Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Elnaz Atashbarghi

Coquitlam,BC

Summary

As an Assistant Branch Manager at RBC, I am responsible for overseeing the branch's business development and operations, including ensuring compliance with policies and procedures and managing risks and audits. I have been leading and supporting a team of advisors for over two years, providing guidance, coaching, and feedback to help them achieve their career goals.

With more than 7 years of experience in the financial industry, I have developed strong skills in customer relationship management, creative problem-solving, and leadership. I built trust with my team and clients by utilizing effective communication, active listening, and asking the right questions.

Overview

9
9
years of professional experience

Work History

Assistant Branch Manager

RBC Royal Bank
09.2021 - Current

• Established a new branch, and actively led soft and grand opening operations, new client acquisition and community engagement.

• Achieved the branch's 3-year goal in less than 2 years through strong sales management strategies, partnership, and coaching

• Drove high employee engagement through talent management, development and career planning

• Leveraged partners and centers of influence to establish both internal and external partnerships to support business objectives

• Coached team on client acquisition, advice and education, problem resolution and prevention at the first point of contact, and advocated for digital enablement and multichannel usage

• Partnered with the branch manager and regional leaders to ensure the operational effectiveness of the branch and maximize the performance of the team

• Inspired, orchestrated and pioneered superior retailing excellence to deliver a memorable client experience

Banking Advisor

RBC Royal Bank
11.2018 - 08.2021
  • Provided expert advice for complex credit and investment needs
  • Grew business by client acquisition and retention, and exceeded the overall annual target.
  • Identified opportunities for advice, solutions, digital enablement and partner introductions.
  • Proactively engaged with clients to deepen existing relationships and build rapport.
  • Attracted, nurtured, and grew relationships with high-value personal and small business clients.
  • Led the internal Business Banking Committee for 2 years. (Skill building sessions, updates on new features and market updates).
  • Mentored and coached new advisors.

Client Advisor

RBC Royal Bank
04.2017 - 10.2018
  • Proactively engaged with clients in all areas of the branch and the community.
  • Uncovered banking needs, provided help and advice, and identified sales and referral opportunities.
  • Leveraged technology in client interactions.
  • Responded to client-initiated contact, and assisted them with a full range of financial transactions.
  • Proactively took ownership of resolving and preventing client banking problems.

Customer Service Ambassador

Vancouver International Airport (YVR)
05.2016 - 03.2017
  • Proactively collaborated with internal teams to align customer/passenger engagement strategies with organizational objectives.
  • Was responsible for meticulously recording all passenger information in the YVR tool and processing data pre-clearance.
  • Provided high-quality care and service to the airport passengers and visitors pre and post-security.
  • Supervised the clearance of transit baggage, and translated Customs and Border Protection interviews
  • Collaborated with internal departments and aircraft crew members to ensure customer service needs were met.
  • Trained and mentored new ambassadors in the airport.

Supervisor - Sales

Inditex
07.2015 - 05.2016
  • Administered store and sales associates in the absence of the manager.
  • Created extraordinary shopping experiences for customers by being friendly, helpful, patient, and polite.
  • Oversaw the store operation tasks for opening and closing.
  • Trained and coached new associates.
  • Actively contributed to displays of merchandise to adhere to company standards, customer satisfaction and improved daily sales.

Education

Master of Science - Economics

University of Northern British Columbia
Prince George, BC

Skills

  • Leadership
  • Certified Mutual Fund Representative (CIFC)
  • Coaching and mentoring
  • Sales and business development
  • Branch operations management
  • Internal controls and reporting
  • Business relationship management
  • Customer relationship development
  • CSI personal financial services advice certificate

Languages

English
Native or Bilingual
Persian
Native or Bilingual

Timeline

Assistant Branch Manager

RBC Royal Bank
09.2021 - Current

Banking Advisor

RBC Royal Bank
11.2018 - 08.2021

Client Advisor

RBC Royal Bank
04.2017 - 10.2018

Customer Service Ambassador

Vancouver International Airport (YVR)
05.2016 - 03.2017

Supervisor - Sales

Inditex
07.2015 - 05.2016

Master of Science - Economics

University of Northern British Columbia
Elnaz Atashbarghi