Kristi-Lyn Smith
Summary
Banking professional with solid track record in financial services and client management. Known for delivering precise financial advice and maintaining high compliance standards. Valued for team collaboration, leadership to peers, and adaptability in dynamic environments. Always ensuring optimal client satisfaction and operational efficiency.
Overview
9
9
years of professional experience
Work History
Bank Advisor
Royal Bank of Canada
11.2022 - Current
- Tailored financial advice, based on clients needs and goals
- Mentor to colleagues and aid with training newer employees to ensure they have tools to be successful
- Aid clients with every aspect of financial journey including everyday banking, credit, and investments
- Lead with digital banking platforms, educate and demonstrate to clients how to use these platforms
- Spot opportunities and make referrals to branch partners to ensure best client experience and advice
Client Care Advisor/Client Advisor
Royal Bank of Canada
05.2021 - 10.2022
- Greeted and welcomed clients into branch, highly focused on floor management and ensuring all clients are taken care of
- First point of contact for clients, helped with immediate needs and resolved issues before clients left branch, if possible
- Helped branch with opening and closing procedures daily, including cash handling and balancing
- Responsible for answering phone calls, responded to emails and any other form of inquiry in a timely manner
Job Search Centre Support
Nova Scotia Works Futureworx Society
01.2019 - 01.2020
- Greeted clients and visitors in a friendly and welcoming manner
- Informed clients about services provided at the center and directed them accordingly
- Aided clients and visitors with front end services such as computer assistance and resume updating
- Researched local job postings and labor market and made sure systems and binders stayed up to date
- Created and maintained professional relationships with clients
Director of First Impressions
iQ Office Suites
01.2018 - 01.2019
- Created a positive work environment by communicating effectively with staff and clients daily
- Maintained long-term professional relationships with clients
- Served as first point of contact with potential clients and created a positive first impression
- Organized and maintained standards at front desk and in storage room, ordered inventory on a bi-weekly basis
- Created weekly and daily newsletters to promote business and community events via Mailchimp and Canva
Front of House Server
Kupfert & Kim
01.2018 - 12.2018
- Received orders in person and via electronic ordering system
- Prepared cafe drinks and foods at front of house such as specialty coffees and teas
- Communicated effectively with customers and colleagues and ensured smooth service
- Performed opening and closing procedures efficiently and effectively
Product Flow Team Leader
Urban Outfitters
01.2016 - 01.2018
- Identified needs of clients and successfully resolved problems in a professional and timely manner
- Managed all incoming inventory and maintained high turnover with excellent time management
- Delegated and organized tasks for sales representatives to improve gross revenue
- Organized and maintained standards in stockroom to aid in loss prevention and preserve profit
Education
Personal Financial Services Advice -
CSI
01.2024
Investment Funds in Canada -
CSI
01.2023
Certificate in Business Fundamentals -
NSCC
Middleton, NS01.2021
Bachelor of Environmental Science -
Dalhousie University
Halifax, NS01.2017
Grade 12 Diploma -
Hants East Rural High
Milford, NS01.2013
Skills
- Service Excellence
- Thoughtful Listening
- Strategic Decision Making
- Issue Management
Languages
English
Native or Bilingual
Timeline
Bank Advisor
Royal Bank of Canada
11.2022 - Current
Client Care Advisor/Client Advisor
Royal Bank of Canada
05.2021 - 10.2022
Job Search Centre Support
Nova Scotia Works Futureworx Society
01.2019 - 01.2020
Director of First Impressions
iQ Office Suites
01.2018 - 01.2019
Front of House Server
Kupfert & Kim
01.2018 - 12.2018
Product Flow Team Leader
Urban Outfitters
01.2016 - 01.2018
Investment Funds in Canada -
CSI
Certificate in Business Fundamentals -
NSCC
Bachelor of Environmental Science -
Dalhousie University
Grade 12 Diploma -
Hants East Rural High
Personal Financial Services Advice -
CSI
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