Summary
Overview
Work History
Skills
Languages
Timeline
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Gale Galenza

Morinville,AB

Summary

Proud Mother to two adult sons . Love playing sports including Slo Pitch through Edmonton Sport and Social Club , Soccer through Edmonton District Soccer Association . Curling at St. Albert . My husband and I enjoy camping . I am an active person who enjoys being with people .

Overview

12
12
years of professional experience

Work History

Commercial Banking Advisor

Royal Bank
08.2019 - 07.2024
  • 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.

Personal Financial Advisor

Royal Bank of Canada, RBC
07.2012 - 07.2019
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Advised clients on portfolio allocation and various investment types.
  • Conducted regular portfolio reviews to ensure alignment with clients'' evolving financial objectives and market conditions.
  • Educated clients on various investment products, enabling informed decision-making and enhanced portfolio diversification.
  • Built long-lasting relationships with clients by providing personalized financial advice and exceptional customer service.

Skills

Certificate of " Investment Funds in Canada"

Certificate in " Certified Financial Planning "

Languages

English
Professional Working

Timeline

Commercial Banking Advisor

Royal Bank
08.2019 - 07.2024

Personal Financial Advisor

Royal Bank of Canada, RBC
07.2012 - 07.2019

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Gale Galenza