Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Francesca Cincinnato

Tottenham,Ontario

Summary

Driven by a passion for fostering strong client relationships and a proven track record in new business generation, I have excelled in roles at Royal Bank of Canada and CIBC. Leveraging exceptional communication and customer portfolio management skills, I've significantly contributed to client satisfaction and portfolio growth, embodying a commitment to results and client success. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

6
6
years of professional experience

Work History

Relationship Manager Business Markets

Royal Bank of Canada, RBC
03.2023 - Current
  • Acquire, grow and deepen client relationships through delivery of value-added, tailored financial advice to meet their needs
  • Proactively contact clients, gather insights through client discovery, understand their needs and changing circumstances and ongoing satisfaction with all of RBC
  • Plan and prioritize client and market activities, find opportunities and make introductions to RBC partners to fulfill clients’ business and personal financial needs to win as One RBC
  • Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
  • Champion digital enablement and be an advocate of RBC mobile and online applications, enable our clients to engage with RBC through the channel of choice
  • Be on your client’s path, visit your clients on-site to gain a thorough understanding of their business objectives and operations, as permitted.
  • Business development and client acquisition and prospecting skills, including building and leveraging valuable Centres of Influence within the local business community
  • Proven track record in exceptional client relationship management
  • Excellent communication, time management and organizational skills

Associate Financial Advisor

CIBC
09.2018 - 05.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Education

High School Diploma -

Loretto College School
Toronto, ON
06.1989

Skills

  • Solution management
  • New business generation
  • Relationship Building
  • Loans
  • Client acquisition
  • Excellent Communication
  • Customer Portfolio Management
  • Customer Service
  • Client Engagement
  • New Business Development

Languages

English
Full Professional
Italian
Professional Working

Timeline

Relationship Manager Business Markets

Royal Bank of Canada, RBC
03.2023 - Current

Associate Financial Advisor

CIBC
09.2018 - 05.2022

High School Diploma -

Loretto College School

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Francesca Cincinnato