Heather Van Der Gaag
West Kelowna,British Columbia
Summary
I am a passionate motivated fundraising coordinator with success in raising funds for many organizations. I am talented and successful in motivating and inspiring team members to attain new levels of fundraising success.
I have many years of experience in creating team events by motivationally speaking, brainstorming and collaborating to bring team members to a place of empathy and understanding of the need and desire to support others.
I truly believe in community and giving back is what makes us all succeed. It is my utmost passion in life.
Overview
16
16
years of professional experience
Work History
Private Banking Associate
RBC Wealth Management
04.2021 - Current
- Managed and motivated employees to be productive and engaged in work.
- Organizing and leading team meetings.
- Defined clear targets and objectives and communicated to other team members.
- Skilled at working independently and collaboratively in a team environment.
- Accomplished multiple tasks within established timeframes.
- Self-motivated, with a strong sense of personal responsibility.
- Established team priorities, maintained schedules
- Proven ability to learn quickly and adapt to new situations.
- Works well in a team setting, providing support and guidance.
Client Care Advisor
RBC- Orchard Plaza
2018 - Current
- Always providing exceptional client experience, going above and beyond to think out of the box for solutions meet the clients needs in person as well as via phone
- Assisting partners working from home by completing tasks such as signings, appointment bookings and completing administrative duties to ensure the client experience is not impacted
- Leading in digital education to help enroll clients in online and mobile banking and assisting in navigating them to enable them in the future
- Demonstrating time management and efficiency by completing tasks in a timely manner
- Providing leadership in branch
- Coordinating all staff events
- Managing supplies for branch and partners at home
- "Right hand" to branch manager for any tasks needing to be completed in branch
- Being a consistent example of RBC values; client first, collaboration, accountability, diversity, inclusion and integrity
Business /Client Advisor
Royal Bank of Canada
2012 - 2018
- Active listening skills to spot client discovery and opportunities
- Appointed as digital advisor for branch to help others to enable clients at ATM and at home
- Partnering with Commercial Account Managers and Business Account Managers to meet business clients financial needs.
- Solving problems at first point of contact
Advertising Consultant
Jim Pattison Outdoor
02.2010 - 04.2012
Advertising Consultant
Astral Media
03.2007 - 03.2010
Education
Business
Foothill College- Palo Alto CA
Business
Skagit Valley College - Mt Vernon WA
Marketing Management - Sales Skills
Sandler Sales Training
Skills
- Event Coordination
- Working collaboratively
- Team Leadership
- Organization
- Active listening
- Relationship building
- Problem resolution
- People skills
Accomplishments
RBC Performance Winner Community Hero -2022
RBC Performance Winner Community Champion -2021
RBC Performance Winner Leadership Role Model- 2020
RBC Quarterly Winner- 2019
Affiliations
- Speaker at events for Okanagan Food Bank 2012-present
- Private Banking Giving Campaign Champion 2022-2023
- Private Banking Giving Campaign Champion 2021
- Okanagan Food Bank Angel Campaign 2019-present
- Branch Champion Giving Campaign 2020
- Branch Champion Giving Campaign 2020
- Branch Champion for BC Children's Hospital 2012-2019
- Speaker at events for Okanagan Food Bank 2012-present
- United Way Branch Champion 2015/ 2017
- Kelowna Spokesperson for BC Children's Hospital 2005-2007
- Kelowna Spokesperson for BC Children's Hospital 2005-2007
Community Involvement
United Way BC
BC Children's Hospital
Kelowna/ Okanagan food Bank
Mammas for Mammas
KGH Foundation
Kelowna Gospel Mission
Salvation Army Kettle Drive
Inn from the Cold
Big Brothers Big Sisters
PROFESSIONAL REFERENCES
Kristi Wensley Administrative Assistant 2- kristi.wensley@rbc.com
Marisa Ryan- Dominion Securities marisa.ryan@rbc.com
Dora Goldenberg - Private Banking Regional Manager Sales dora.goldenberg@rbc.com
Timeline
Private Banking Associate
RBC Wealth Management
04.2021 - Current
Advertising Consultant
Jim Pattison Outdoor
02.2010 - 04.2012
Advertising Consultant
Astral Media
03.2007 - 03.2010
Client Care Advisor
RBC- Orchard Plaza
2018 - Current
Business /Client Advisor
Royal Bank of Canada
2012 - 2018
Business
Foothill College- Palo Alto CA
Business
Skagit Valley College - Mt Vernon WA
Marketing Management - Sales Skills
Sandler Sales Training
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