Nicholas Williamson
Kingston
Summary
Dynamic professional with a proven track record at RBC Wealth Management Royal Trust, excelling in client communication and strategic planning. Leveraged attention to detail to enhance operational efficiency and fostered strong client relationships, driving business growth through tailored financial solutions. Proficient in MS Office, with a commitment to delivering exceptional service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Administrator, Philanthropic Services
RBC Wealth Management Royal Trust
10.2024 - Current
- Collaborated with cross-functional teams to develop strategies for organizational growth, leading to increased efficiency.
Personal Banker
TD Bank Group
08.2024 - 10.2024
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Followed bank regulations and compliance standards, adhering to all relevant policies while exercising good judgement in confidential matters
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Experience with complex credit applications and analysis to support real estate secured lending
- Experience in Know Your Client, Know Your Transaction, and updates to the Customer Investor Profile to determine client goals and recommend a proper investment solution
Personal Banking Associate
TD Bank Group
08.2023 - 08.2024
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
Customer Experience Associate
TD Bank Group
03.2023 - 08.2023
- Performed basic transactions such as processing bill payments, accepting deposits, and obtaining all required identification
- Performed secure desk operations and maintained security of safe combinations
- Provide exceptional client service and resolve concerns on the front line point of contact
Swing Manager
McDonald's
12.2019 - 02.2023
- Managed store inventory levels for optimal stock availability, minimizing waste and maximizing profits.
- Performed preventative maintenance and calibration to store equipment
- Organized staff to maximize crew productivity
- Assist in crew development, including writing and presenting performance reviews
Education
No Degree - CPA Prerequisite Courses
CPA Ontario
Bachelor of Arts - Economics
Queen's University
Kingston, ON12-2023
Skills
- Attention to detail
- Client communication
- Work Planning and Prioritization
- MS office
Certification
- Investment Funds in Canad, Canadian Securities Institute - Expires October 2027
Timeline
Senior Administrator, Philanthropic Services
RBC Wealth Management Royal Trust
10.2024 - Current
Personal Banker
TD Bank Group
08.2024 - 10.2024
Personal Banking Associate
TD Bank Group
08.2023 - 08.2024
Customer Experience Associate
TD Bank Group
03.2023 - 08.2023
Swing Manager
McDonald's
12.2019 - 02.2023
No Degree - CPA Prerequisite Courses
CPA Ontario
Bachelor of Arts - Economics
Queen's University
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