Overview
Work History
Education
Skills
Certification
Awards
Timeline
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Lisha Mariya Kurian

6721 Bryant Street, Burnaby,BC

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Banking Advisor

Royal Bank of Canada
12.2022 - Current
  • Serve clients by delivering exceptional customer service through completing transactions, engaging in needs-based conversations, and communicating with clients.
  • 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.
  • Understand & resolve client concerns at first point of contact.
  • Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions
  • Manage client time both on calls and Asynchronous team.
  • Drive client satisfaction through tailored financial advice, contributing to team sales goals while managing risks and resolving concerns efficiently.
  • Enhance client experience by promoting digital tools, streamlining transactions, and developing creative solutions for complex financial needs.
  • Foster team success by sharing insights, supporting colleagues, and adapting to evolving client needs in a dynamic banking environment.

Financial Service Representative

Pay2DAY
11.2021 - 07.2022
  • Cash handling/teller responsibilities
  • Performing daily calls to remind clients of payment arrangements
  • Reviewing applicants/completing financial risk assessment to determine approvals
  • Responding to client inquiries/Information requests by both clients and senior management
  • Prepares posts and maintains soft and hard copy files and records in accordance with company standards
  • Scan, e-mail, file, and photocopy various documents
  • Monitor accounts for EFT payments to ensure payments are received and processed
  • Collaborate with various departments to maximize profit while focusing on exceptional customer service
  • Focusing on client retention

Front Desk Agent

Best Western Plus Uptown Hotel
02.2020 - 04.2021
  • Greeting and thanking guests in a sincere, friendly manner
  • Checking guests in on arrival and out on departure
  • Posting charges to appropriate guest accounts
  • Anticipating and addressing guest’s needs and resolving their problems and complaints
  • Assisting guests with disabilities
  • Operating switchboard and assisting with inquiries
  • Assisting the reservations manager with taking reservations
  • Collaborating and communicating with other internal departments to ensure guest satisfaction
  • Complying with company procedures and safety policies
  • Performing duties on a daily checklist

Education

Post Secondary Diploma - Travel And Tourism

Hanson International Academy( Cambrian College)
New Westminster, BC
12.2019

Skills

  • Excellent communication skills
  • Ability to quickly learn
  • Ability to work in a fast-paced environment
  • Ability to work independently
  • Ability to work as part of a team
  • Knowledge in MS Word
  • Knowledge in Excel
  • Excellent typing speed
  • Digitally Upskilled

Certification

Non-Violent Crisis Intervention, 11/01/20, 11/30/22

Awards

  • Q4 2023 Nominee
  • Made a Difference Award 2024 - Digital Champion
  • Made a Difference Award 2024 - ACDI

Timeline

Senior Banking Advisor

Royal Bank of Canada
12.2022 - Current

Financial Service Representative

Pay2DAY
11.2021 - 07.2022

Front Desk Agent

Best Western Plus Uptown Hotel
02.2020 - 04.2021

Post Secondary Diploma - Travel And Tourism

Hanson International Academy( Cambrian College)

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Lisha Mariya Kurian