Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Marcie Sinclair

Edmonton,AB

Summary

Accomplished Associate Account Manager at RBC, adept in data-driven decision-making and strengthening employee, client relationships. Excelled in enhancing customer satisfaction, leading high-performance teams, and driving business growth. Proven expertise in financial goal counseling and mortgage lending, significantly contributing to client retention and operational excellence. Analytical Account Manager with 35 years of experience. Innovative and forward-thinking worker with creative problem solving and efficient streamlining skills. Qualified Account Manager with background in managing client accounts and fostering strong relationships. Proven ability to support account growth and facilitate effective communication between clients and internal teams. Demonstrated expertise in problem-solving and project management.

Co-Chair, Employee Resource Group (1991) Royal Eagles

As an original and still-serving member of RBC's first Employee resource Group I worked to foster an inclusive workplace aligned with the organization's stated mission and values. Collectively we worked to raise awareness of issues and an understanding of specific needs to create an environment that attracts and retains talent and diversity.

Overview

27
27
years of professional experience

Work History

Associate Account Manager

RBC
01.2018 - 07.2024
  • Developed strong relationships with clients through regular communication and excellent customer service.
  • Anticipated clients' needs by staying in touch on regular basis.
  • Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
  • Built client relationships by acting as liaison between customer service and sales teams.
  • Utilized strong commercial banking acumen to provide tailored solutions and advice to current and prospective clients.
  • Coordinated exceptional end-to-end onboarding experience for new and existing clients. Proactively identified opportunities for further growth.
  • Deepened customer relationships via strong knowledge of commercial banking products and client's operational needs.
  • Conducted robust Business Service Reviews and used analysis to determine requirements, and leverage opportunities to advance sales.

Manager Client Care

RBC
08.2005 - 01.2018
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Managed units' overall operational effectiveness and ensured compliance with RBC risk management protocols and federal legislation.
  • Led, trained and coached teams of Client Advisors to ensure expectations and organizational mandates were met or exceeded.
  • Provided oversight of all aspects of staff performance, including scheduling, goal setting and performance evaluation, as well as progressive discipline, mediation and dispute resolution.
  • Built and sustained employee capabilities by providing meaningful and timely feedback; partnered with employees to work toward personal career objectives and branch sales and customer experience targets.

Personal Financial Services Representative

RBC
02.1997 - 08.2005
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Gave exceptional advice on investments based on clients comfort level with risk and short and long term financial investment goals.
  • Process loan and mortgage applications in timely manner.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.

Education

No Degree - IFIC Mutual Funds

Investment Funds of Canada
Edmonton
11.1997

High School Diploma -

O'leary High School
Edmonton, AB
06.1981

Skills

  • Data-driven decision-making
  • Brand Awareness
  • Business growth and retention
  • Mortgage Lending (Mortgage Appraisals, Qualifications)
  • Financial Goal Counseling
  • Personal Lending (Loan Qualification and Eligibility)
  • Recognizing Fraud
  • Management of Client Care
  • Leading High Performance Teams
  • Anti-Money Laundering
  • Strengthening Employee Relationships
  • Diversity and Inclusion

Accomplishments

Recognized with distinction for the breadth and depth of relationships established with client communities Accelerated growth in target market. Met or surpassed established goals for service, sales and market share Represented RBC as ambassador and spokesperson at numerous promotional and charitable events throughout service area.

Languages

English
Full Professional

Timeline

Associate Account Manager

RBC
01.2018 - 07.2024

Manager Client Care

RBC
08.2005 - 01.2018

Personal Financial Services Representative

RBC
02.1997 - 08.2005

No Degree - IFIC Mutual Funds

Investment Funds of Canada

High School Diploma -

O'leary High School
Marcie Sinclair