Parsa Bagheri
Dallas,TX
Summary
Dynamic Client Advisor with a proven track record at RBC, excelling in customer relationship management and financial advising. Recognized for resolving client issues efficiently and fostering strong relationships, contributing to enhanced client satisfaction. Adept at collaborating with teams to deliver tailored financial solutions, leveraging effective communication and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Client Advisor
RBC
Richmond Hill, Canada
03.2021 - Current
- Provided personalized financial advice and support to a diverse client base.
- Assisted clients with a wide range of banking services, including opening accounts, processing transactions, and offering product recommendations.
- Conducted financial needs assessments to identify opportunities for clients to achieve their financial goals.
- Built and maintained strong client relationships through exceptional customer service and regular follow-ups.
- Collaborated with other financial professionals to deliver comprehensive solutions tailored to client needs.
- Stayed updated on the latest financial products, services, and regulations to provide accurate and relevant advice.
- Resolved client inquiries and issues efficiently, ensuring a positive customer experience.
Car Jockey
Mercedes-Benz
Maple, Canada
11.2021 - 02.2022
- Greeted customers and provided exemplary customer service.
- Followed instructions pertaining to each customer vehicle.
- Responsible for pre-delivery preparation and ensuring smooth delivery of vehicles.
- Worked closely in a team to ensure processes run smoothly.
Assistant Cash Manager
Sporting Life
Richmond Hill, Canada
07.2017 - 01.2019
- Provided input and insight at team meetings.
- Responsible for leading a team of up to 40 people.
- Monitored cash transactions to ensure bank account balances and investigated any unusual items.
- Forecasted, monitored, and tracked cash flow (weekly, monthly, quarterly).
- Authorized product returns for customers.
- Managed angry customers and resolved conflicts.
Cashier
Sporting Life
Richmond Hill, Canada
09.2016 - 07.2017
- Promoted to Manager shortly after being hired.
- Counted and handled cash transactions.
- Received multiple awards for performance.
- Utilized loss prevention procedures on credit cards and cash.
Education
Some College (No Degree) - Business Management
Humber College
Toronto01-2021
Skills
- Customer relationship management
- Problem solving
- Conflict resolution
- Customer service
- Financial services
- Financial advising
- Effective communication
- Team collaboration
- Product knowledge
- Referral coordination
Timeline
Car Jockey
Mercedes-Benz
11.2021 - 02.2022
Client Advisor
RBC
03.2021 - Current
Assistant Cash Manager
Sporting Life
07.2017 - 01.2019
Cashier
Sporting Life
09.2016 - 07.2017
Some College (No Degree) - Business Management
Humber College
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