Donald Phanord
Ottawa
Summary
Dynamic and detail-oriented Client Advisor with a proven track record of delivering exceptional client support services. Expertise in managing and nurturing client relationships while formulating and implementing tailored strategies to meet diverse needs. Strong communication skills and a highly organized approach ensure effective collaboration and problem-solving. Committed to enhancing client satisfaction and driving business success through proactive engagement and innovative solutions.
Overview
9
9
years of professional experience
Work History
Client Advisor
Royal Bank of Canada
06.2024 - Current
- Generated $1.51 million YTD in referral volume to retirement planners and mortgage specialists, consistently exceeded KPIs for appointment bookings, referrals, and digital enablement, while leveraging technology to enhance client experience
- Proactively built relationships with clients across branch and community settings, providing personalized financial guidance and identifying banking solutions while delivering exceptional customer service through active listening and needs assessment
- Proactively resolved banking issues and managed comprehensive financial transactions, while cultivating strategic relationships with internal specialists and partners to maximize referral opportunities and deliver integrated solutions
- Adhered to AML/BSA requirements and other regulated banking activity.
Customer Service/associate
Walmart
11.2021 - 06.2024
- Cash Management: Managed cash register operations with precision and accuracy, honing my financial transaction skills.
- Customer Service: Provided excellent customer support, resolving issues promptly and enhancing customer satisfaction.
Marketing Agent
Ground Nation
09.2016 - 12.2018
- Contributed significantly to a public school library’s restoration via strategic planning of various fundraisers, including a Health Day that involved conducting first aid sessions with a volunteer team.
- Managed an Excel spreadsheet to track funds raised and supervised fund allocation for optimal efficiency.
Education
Bachelor's Degree - Finance Major, Minor in Entrepreneurship
University of Ottawa
Ottawa, ONSkills
- Fluent in English and French
- Experience in financial services
- Client relationship management
- User interface prototyping
- Product development
- Budget management
- Advanced Excel skills
- Proficient in Microsoft Word
- Advanced calculus proficiency
- Academic tutoring
- Proficient in Microsoft PowerPoint
Websites
Languages
French
Native or Bilingual
Timeline
Client Advisor
Royal Bank of Canada
06.2024 - Current
Customer Service/associate
Walmart
11.2021 - 06.2024
Marketing Agent
Ground Nation
09.2016 - 12.2018
Bachelor's Degree - Finance Major, Minor in Entrepreneurship
University of Ottawa
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