Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Karla Farrell

Regina,Saskatchewan

Summary

Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs.

Overview

15
15
years of professional experience

Work History

Assistant Branch Manager

RBC Royal Bank

-partnered with Branch Manager to lead the branch , coaching routines, managing the floor and branch traffic, scheduling , hiring and mentoring new staff

-managed the CAB team and oversight of branch cash


RBC Royal Bank (various Roles) 1990-2007

RBC Royal Bank
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Self-motivated, with a strong sense of personal responsibility.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Proven ability to learn quickly and adapt to new situations.
  • Developing people management competencies
  • Assistant Manager Loans and Mortgages PSC Regina
  • Participated in continuous improvement teams , lead overtime reduction initiatives
  • assisted with consolidation of incoming work to Regina PSC

Client Care Advisor

RBC Royal Bank
05.2023 - Current
  • Streamlined client communication for better understanding of their needs and preferences.
  • Identified potential areas of improvement in client care processes, implementing changes that resulted in increased efficiency and effectiveness.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.

Commercial Banking Advisor

RBC Royal Bank
08.2022 - 05.2023
  • Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
  • Partnered with CAM, IRP partners , Mortgage specialist , my peers to provide advice and problem resolution for business clients
  • completed annual reviews for clients in partnership with my peers

Dispute Specialist Card Center

RBC Royal Bank
01.2021 - 10.2021

-handled incoming calls for the card center for both Mastercard and Visa credit card disputes

-listened to clients and initiated dispute cases on their behalf

-processed incoming email disputes for clients that they submitted through their on line banking

-multitasked to achieve average speed of answer , and call times, participated in coaching sessions and peer learning sessions remotely from my home office reporting into Montreal


Manager Client Care

RBC Royal Bank
01.2014 - 04.2015
  • Developed and implemented business strategies to achieve business goals and stay competitive.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Reduced operational costs through , managing branch cash limits , managing risk

Assistant Branch Manager

BMO
01.2009 - 12.2013
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Education

Grade 12

Thom Collegiate
Regina , SK
06.1987

Skills

  • Customer relationship development
  • Financial Oversight
  • Goals and performance
  • Staff Training
  • Cash Flow Management
  • Relationship Management
  • Operations Management
  • Interviewing and Hiring
  • Risk Mitigation
  • Customer Retention
  • Loan Processing
  • Know Your Customer
  • Team Building Leadership
  • Process Implementation
  • Excellent work ethic
  • Loan application evaluation
  • Strategy Development
  • Approachable
  • Decision-Making
  • Banking
  • Critical Thinking
  • Goal Setting
  • Workflow Coordination
  • Loss Mitigation
  • Proactive and Focused
  • Operational Efficiency

Languages

English
Elementary

Timeline

Client Care Advisor

RBC Royal Bank
05.2023 - Current

Commercial Banking Advisor

RBC Royal Bank
08.2022 - 05.2023

Dispute Specialist Card Center

RBC Royal Bank
01.2021 - 10.2021

Manager Client Care

RBC Royal Bank
01.2014 - 04.2015

Assistant Branch Manager

BMO
01.2009 - 12.2013

Assistant Branch Manager

RBC Royal Bank

RBC Royal Bank (various Roles) 1990-2007

RBC Royal Bank

Grade 12

Thom Collegiate
Karla Farrell