Dedicated professional with a proactive approach and quick learning ability. Strong work ethic complemented by effective communication skills. Committed to contributing to team success and supporting organizational objectives.
Overview
19
19
years of professional experience
Work History
Client Advisor
RBC
Surrey, British Columbia
11.2020 - 10.2024
Developed customized financial plans based on client goals and risk tolerance.
Educated clients on market trends and investment opportunities, enabling informed investment decisions.
Trained new staff on customer service protocols, enhancing overall client experience.
Oversaw cash handling activities, ensuring accuracy in cash orders and secure shipment preparation.
Adhered to AML requirements, audit procedures other regulated banking activities.
Customer Service Representative
CIBC
06.2014 - 03.2018
Provided fast, friendly, and knowledgeable service for routine inquiries and resolved service complaints, enhancing customer satisfaction.
Guided team in handling customer call escalations and trained new employees on customer service and order processing, improving team capabilities.
Promoted products to customers during service, account, and sales follow-up calls, contributing to revenue objectives.
Process standard teller transactions for customers, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies.
Prepared cash shipments to ensure branch compliance.
Casino Dealer
HARD ROCK CASINO
02.2009 - 06.2014
Converted customer cash and vouchers into gaming chips, ensuring smooth transaction flow.
Monitored player behavior while dealing cards to detect potential cheating.
Engaged players at tables to create enjoyable gaming atmosphere.
Provides prompt, friendly and courteous service to all guests in a confidential manner.
Assisted customers with account updates, new service additions and promotional offers.
Key Holder/Sales Associate
PEGABO ( ALDO GROUP INC.)
03.2006 - 07.2008
Engaged with customers daily to understand needs, provide assistance, and gather feedback for operational improvements.
Promoted new products and sales initiatives, driving revenue growth and upselling opportunities.
Leveraged product promotion skills and knowledgeable sales strategies to increase revenue.
Collaborated with team members on cashier duties, product merchandising, and cleaning tasks to enhance store operations.
Completed administrative duties, including opening and closing reports and bank deposits, each day to keep back-office functions current and accurate.