
A proven people manager and process expert, with a deep knowledge in business analysis within Personal Banking Operations. Demonstrates communication, negotiation and management skills; experienced in efficient leadership and delegation which streamlines into successful execution of projects, timelines and team development
• Led a diverse team of Operational Enablement Specialists in Personal and Commercial Banking, driving operational efficiency through floor support, complex escalations and implementation of National Office initiatives.
• Coached and developed team members, fostering a culture of continuous learning, skill-building and high performance through targeted development plans and actionable feedback.
• Analyzed data trends and patterns to identify areas of improvement, leveraging insights to drive process enhancements and operational excellence
• Ensured adherence to RBC’s risk management culture, policies and compliance standards, mitigating operational risks and safeguarding data integrity.
• Recruited and motivated top talent to develop them for future success
• Assist with rushes and escalations from multiple sources, while communicating with branches, lawyers, and other partners to reduce client impact and provide best client experience
• Assure employees apply due diligence in all transactions in accordance with bank policies and data integrity (compliance, risk, AML, etc.)
• Identify performance gaps and formulate technical coaching plans in collaboration with managers and people leaders.
• Lead new initiatives from National Office and ensure that proper communication is provided to the centre (e.g. new mortgage promotions and process updates that streamline the business)
• Collaborate to ensure efficient management of work queues on Turnpike and prioritize high value dealerships, e.g. Tesla
• Mindfully navigate challenging discussions regarding low productivity and behavioural issues while fostering an environment conducive to growth
• Exhibit strong problem-solving abilities through effectively addressing logistical and personal concerns
• Conduct 1x1 meetings with students, providing coaching and fostering accountability for error resolution
• Coordinate informal coffee chat sessions for students, providing opportunities to engage with professionals in their respective fields of interest
• Utilize virtual meetings and games in order to maintain high employee engagement and morale
• Facilitate the funding of personal mortgages and loans, ensuring all transactions are completed within the service level agreement (SLA), exceeding performance benchmarks
• End to end knowledge of HECC process - cross-trained in intake, processing and funding
• Designated Officer in Charge (OIC) – assist agents to ensure deals are completed in a timely manner and minimizing errors; complete rushes, escalations and outages and assist with funding investigation inbox during high volumes
• Support various other teams as the on-site contact, such as MAP, small builder, social housing, creditor payout and operations support team.
• Trained fellow colleagues in on-site process, ensuring proper communication between these colleagues so drafts and letters, etc. are not missed
• Consistently relied upon to lead job shadows for colleagues who request to learn more about funding processes and best practices
• Serve as the primary point of contact for FCT, responsible for managing and prioritizing rush requests and conducting file investigations on behalf of FCT
• Complete CART payout requests relating to loans, mortgages and Homeline plans; exceeding daily hurdle
• Solve complex client transactions daily, prioritizing escalations and rush requests, while communicating with respective branches to provide exemplary service to the client
• Ensure all documents/data are examined for completeness and accuracy before recording in the system, while utilizing the “client first” mindset to rectify inconsistencies
• Prioritize workload based on urgency to provide good service delivery and promote business efficiency
• Expanded knowledge by cross-training in other functions such as Homeline, mortgage and loan transfers and RRSP activations
•Initiated creative projects to boost employee morale through vision boards