Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Naureen Ali

Mississauga,ON

Summary

Dynamic Business Banking Advisor with a proven track record at Royal Bank of Canada, excelling in customer service and sales strategies. Adept at transaction processing and risk management, I consistently identify opportunities to enhance client satisfaction and drive revenue growth through personalized solutions and effective communication.

Overview

8
8
years of professional experience

Work History

Business Banking Advisor

Royal Bank of Canada
Mississauga, Ontario
08.2022 - 11.2022
  • Provided customer service and support to small businesses, including answering inquiries, resolving issues, and processing requests.
  • Identified sales opportunities for additional products or services through cross selling techniques.
  • Educated customers on the features and benefits of various bank products and services.
  • Assisted with customer requests and answered questions to improve satisfaction, demonstrating First Call Resolution by taking ownership and accountability for client problems at the first point of contact.
  • Listen to clients' needs, and offer personalized solutions.
  • Help clients use our banking applications.
  • Advise and offer transactions, money transfers between accounts, payments, wire transfers, foreign conversions, or credit solutions, while managing risk and compliance routines when carrying out these transactions.
  • Refer clients with specialized needs to my colleagues.
  • Collaborate and share knowledge with my colleagues.
  • Proactively and diligently enable clients to digitally self-serve.

Receptionist/Administrative Assistant

RBC Insurance
Mississauga, Ontario
12.2019 - 08.2022
  • Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
  • Prepared welcome packages for new hires. Maintaining various employee lists, ordering supplies for new hires, ordering business cards, and providing them with access cards.
  • Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
  • Provided excellent customer service at all times while interacting with both internal and external customers.
  • Verified visitors' identification cards before allowing access to the building.
  • Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
  • Responded to inquiries from internal staff members regarding office operations.
  • Scheduled appointments for clients, customers, and other visitors.
  • Monitored office supplies inventory and placed orders when necessary.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Scheduled and confirmed appointments and meetings for management team.
  • Maintained security by following procedures, monitoring logbooks, and issuing visitor badges.
  • Maintained daily calendars, set appointments with clients and planned daily office events.
  • Coordinated meeting room bookings and arranged catering for meetings and events.
  • Used company badging system to create badges for new employees and visitors.
  • Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.

Client Service Advisor

Royal Bank of Canada
Mississauga, Ontario
08.2014 - 12.2019
  • Demonstrated excellent listening skills and empathy towards customers' needs and concerns.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
  • Explained the features of various banking products available to customers.
  • Processed wire transfers for customers both domestically and internationally.
  • Continuously updated knowledge about banking products, services, policies and regulations.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Balanced cash drawers on a daily basis.
  • Built and maintained client relationships through quality, personalized interactions.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Trained employees on cash drawer operation.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.

Education

Bachelor of Arts - Information Technology

York University
Toronto, None
07-2006

Associate of Science - Information Technology

Bellevue Community College
Bellevue, Washington
05-2004

Skills

  • Customer service
  • Sales strategies
  • Risk management
  • Regulatory compliance
  • Banking software
  • Transaction processing
  • Microsoft Office

Languages

English
Full Professional
Urdu
Full Professional
Sindhi
Elementary

Timeline

Business Banking Advisor

Royal Bank of Canada
08.2022 - 11.2022

Receptionist/Administrative Assistant

RBC Insurance
12.2019 - 08.2022

Client Service Advisor

Royal Bank of Canada
08.2014 - 12.2019

Bachelor of Arts - Information Technology

York University

Associate of Science - Information Technology

Bellevue Community College

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Naureen Ali