Rachel Peterson
Okotoks,AB
Summary
Goal-focused and experienced in collaborating effectively within teams, and adapting to changing needs while consistently achieving results. Skilled in contact routines, customer retention, and regulatory compliance. Reliable, flexible, and driven to exceed expectations in every task.
Overview
5
5
years of professional experience
Work History
Banking Advisor
RBC
Okotoks, Alberta
01.2023 - Current
- Created strong daily routines, and effectively managed appointment bookings to consistently improve personal performance metrics, and achieve yearly bold goals.
- Created new and deepened existing client relationships through empathetic and exceptional estate appointments.
- Built trust with clients through the efficient delivery of appropriate credit products, while maintaining RBC's regulatory requirements.
- Offered appropriate financial products to suit clients' goals, resulting in customer retention.
Client Advisor
RBC
Okotoks, Alberta
01.2021 - 01.2023
- Consistently developed digital knowledge, which sparked client and coworker empowerment. Improving overall proficiency and confidence with new tools.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Thrived in a collaborative environment through schedule management and effective communication to increase partner introductions and uncover new leads.
- Established meaningful connections with clients by efficiently solving immediate needs, while upholding RBC's values and client-focused mindset.
Barista
Starbucks
Okotoks, Alberta
07.2021 - 02.2022
- Addressed and resolved customer concerns to maintain brand loyalty.
- Supported the highest standards of conduct and service to enhance the company's reputation.
- Offered recommendations based on taste preferences, resulting in deeper connections, and building trust to create lifetime customers.
Education
Mutual Funds Accreditation
CSI
04-2023
Bachelor of Interior Design - CIDA Accredited
Mount Royal University
Calgary, AB04-2021
Skills
- Diligent follow-up
- Discrepancy resolution
- Diverse credit experience
- Effective relationship management
- Digital enablement
- Partnering and collaboration
Accomplishments
- RBC Digital Champion 2023, 2024, 2025
- RBC Employee Giving Champion 2024, 2025
- One RBC Team Award 2023
- Leadership Model Award 2023, 2025
Timeline
Banking Advisor
RBC
01.2023 - Current
Barista
Starbucks
07.2021 - 02.2022
Client Advisor
RBC
01.2021 - 01.2023
Mutual Funds Accreditation
CSI
Bachelor of Interior Design - CIDA Accredited
Mount Royal University