JAY PHALKE
Cochrane,AB
Summary
Enthusiastic financial services professional with 2+ years of banking experience, highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, everyday banking, investment and credit solutions.
Overview
4
4
years of professional experience
Work History
Banking Advisor
RBC Royal Bank
08.2021 - Current
- Assisted clients with budgeting and cash flow management
- Open Business and personal Bank accounts for clients, making sure they are the right fit.
- Recommended specific investments to help clients meet financial goals.
- Examined client loan applications for loan approvals and denials.
- Assisted clients in understanding loan or investment terms and conditions to make informed decisions.
- Evaluated loan requests and documents to verify accuracy and completeness.
SAP Warehouse Operator
SUPERSTORE
01.2020 - 11.2020
- Compared shipping orders and invoices against contents received to verify accuracy
- Coordinated warehouse organization scheme and product placements
- Organized storage areas to optimize materials movements and minimize labor hours
Education
Business Administration Diploma - Financial Services
SAIT
Calgary, AB04.2021
Certificate - Mutual Funds And Investments
THE INVESTMENT FUNDS INSTITUTE OF CANADA
Calgary, AB04.2021
High School Diploma -
Sir Winston Churchill High School
Calgary, AB06.2016
Skills
- Loan Processing
- Organizational Systems
- Investment Planning
- Process Improvement
- Credit Risk Evaluation
- Wealth Management
Languages
English
Native or Bilingual
Marathi
Full Professional
Timeline
Banking Advisor
RBC Royal Bank
08.2021 - Current
SAP Warehouse Operator
SUPERSTORE
01.2020 - 11.2020
Business Administration Diploma - Financial Services
SAIT
Certificate - Mutual Funds And Investments
THE INVESTMENT FUNDS INSTITUTE OF CANADA
High School Diploma -
Sir Winston Churchill High School
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