Daria Yurova
Toronto
Summary
Financial industry professional with deep expertise in providing comprehensive banking advice and investment strategies. Deep knowledge of banking products that help clients achieve their financial goals. Track record of building strong client relationships and delivering high sales results. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Detail-oriented individual with exceptional communication and collaboration skills.
Overview
13
13
years of professional experience
Work History
Banking Advisor
RBC Royal Bank of Canada
01.2024 - Current
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Worked with customers to procure updated financial information on continuous basis.
- Improved branch sales performance by cross-selling various banking products and services.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Senior Customer Experience Associate
Scotiabank
01.2021 - 01.2024
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Exceeded sales targets through proactive outreach efforts, promoting bank offerings to new and existing clients.
- Assisted in credit application processing, reference checks, and credit limitations.
Rhythmic Gymnastics Coach
VIVA RGC
01.2018 - 01.2020
- Facilitated team building activities and workshops to improve communication, collaboration and productivity.
- Organized training schedules to maximize practice time and ensure optimal athlete growth.
- Implemented exercise programs and training strategies to bolster individual and team performance.
Rhythmic Gymnastics Coach
Toronto Aspirals
01.2012 - 01.2018
- Implemented injury prevention strategies, reducing the occurrence of injuries among athletes.
- Contributed positively to the overall reputation of the program by maintaining high professional standards as a coach.
- Streamlined coaching techniques for improved skill development and competition readiness.
Education
High School -
Richmond Green Secondary School
01.2010
Licenced - IFIC
Canadian Securities Institute
03-2024
General Arts Program - undefined
Seneca College
01.2013
Skills
- Salesforce / Intralink/ Casper/MS Office, Excel
- Investments/ Investment Strategies- GIC, Mutual Funds
- Credit Card/ Line of Credit/ Mortgage Renewal
- Customer Onboarding / Online Banking Setup
- Teller Support / Functions /Cash Handling
- Wire Payments/ Western Union
- KYC/AML Knowledge
Timeline
Banking Advisor
RBC Royal Bank of Canada
01.2024 - Current
Senior Customer Experience Associate
Scotiabank
01.2021 - 01.2024
Rhythmic Gymnastics Coach
VIVA RGC
01.2018 - 01.2020
Rhythmic Gymnastics Coach
Toronto Aspirals
01.2012 - 01.2018
General Arts Program - undefined
Seneca College
High School -
Richmond Green Secondary School
Licenced - IFIC
Canadian Securities Institute
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