Jessica Dias
Mississauga,Ontario
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Senior Credit Officer
RBC INVESTMENTS
08.1999 - Current
- Balance client service and effective Credit recovery minimizing capital risk to the firm
- Meet Service Partner Agreement
- Review daily margin exception reports, daily cash delinquent, unsecured reports and review options expiry on weekly, monthly and quarterly dates
- Execute trades independently up to my allowable limits
- Disburse and approve funds between $100K and $250K
- Provides support within a function or business unit
- Collects, processes and analyzes data and information to develop recommendations and conclusions at a level appropriate to the role
- Delivers the output to others, generally at a more senior level, who make final decisions and take action or manage implementation
- Generally client-facing roles responsible for generating revenue, often as a direct contributor.
Client Service Representative
RBC INVESTMENTS
06.1996 - 08.1999
- Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients throughout the branch
- Identify needs and provide tailored financial advice and solutions to clients, when possible, at the point of first contact
- Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfill client solutions
- Understand & resolve client concerns, where possible, at first point of contact
- Educate & assist clients with using RBC digital capabilities
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Education
Completed coursework towards Accounting -
Humber North Campus
06.1999
High School Diploma -
Don Bosco Secondary
06.1996
Skills
- Excellent communication skills, developed through experience in customer service, and credit department
- Proficient computer literacy proven through work experience for example, excel, word, access, and monarch
Timeline
Senior Credit Officer
RBC INVESTMENTS
08.1999 - Current
Client Service Representative
RBC INVESTMENTS
06.1996 - 08.1999
Completed coursework towards Accounting -
Humber North Campus
High School Diploma -
Don Bosco Secondary
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