Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Commerical Account Manager
RBC
06.2021 - Current
Acquire and grow client relationships through professional, tailored and proactive advice and solutions.
Well established COI network.
Work in collaboration with Financing Specialist partners where applicable, to achieve and sustain portfolio quality through disciplined execution of client and portfolio management routines.
Excellent Practice Management routines including strong engagement in CRT meetings, while controlling the outcome for portfolio quality.
Solicited new loan, deposit and investment business through referrals and member inquiries.
Assistant Branch Manager
RBC
07.2019 - 06.2021
Largest transactional branch in Atlantic Canada
Trained and mentored new employees, fostering a positive work environment and higher retention rates.
Strong Partnering, leading to a significant increase in reporting metrics across all roles
Wrote and administered employee performance reviews to monitor customer service and personal sales of a 12-member team.
Managed and led the team during the early COVID-19 days.
Financial Advisor
RBC
08.2017 - 07.2019
Senior account manager role
Strong partnering with Financial Team
Manager Delegate
Mentor to new staff
Strong contact routines.
Education
Graduate Bachelor of Business Administration - Finance
Masters of Business Administration - Business Analytics
Board Chair, Member of the Race Management Sub Committee. 2016-Present
Treasurer, Reachability, 2016 - 2019, Not-for-profit organization specializing in improving work and hiring skills for employers and employees with disabilities.
Timeline
Commerical Account Manager
RBC
06.2021 - Current
Assistant Branch Manager
RBC
07.2019 - 06.2021
Financial Advisor
RBC
08.2017 - 07.2019
Graduate Bachelor of Business Administration - Finance
Masters of Business Administration - Business Analytics