bank
01.2008 - 01.2009

Bachelor of Science - Nutrition And Food Service Management

University of Western Ontario

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