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.
• 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