Nikol Jacobson
Sexsmith,AB
Summary
Adept at leveraging compliance understanding and relationship building,and cash management. I significantly contributed to RBC Royal Bank's success by surpassing sales targets and enhancing operational efficiency. My proactive approach to customer service and adeptness at navigating industry changes underscore my ability to drive results and foster team collaboration.
Overview
13
13
years of professional experience
Work History
Client Advisor, Business Services
RBC Royal Bank
Abbotsford, BC
10.2011 - 01.2023
- Embraced new technology and remained up to date on industry changes
- Trained and mentored staff on operating procedures, cash management and negotiation of items and best practices.
- Responded promptly to customer needs and requests for service, providing personalized, attentive service and addressing individual needs.
- Requested referrals from new and existing customers to boost business.
- Excelled in meeting sales targets, contributing significantly to the overall success of the team.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Maintained accurate cash balances uniting cash management programs and Cash ordering systems.
- Enhanced operational efficiency by consistently reconciling daily transactions and resolving discrepancies.
- Managed ATM servicing tasks such as replenishing funds, troubleshooting issues, and coordinating maintenance support when needed.
Client Advisor, Business Services
RBC Royal Bank
Grande Prairie, AB
02.2023 - Current
- See above
Education
High School Diploma -
Rick Hansen Secondary
Abbotsford, BC06.2020
Skills
- Compliance understanding
- Data Interpretation
- Teamwork and Collaboration
- Customer Service
- Problem Resolution
- Relationship Building
Additional Information
- Health and Safety officer 2018- present
- Campaign leader (BC children's hospital, Pride month, Rbc race for the kids)
- volunteer and fundraising leader
Timeline
Client Advisor, Business Services
RBC Royal Bank
02.2023 - Current
Client Advisor, Business Services
RBC Royal Bank
10.2011 - 01.2023
High School Diploma -
Rick Hansen Secondary