Dikshita Juneja
12945 58A Avenue , Surrey, BC,Canada
Summary
Seeking an opportunity to make a meaningful contribution to the organization. I have cooperative nature and goal-oriented person which would make me achieve company targets easily. Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans. Results-driven experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
Work History
Banking Advisor
Royal Bank of Canada
11.2022 - Current
- Serve client by delivering exceptional customer service by communicating, completing daily transaction
- Educate and assist client with RBC digital capabilities
- Identify needs and provide financial advice and solutions to clients
- Providing customer service to clients and be first point of contact
- Help client with new account openings and credit applications
- Help with investment advice
- Managed approximately 30 incoming calls, emails and faxes per day from customers
- Assisted clients with estate planning to organize distribution of assets based on client wishes
Client Advisor Business Services
Royal Bank of Canada
11.2021 - 10.2022
- Demonstrated passion for putting clients first
- Managed cash flow in branch by staying in limits and have strong operation skills
- Problem solving skill with the ability to build strong relationships with clients
- Flexible, cooperative nature, listening skills, ready to learn
Client Advisor Intern
Royal Bank of Canada
08.2021 - 10.2021
- Serve client by delivering exceptional customer service by communicating, completing daily transactions
- Educate and assist client with RBC digital capabilities
- Identify needs and provide financial advice and solutions to clients
- Providing customer service to clients and be the first point of contact
Call Centre Representative
Service BC Maximus Canada
02.2021 - 08.2021
- Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services
- Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that client's feel supported and valued
- Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed
- Building lasting relationships with clients and other call center team members based on trust and reliability
- Utilizing software, databases, scripts, and tools appropriately
Assistant Store Leader
7-Eleven
07.2018 - 03.2021
- Ability to effectively manage time and prioritize tasks
- Active enough to manage the allotted tasks
- Strong and dedicated to work hard
- Handle cash activities, paperwork
Cashier
Independent Grocers
03.2017 - 02.2018
- Manage high volume of customers in a courteous and friendly manner
- Balancing the cash in proper way and good in maintaining records
- Confirming prices of goods and meeting customer's needs
- Accurately and efficiently ring on registers and accurately maintain all cash and media at the register
Assistant Supervisor
Subway
09.2015 - 07.2017
- Managed the day-to-day activities of employees
- Cooperative and Energetic
- Good planning and organizational abilities
- Achieve agreed upon sales targets and outcomes within schedule
Education
Associate degree - Mathematics
Columbia College
05.2018
Canadian investment funds course -
IFSE
01.2023
Personal Financial Advice Services -
CSI
Financial planning 1 - Enrolled
CS1
OFA1 -
PROSAFE
OFA2 -
MAINLAND SAFETY
Skills
- Customer Service
- Problem Resolution
- Customer Satisfaction
- Word
- Excel
- PowerPoint
- Task Completion
- Advanced Math Skills
- Communication Skills
- Financial Instruments
- Investment Planning
- Cash Handling
- Banking software proficiency
- Loan processing
Languages
English
Hindi
Punjabi
Timeline
Banking Advisor
Royal Bank of Canada
11.2022 - Current
Client Advisor Business Services
Royal Bank of Canada
11.2021 - 10.2022
Client Advisor Intern
Royal Bank of Canada
08.2021 - 10.2021
Call Centre Representative
Service BC Maximus Canada
02.2021 - 08.2021
Assistant Store Leader
7-Eleven
07.2018 - 03.2021
Cashier
Independent Grocers
03.2017 - 02.2018
Assistant Supervisor
Subway
09.2015 - 07.2017
Canadian investment funds course -
IFSE
Financial planning 1 - Enrolled
CS1
OFA1 -
PROSAFE
OFA2 -
MAINLAND SAFETY
Associate degree - Mathematics
Columbia College
Personal Financial Advice Services -
CSI
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