Nathania Singleton
Laval,Canada
Summary
Dynamic Team Manager at RBC with a strong focus on relationship building and coaching, resulting in significant enhancements to client experience. Proven ability to achieve targeted benchmarks through effective problem-solving and prioritization in fast-paced environments. Known for facilitating exceptional service and fostering cross-departmental collaboration.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Team Manager
RBC
01.2023 - Current
- Currently, I am a team leader for a bilingual Academy Cohort on contract.
- I have collaborated with many lines of business throughout RBC and created strong relationships.
- As a team leader I have been working on my relationship and performance management skills, I have effectively motivated new to role and achieved targeted benchmarks.
- During the HSBC migration I successfully managed multiple priorities efficiently and met the changing demands.
- I work well in challenging environments across multiple jurisdictions.
Estates Specialist
RBC
Laval, Canada
01.2021 - 01.2023
- Unlock the Potential of Our People Award recipient
- Drive To Impact Award recipient
- Coach & training
- Subject Matter Expert
- Provide advice and guidance pertaining to all phases of estate settlement to estate representatives, beneficiaries, and Lawyers/Notary
- As Access to Specialist, take the lead in group conversations with branch partners and estates representatives in providing best advice with Estate Settlement
- Collaborate with service partners to enhance the client experience embracing RBC partnership strategy (ex: Financial Planners, Investment Retirement Planners and/or to an Estate and Trust advisors)
- Act as an organizational liaison in providing a holistic estate experience to clients during the estate life cycle phases, from estate notification through to estate settlement
- Responsible for completing effective case management & investigation in a timely manner while maintaining data integrity, documenting all relevant client contacts and results
- Apply appropriate processes & procedures to accurately respond to caller inquiries and complete all transactions & documentation while mitigating any potential risks to RBC or to the estate representative
Banking Advisor
RBC
Laval, Canada
01.2019 - 01.2021
- Increased mortgage retention by 80%
- Identify needs short and long-term, offering value-added advice, and taking accountability for the resolution of customer concerns
- Respond to calls from our clients, delivering financial advice designed to satisfy clients' total financial services needs and build long-term relationships
- Provide an exceptional degree of customer care at all times, ensuring clients receive the optimal service at a level that meets their needs, either personally or by referring them to the appropriate sales partner
- Take ownership of all investment-related inquiries, including Guaranteed Investment Certificates (GICs) and mutual funds
- Proactively and diligently enable clients to digitally self-serve and buy
Client Advisor
RBC
Laval, Canada
01.2018 - 01.2019
- Central Cash promotion
- Elite banker recipient
Head of Framing Department
Hachem
Laval, Canada
01.2015 - 01.2017
- Receiving and processing orders, contributing to sales growth, training, delegation and prioritizing of daily/weekly tasks and goals, creating, and maintaining client base, communicating with various departments to effectively produce orders on time, quality control and problem solving, follow up
Event Coordinator & Assistant Manager
Casa Bianca
Montreal, Canada
01.2014 - 01.2015
- On-site responsibilities during weddings and corporate events, including scheduling deliveries and pickup, simultaneously organizing caterers, florists, planners, DJs, and equipment, as well as assisting all guests
Education
Champlain College - Social sciences
Champlain College
Lennoxville, QuebecAlexander Galt Regional High School -
Alexander Galt Regional High School
Lennoxville, QuebecSkills
- Client experience
- Coaching and training
- Effective communication
- Problem solving
- Relationship building
- Time management
- Customer service
- Team management
Certification
IFSE, Canadian Investment Funds Course
Timeline
Team Manager
RBC
01.2023 - Current
Estates Specialist
RBC
01.2021 - 01.2023
Banking Advisor
RBC
01.2019 - 01.2021
Client Advisor
RBC
01.2018 - 01.2019
Head of Framing Department
Hachem
01.2015 - 01.2017
Event Coordinator & Assistant Manager
Casa Bianca
01.2014 - 01.2015
Champlain College - Social sciences
Champlain College
Alexander Galt Regional High School -
Alexander Galt Regional High School
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