Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Doua Altwal

Windsor

Summary

Accomplished banking professional with a proven track record at Royal Bank Of Canada, RBC, and JORDAN AHLI BANK, enhancing customer satisfaction and business growth through expert financial planning and portfolio management. Skilled in banking software and fostering strong client relationships, I've significantly contributed to improved service quality and efficient banking solutions.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Banking Advisor/Mutual Fund Representative

Royal Bank Of Canada, RBC
04.2022 - Current
  • Extended and sustained relationships with customers to maintain and grow business.
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Strengthened customer relationships through timely follow-ups and proactive communication.

Client Advisor

Royal Bank Of Canada, RBC
04.2018 - 04.2022
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.

Assistant Branch Manager

JORDAN AHLI BANK
01.2015 - 09.2017
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

Customer Service Representative

JORDAN AHLI BANK
04.2007 - 01.2015
  • Handled customer inquiries and suggestions courteously and professionally.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

Education

Bachelor’s Degree Faculty of Physical Education -

Jordan University
JORDAN
01.2007

High School Diploma -

LATIN SCHOOL
AMMAN, JORDAN
09.2003

Skills

  • Business Prospecting
  • Banking Software Proficiency
  • Portfolio Management
  • Loan Processing
  • Investment strategies
  • Investment banking services
  • Financial Planning
  • Credit risk evaluation
  • Banking
  • Sales and Marketing
  • Mutual funds
  • Loans
  • Investment advice
  • Retirement planning

Languages

Arabic
Native or Bilingual
English
Full Professional

Certification

  • INVESTMENT FUNDS IN CANADA (IFC)
  • Effective supervision skills
  • Communications skills
  • MS Office

Timeline

Banking Advisor/Mutual Fund Representative

Royal Bank Of Canada, RBC
04.2022 - Current

Client Advisor

Royal Bank Of Canada, RBC
04.2018 - 04.2022

Assistant Branch Manager

JORDAN AHLI BANK
01.2015 - 09.2017

Customer Service Representative

JORDAN AHLI BANK
04.2007 - 01.2015

Bachelor’s Degree Faculty of Physical Education -

Jordan University

High School Diploma -

LATIN SCHOOL
Doua Altwal