Francesca Cincinnato
Tottenham,Ontario
Summary
Offering strong interpersonal skills and passion for client satisfaction, eager to learn and grow in dynamic environment. Brings willingness to understand client needs and utilizes effective communication and problem-solving abilities. Ready to use and develop relationship-building and customer service skills in Relationship Manager role.
Overview
9
9
years of professional experience
Work History
Relationship Manager Business Markets
Royal Bank of Canada, RBC
08.2022 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Associate Financial Advisor
CIBC
09.2018 - 05.2021
- Assisted with portfolio management to ensure optimal asset allocation and diversification for clients.
- Increased client retention rates by consistently delivering high-quality service and demonstrating genuine concern for their wellbeing.
- Streamlined financial planning processes for increased efficiency and improved client experience.
- Continuously sought opportunities for professional development, attending conferences and workshops to enhance skills and knowledge as an associate financial advisor.
- Participated in community outreach initiatives as a representative of the firm, helping raise awareness about better financial planning practices among local residents.
- Maintained thorough documentation of all client interactions as per regulatory requirements.
- Kept up-to-date on industry trends and market movements to provide informed guidance to clients at all times.
- Identified areas of improvement in internal processes, implementing changes that ultimately led to better outcomes for both the firm''s staff members as well as its clientele base.
Personal Banker
BMO
01.2016 - 09.2018
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
High School Diploma -
Loretto College High School
Toronto, ON06-1984
Skills
- Customer relationship management
- Product knowledge
- Customer service
- Relationship building and management
- Banking
- New business generation
- Time management
- Excellent communication
- Sales expertise
- Financial planning processes
- Financial services
- Critical thinking
- Customer relationships
Languages
English
Full Professional
Italian
Limited Working
Timeline
Relationship Manager Business Markets
Royal Bank of Canada, RBC
08.2022 - Current
Associate Financial Advisor
CIBC
09.2018 - 05.2021
Personal Banker
BMO
01.2016 - 09.2018
High School Diploma -
Loretto College High School
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