Helia Carvalho
Hamilton,Ontario
Summary
I am seeking a professional role with the position posted. I hold an honours college diploma within the field of Community Service and Addictions from CMIT College and also a 18 year experience in the financial industry. I believe that I can contribute considerable enthusiasm, integrity, and hard work to supporting the achievement of your goals. Being a positive communicator who thrives on challenges and opportunities to put in a demanding effort, I believe that I could quickly develop into a productive asset within your organization.
Sincerely,
Helia Carvalho
Overview
26
26
years of professional experience
1
1
Certification
Work History
Assistant Program Coordinator
Echo Program for Disabled Adults
08.2022 - 09.2022
- Worked one-on-one with participant to assist individual needs and goals
- Assisted in meaningful day geared towards integration and development of social skills.
- Developed project plans for special projects as assigned by Program Coordinators.
- Assisted with the coordination of program activities and events.
Assistant Program Coordinator
Good Shepard SAM program
01.2022 - 08.2022
- Support daily activities and routines with challenged and aging seniors.
- Developed project plans for special projects as assigned by Program Coordinators.
- Assisted with the coordination of program activities.
Insurance Agent
Primerica
04.2021 - 05.2022
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Client Assistant Officer/ Reception / Assistant Administration and Accounts
ROYAL BANK OF CANADA
01.2007 - 01.2013
- Spot lighted efficiency solutions to challenges within the workplace.
- Responded to client-initiated contact, assisting them with a full range of financial transactions.
- Actively listened and engage clients in conversation to further understand their individual needs.
- Proactively took ownership of resolving and preventing client banking.
- Assisted with onboarding new clients, including providing information about services, products and policies.
- Generated reports on client activity using specialized software programs.
- Performed administrative tasks such as preparing correspondence, scheduling appointments and organizing documents.
- Managed a high volume of incoming calls from clients and addressed their questions or concerns quickly and accurately.
- Coordinated meetings between clients and other departments within the organization.
- Ensured compliance with all applicable laws, regulations, policies and procedures related to client activities.
- Created presentations for staff training sessions on best practices for working with clients.
- Worked closely with sales team members on developing customized solutions for individual customers' needs.
Client Services Expert
ROYAL BANK OF CANADA
01.2006 - 01.2007
- First point of contact for colleague's inquiries
- Monitored transaction accuracy for tellers and clients.
- Responsible for all branch retentions of documents and filing, also ordering supplies.
- Problem-solving and people skills, with the ability to build strong relationships.
- Managed customer accounts, including creating new accounts and updating existing ones.
- Monitored customer accounts for any changes or updates that may be necessary.
- Participated in weekly team meetings to discuss strategies for improving client relations.
- Generated detailed reports on client interaction metrics such as response times, issue resolutions.
- Ensured compliance with applicable laws related to consumer protection when dealing with clients.
- Supported sales team members to drive growth and development.
Central Teller / Client Services Representative
Royal Bank
01.1997 - 01.2006
- Responsible for sustaining correct amounts of cash in the unit
- Ordering and shipping cash, and foreign currencies
- Balancing cash operations for the unit and ATM's
- Processed deposits, withdrawals, loan payments, cash advances, transfers and check cashing.
- Processed wire transfers for customers both domestic and international.
- Ensured compliance with all applicable laws and regulations.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Trained employees on cash drawer operation.
- Balanced daily cash deposits and vault inventory.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Bank.
Education
Honours Diploma - Mental Health Social and Addictions Service Worker
Canadian Institute of Management and Technology [CIMT]
01.2022
Skills
- Results-focused
- Strong work ethic
- Analytical and detail oriented
- Exemplary supervisory skills
- Excellent staff and customer relations
- Proven leadership skills
- Effective problem-solver
- Proficient in MS Office and Internet
- Solid team building abilities
- Effective communication skills
- Quick and continuous learner
- Work well in high pressure situations
- Front-line customer service skills
- Efficient, quick and accurate
- Strong organization skills
- Fluent in English and Portuguese
- Scheduling Coordination
- Clear written communication skills
- Problem-solving skills
- Critical Thinking Skills
- Financial Administration skills
Certification
- First Aid / CPR [CIMT]
- Crisis Management [CIMT]
- WHIMS Certificate
- Korn Ferry Cognitive Capability Assessment CRA
- Diploma Social Services and Addiction Worker
- Research and Interpretation Course CRA
- Police Solution Check Completed
References
References available upon request.
Timeline
Assistant Program Coordinator
Echo Program for Disabled Adults
08.2022 - 09.2022
Assistant Program Coordinator
Good Shepard SAM program
01.2022 - 08.2022
Insurance Agent
Primerica
04.2021 - 05.2022
Client Assistant Officer/ Reception / Assistant Administration and Accounts
ROYAL BANK OF CANADA
01.2007 - 01.2013
Client Services Expert
ROYAL BANK OF CANADA
01.2006 - 01.2007
Central Teller / Client Services Representative
Royal Bank
01.1997 - 01.2006
Honours Diploma - Mental Health Social and Addictions Service Worker
Canadian Institute of Management and Technology [CIMT]
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