Jessica Williams
Summary
I am a dedicated professional with a proven track record of providing exceptional customer service in fast-paced environments. Offering more than 20 years customer experience and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive when working with little to no supervision.
Overview
17
17
years of professional experience
Work History
Financial Advisor
Royal Bank Of Canada, RBC
08.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped clients make informed decisions about financial future, including insurance on each credit solution
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Presented financial plans and investment recommendations to clients.
Financial Advisor
Scotiabank
03.2021 - 08.2023
- Created and maintained comprehensive financial plans that analyzed client's investment allocation
- Developed custom financial strategies for clients to help them reach their short term, and long-term financial goals as well as childs' education plans
- Assist clients with purchasing new homes, refinancing existing and accessing equity in their current home
- Provided guidance regarding cash flow management techniques tailored towards individual requirements
- Implemented business development strategies to acquire new business
- Identified financial needs of customers through effective questioning and listening techniques
- Make use of internal resources to identify investment opportunities and solutions for clients
- Evaluated clients' current financial position, including income, expenditure, insurance coverage, tax status and investments
- Collaborated with teams from different departments within the organization on wealth management pipeline
- Developed client pipeline by prospecting, networking and creating reports targeting customers specific needs
- Explained complex financial concepts in a clear and concise manner to clients
- Exceeded production targets quarterly that impacted overall branch goals
- Mutual fund accreditation MFRA Completion of Financial Planning I & II (CIFP)
Financial Customer Experience Associate
CIBC | Simplii Financial
09.2019 - 03.2021
- Provided accurate and appropriate information in response to customer inquiries
- Adhered to all established procedures for handling confidential information securely
- Greeted customers, answered inquiries, and resolved customer complaints in a call center environment
- Documented customer interactions and complaints in a customer relationship management system
- Developed effective strategies for dealing with difficult customers while upholding company standards
- Conducted research into account discrepancies and provided solutions as needed
- Assisted customers with opening new accounts and setting up online banking services, mortgages, loans, and credit cards
- Demonstrated strong organizational skills to manage multiple tasks simultaneously
- Reviewed loan applications against established criteria before approving or denying them
- Developed and maintained positive relationships with customers by providing timely, accurate information and solutions to their inquiries or problems
- Exceeded quarterly sales targets.
Real Estate Agent
EXIT Realty Advantage
03.2017 - 09.2019
- Guided and assisted buyers or sellers throughout entire transaction process
- Performed comparative market analysis to estimate property value
- Developed excellent communication skills through providing advice and guidance on property-related matters
- Competent in conducting research on local markets, zoning regulations, taxes, financing options
- To provide accurate information to customers
- Experienced in evaluating property listings to determine their suitability for prospective buyers or tenants
- Accompanied buyers and sellers to home inspections and appraisals
- Skilled in negotiating deals between buyers and sellers to ensure maximum benefit for both parties
- Managing multiple projects simultaneously while meeting tight deadlines
- Generated lists of properties compatible with buyers' needs and financial resources.
Retail Sales Manager / Sales Advisor
Covey Basics
02.2007 - 09.2019
- 2007 - 2017 Tracked inventory levels on a daily basis to ensure adequate stock levels were available at all times
- Maintained in-depth knowledge of products, services, pricing plans, promotions, and payment options
- Built strong vendor relationships to secure competitive prices for products offered in-store
- Monitored store performance metrics such as sales goals, shrinkage levels, and customer satisfaction ratings
- Analyzed data from weekly reports to identify trends in product categories that could be leveraged for marketing purposes
- Responsible for creating job ads, interviewing, hiring and training new staff
- Responsible for coaching all staff
- Responsible for weekly schedule creation and submitting payroll
- Researched, designed and developed training for Print Shop addition to retail location
- Managed Toshiba technical department
- 2017 - 2019 Outside sales representative responsible for extensive book of business dealing with commercial customers
- Designing ergonomic office space as well as assisting in interior design exploration
- Consistently exceeding quarterly and yearly goals of $1 million
Education
Certification In Pharmacy Technician -
CompuCollege
Fredericton, NBDiploma In Real Estate -
NBCC
Fredericton, NBInvestment Planning
CIFP Mutual Funds License
CIFP Chartered Institute Of Financial PlanningCSI Financial Planning 1
Canadian Securities InstitutionSkills
- Expertise in customer service
- Sales expertise - 20 years experience
- CRM software - create reports, analyze data, scheduling
- Microsoft Access Outlook Windows
- Account balancing, reconciliation
- Multi - tasking and time management
- Active Listening and Learning - learn to listen
- Manage Budgets
Languages
English
Timeline
Financial Advisor
Royal Bank Of Canada, RBC
08.2023 - Current
Financial Advisor
Scotiabank
03.2021 - 08.2023
Financial Customer Experience Associate
CIBC | Simplii Financial
09.2019 - 03.2021
Real Estate Agent
EXIT Realty Advantage
03.2017 - 09.2019
Retail Sales Manager / Sales Advisor
Covey Basics
02.2007 - 09.2019
Certification In Pharmacy Technician -
CompuCollege
Diploma In Real Estate -
NBCC
Investment Planning
CIFP Mutual Funds License
CSI Financial Planning 1
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