Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Danielle Greene

Kippens,NL

Summary

I am an Enthusiastic Branch Manager, and have worked my way through all the different roles in my branch. I am most passionate about sales development, coaching and relationship building, with a focus on continuous learning to help every member of my team meet or exceed their individual performance targets. I have leveraged effective communication and mentoring to build and enhance my team's capabilities and maintain exceptional client experience. I am skilled in operational requirements, technical troubleshooting and policies and procedures. I lead with a client focused mindset and have a keen ability to retain client trust through strategic advice and community engagement.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Branch Manager

RBC Royal Bank
01.2018 - Current
  • Continuously monitored branch performance against key performance indicators, coaching to specific target areas to ensure objectives were met or exceeded.
  • Strengthened relationships with key clients and partners, securing long-term relationships and driving revenue growth.
  • Implemented effective sales strategies, ensuring advisors understood their goals and what was required to achieve branch targets and exceed their own individual expectations consistently.
  • Evaluated employee performance regularly through weekly, monthly and quarterly reviews to facilitate continuous development of skills and knowledge within the team.
  • Enhanced branch visibility and market presence by identifying opportunities to volunteer regularly and participating in community grants and advice events.
  • Ensured exceptional client experience, resolving issues swiftly to maintain trust and satisfaction.

Financial Advisor

RBC Royal Bank
09.2011 - 01.2018
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind.
  • Built strong relationships with clients by providing exceptional client experiences and providing tailored advice, fostering trust and loyalty.
  • Educated clients on everyday banking, investments and credit (including mortgages).
  • Mentored, provided peer coaching and shared best practices with colleagues to help enhance their skills and boost overall team performance.

Account Manager

RBC Royal Bank
10.2007 - 09.2011


  • Provided exceptional client experience and advice on everyday banking, credit and Investments.


Client Advisor

RBC Royal Bank
03.2006 - 10.2007
  • Developed strong rapport with clients through active listening, ensured any transactional needs were completed accurately and efficiently.
  • Provided advice and identified opportunities to further grow client relationships through booked appointments and referrals to partners.

Education

Geomatics Engineering Technology

College of The North Atlantic
St. John's NL

Skills

  • Team player
  • Attention to detail
  • Effective verbal/written communication
  • Sales development
  • Coaching and mentoring
  • Relationship building and Performance management

Languages

English
Full Professional

Certification

  • Investment Funds in Canada (IFC)
  • Branch Compliance Officer
  • Completed PFP

Timeline

Branch Manager

RBC Royal Bank
01.2018 - Current

Financial Advisor

RBC Royal Bank
09.2011 - 01.2018

Account Manager

RBC Royal Bank
10.2007 - 09.2011

Client Advisor

RBC Royal Bank
03.2006 - 10.2007

Geomatics Engineering Technology

College of The North Atlantic

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Danielle Greene