Jeneique Gomes
Calgary,Canada
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Retail Banking, Commercial banking products and delivering exceptional client experience.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
11
11
years of professional experience
Work History
Commercial Banking Advisor
RBC Royal Bank
07.2023 - 06.2025
- Cultivated strong relationships with clients to understand financial needs and provide tailored banking solutions.
- Analyzed customer accounts to identify potential opportunities for product cross-selling and service enhancements.
- Educated clients on various banking products, resulting in improved customer satisfaction and retention rates.
- Streamlined account opening processes, enhancing efficiency and reducing wait times for clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Led initiatives to enhance digital banking services, increasing user engagement and online transaction volumes.
Business Relationship Manager
Royal Bank of Canada (RBC)
02.2022 - 07.2023
- Manage a portfolio of two hundred clients (high net worth) with 100% retention rate.
- Formulated and executed strategies to gain client acquisition.
- Led/championed client experience committee in brainstorming sessions to boost client satisfaction results.
- Gave regular reports to the executive team on state of client satisfaction and shared ideas on strategies to improve customer service.
- Improved social media engagement for entrepreneurs by 60%
- Champion of the RBC national program, CWEA (Canadian women entrepreneur awards) encouraging teams to nominate female entrepreneurs across the country.
Branch Manager
Royal Bank of Canada (RBC)
09.2018 - 02.2022
- Led/Mentored a team on advice- giving strategies on banking solutions to improve the overall customer satisfaction.
- Promoted RBC’s image and goodwill within the community by participating and organizing community events.
- Oversaw complex branch administrative duties for mutual funds, credit, and compliance.
- Cultivated a positive and customer-focused work environment that builds productivity, innovation, operational improvement, and professionalism.
- Liaised with assigned partners in Commercial, Mortgage and Investment banking to collaborate on emerging issues and new client acquisition while staying within industry regulations.
Assistant Branch Manager
Royal Bank of Canada (RBC)
03.2017 - 09.2018
- Leadership experience- trained and mentored new employees, coached staff one-on-one in giving financial advice to clients and adhering to compliance policies. Presentations given to staff on an on-going basis on product knowledge in financial products and services.
- Revised financial statements and conducted business analysis to determine client’s credit worthiness for both personal and small businesses loan applications.
- Analyzed clients financial and life stage needs and developed financial plans to help clients achieve their financial goals
Financial Advisor
Royal Bank of Canada (RBC)
01.2014 - 06.2016
- Contributed to a team with diverse backgrounds to present financial analysis to assist in assessing financial needs.
- Collaborated with clients and applied financial counselling principles.
- Actively and effectively assess the clients’ life stage needs and provide financial solutions.
- Costs variances and addressed management queries.
- Prepared year end schedules for external and internal auditors and the tax department.
Education
BBA - Finance And HR
University of New Brunswick
UNB01.2011
Skills
- Business prospecting
- Portfolio management
- Client relationship management
- Information presentation
- Market analysis
- Critical thinking
- Sales and marketing
Languages
English
Full Professional
Timeline
Commercial Banking Advisor
RBC Royal Bank
07.2023 - 06.2025
Business Relationship Manager
Royal Bank of Canada (RBC)
02.2022 - 07.2023
Branch Manager
Royal Bank of Canada (RBC)
09.2018 - 02.2022
Assistant Branch Manager
Royal Bank of Canada (RBC)
03.2017 - 09.2018
Financial Advisor
Royal Bank of Canada (RBC)
01.2014 - 06.2016
BBA - Finance And HR
University of New Brunswick
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