LYNDA SUTTON

• Provided financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
• Collaborated with RBC Partners and real estate agents to establish referral networks, fostering mutually beneficial partnerships.
• Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.

• Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
• Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
• Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
• Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
• Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
• Complied with established internal controls and policies.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.

• Handled confidential and sensitive information with discretion and tact.
• Managed executive calendar, scheduling meetings and appointments and coordinating travel arrangements to optimize time..
• Answered high volume of phone calls and email inquiries.
• Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
• Handled logistics, catering, agendas and travel arrangements for meeting and event planning for RVP.
• Coordinated events and worked on ad hoc events for Market ,Royal Performance , Employee Appreciation Days .