Ralna Knudsen
Kelowna,BC
Summary
Dynamic, hands on, results oriented professional with excellent customer focus. Maintaining a high standard of customer service of retail banking customers within a fast-paced branch setting.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Financial Advisor
Scotiabank
07.2023 - Current
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Senior Customer Experience Associate
Scotiabank
01.2022 - 07.2023
- Skilled at working independently and collaboratively in a team environment.
- Maintain a positive working environment.
- Set up and maintenance of products such as day to day accounts and credit cards.
- Resolve problems, improve operations and provide exceptional service.
- Exercise leadership capabilities by successfully motivating and inspiring others.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Meeting and exceeding sales and service goals, contributing to the overall success of the branch.
- lobby management.
Customer Experience Associate
Scotiabank
10.2019 - 01.2022
- Maintained a positive customer experience at the highest possible level.
- Monitored cash drawers in multiple teller wickets and maintained adequate cash supply.
- Assisted customers with day to day banking needs.
- Investigated and resolved customer inquiries and complaints quickly.
- Informed customers of new products and options to benefit their financial goals and best interests.
Teachers Aide
Visalia Unified School District
10.2013 - 01.2017
- Supervised students on field trips for safety and proper behavior in public settings.
- Maintained safety and security by overseeing students in recess environments.
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Supported student learning objectives through personalized and small group assistance.
- Assisted teachers with supervision and care of up to 900 children.
Office Manager
Jack Eivins Chiropractic
10.2011 - 10.2013
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Managed filing system, entered data and completed other clerical tasks.
- Billing and Coding
- Scheduled appointments and conducted follow-up calls to clients.
Stay at Home Mom
Self-employed
10.2000 - 10.2011
Lead Child Care Attendant
Kaweah Delta Medical Center
01.1997 - 10.2000
- Oversaw team of 10 childcare workers.
- Evaluated employee performance and coached on areas in need of improvement.
- Coordinated schedules and team assignments.
- Customer relationships and problem solving for all parents and staff members.
- Providing care for children six weeks to twelve years of age.
- Member of the Human Resources Unit for The Child Care Center
Education
GED -
Memorial University of Newfoundland
St John's, NLHigh School Diploma -
Eugene Vaters Collegiate
St. John's, NLSkills
- Strong attention to detail and ability to prioritize activities
- Professional and organized
- Self motivated
- Team player
- Strong written and verbal communication
- Computer knowledge: FFT, Intralink, Sales Builder, TKS, Word, Excel, Outlook
- Reliable
Volunteering
PTA President
PTA Vice President
Hats & Hair from Kids that Care - Treasurer
Student Council Member
Missionary Work
Certification
Canadian Investment Funds Course (CIFC)
Timeline
Financial Advisor
Scotiabank
07.2023 - Current
Senior Customer Experience Associate
Scotiabank
01.2022 - 07.2023
Customer Experience Associate
Scotiabank
10.2019 - 01.2022
Teachers Aide
Visalia Unified School District
10.2013 - 01.2017
Office Manager
Jack Eivins Chiropractic
10.2011 - 10.2013
Stay at Home Mom
Self-employed
10.2000 - 10.2011
Lead Child Care Attendant
Kaweah Delta Medical Center
01.1997 - 10.2000
GED -
Memorial University of Newfoundland
High School Diploma -
Eugene Vaters Collegiate
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