Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Mykala MCCabe

Courtright,Canada

Summary

To enhance my current skills and knowledge while fulfilling my ambition of moving up within the banking industry in a position where I can reward both my employer and myself.

Overview

10
10
years of professional experience

Work History

Assistant Branch Manager

RBC
01.2023 - Current
  • Lead a large team of advisors to exceptional sales results, including increasing total referrals sent and closed, My Advisor usage and Digital Usage quarter over quarter
  • Leverage my experience as an Advisor to coach and mentor my team to identify client needs and fulfill them
  • Educate my team with new enhancements to digital platforms to help elevate their appointments with clients
  • Ability to diffuse volatile and unruly customers with little to no impact to the branch or the clients involved
  • Have an eye and ear for situations that arise where customers could be defrauded. i.e. grandparent scam
  • Trusting persona to allow clients to open up personally to allow me to service their needs efficiently and economically

Banking/Financial Advisor

RBC
06.2019 - 01.2023
  • Leverage off my role as a client advisor to further enhance the services provided to clients for an outstanding experience.
  • Showcase Myadvisor to past and new clients
  • Present a self-service client friendly platform to better understand the total financial picture and personal goals.
  • Conducting thorough financial reviews to better understand my client’s personal situations and where our services can impact and enrich them.
  • Introducing and referring partners and specialists for specific personalized needs.
  • Educate clients to all the latest technology platforms and initiatives that are available.
  • Mentor new employees.

Client Advisor

Royal Bank of Canada
06.2015 - 06.2019
  • Dedicated to providing an outstanding service experience to clients.
  • Manage cash deposits and withdraws, credit, and minor investment contributions for clients.
  • Identify opportunities for advice including everyday banking, digital enablement and introductions to financial team and specialists.
  • Proactively take ownership of resolving and preventing client banking problems.
  • Continuously improving knowledge and skillset by proactively completing courses pertaining to furthering my development and knowledge base.
  • Mobile and online banking expert that continually educates and advises clients.
  • Relied upon for opening and closing procedures including the bank itself, loading ATM, receiving and shipping cash and balancing cash totals at end of day.
  • Encourage and promote RBC Rewards loyalty program with our partner VISA.

Education

Financial Planning 1

Canadian Securities Institute
01.2021

Personal Financial Services Advice

Canadian Securities Institute
01.2020

Investment Funds in Canada

Canadian Securities Institute
01.2019

Business Administration - Accounting

Lambton College
Sarnia, ON
01.2015

Canadian

Skills

  • Four time Royal Performance winner
  • Computer skills; MS Excel, MS Word, MS PowerPoint, Outlook
  • Ability to build a strong relationship with clients and fellow employees
  • Ability to multitask and set priorities
  • Ability to work independently or in a team environment as required
  • Eagerness to learn and determination to succeed
  • Actively volunteering with Junior Achievement
  • 15 years of providing exceptional customer assistance and experiences

Languages

English
Native or Bilingual

Timeline

Assistant Branch Manager

RBC
01.2023 - Current

Banking/Financial Advisor

RBC
06.2019 - 01.2023

Client Advisor

Royal Bank of Canada
06.2015 - 06.2019

Personal Financial Services Advice

Canadian Securities Institute

Investment Funds in Canada

Canadian Securities Institute

Business Administration - Accounting

Lambton College

Financial Planning 1

Canadian Securities Institute

Canadian

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Mykala MCCabe