Summary
Overview
Work History
Education
Skills
Websites
Languages
References
Timeline
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Maria Guevara

Calgary,AB

Summary

Welcoming Client Advisor with 2-year background working in financial institution setting. Adept at selling products and services directly to customers and tackling basic bank transactions. Specialties include enabling clients in the RBC mobile app and Digital banking platform, as well as detecting suspicious activity on a clients account or possible account takeovers.

Overview

4
4
years of professional experience

Work History

Client Advisor

RBC
Calgary, AB
02.2022 - Current
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.

Cashier

Dollarama
Calgary, AB
11.2020 - 11.2021
  • Greeted customers and answered any questions they had about the store's products and services.
  • Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
  • Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
  • Issued receipts, refunds, credits or change due to customers.
  • Stocked shelves with merchandise when needed.
  • Ensured compliance with all safety regulations within the store environment.
  • Kept records of purchases; maintained orderly appearance of checkout area; restocked supplies as needed.

Education

Bachelor of Business Administration - Business Management

Southern Alberta Institute of Technology
Calgary, AB
06-2024

Skills

  • Client Relationship Management
  • Financial Services
  • Customer Engagement
  • Information Collection
  • Product Promotion
  • Account Management
  • Cash Handling
  • Communication Management
  • Benefits Administration
  • HR policies
  • Office Administration
  • Team Player
  • Maintaining files
  • Background Checks
  • Labor Relations
  • Data Entry
  • Recruitment Strategies
  • Policy Interpretation
  • Understanding of HR policies
  • Effective Planning

Websites

Languages

Spanish
Native/ Bilingual

References

References available upon request.

Timeline

Client Advisor

RBC
02.2022 - Current

Cashier

Dollarama
11.2020 - 11.2021

Bachelor of Business Administration - Business Management

Southern Alberta Institute of Technology

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Maria Guevara