Penny Peet-Dootjes
Edson,AB
Summary
Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Although I have a vast knowledge in banking my passion has always been in accounting from High school, where i studied hard to achieve a 97.5 final grade. Have done accounting books for First Choice Video and Superior Video.
Overview
22
22
years of professional experience
Work History
Client Advisor
Royal Bank Of Canada, RBC
01.2002 - 08.2023
- Informed and suggested new banking products to customers.
- Assisted customers in depositing and withdrawing cash.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Completed daily logs, tracked data and managed clients' book of business.
- Sought out appropriate management in more complex financial matters.
- Opened new accounts according to laid down rules and guidelines.
- Managed customer requests while mitigating potential risk to bank.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Studied financial documents to identify potential areas needing improvement.
- Assisted clients with budgeting and cash flow management.
- Implemented exit strategies for clients to transition out of investments.
Skills
- Client Needs Assessment
- Client Correspondence
- Recommend Financial Products
- Prepare Performance Reports
- Relationship Management
- New Account Setup
- Credit Management
- Financial Aid Counseling
- Financial Services
- Account Management
- Client Interactions
- Merchandising
Timeline
Client Advisor
Royal Bank Of Canada, RBC
01.2002 - 08.2023
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