Summary
Overview
Work History
Education
Skills
Timeline
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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
Toronto
01-2021

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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Parsa Bagheri