Summary
Overview
Work History
Education
Skills
Timeline
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Richelle Osborne

Victoria,BC

Summary

Adept at client relationship management and cash handling, I excelled at Royal Bank of Canada, where I was recognized for exceptional customer service. Leveraging skills in information verification and customer engagement, I consistently enhanced client satisfaction and streamlined operations, showcasing professionalism and a knack for product recommendation.

Overview

32
32
years of professional experience

Work History

Client Advisor

Royal Bank Of Canada
Victoria, BC
09.2021 - Current
  • Processed payments accurately and efficiently according to established guidelines.
  • Assisted in the onboarding process for new clients by gathering information and providing guidance.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Kept confidential client information properly protected and only used for official purposes.
  • Developed relationships with clients through regular communication and follow-up.
  • Provided technical support when necessary in order to resolve customer queries quickly.
  • Advised clients on product features and benefits best suited for their individual needs.
  • Recognized by management for providing exceptional customer service.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Central Teller

Royal Bank Of Canada
Keswick, Ontario
06.2007 - 09.2021
  • Trained employees on cash drawer operation.
  • Participated in training sessions to stay abreast of new products or procedures.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain branch cashflow.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Maintained confidentiality of bank records and client information.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Utilized various software and tools to streamline processes and optimize performance.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.

Assistant Bookkeeper

Eddie's Bookkeeping services
Keswick, Ontario
09.1992 - 04.1993
  • Maintained confidentiality of sensitive financial information at all times.
  • Created new vendor profiles in the accounting system when necessary.
  • Maintained clerical correspondence via email and phone.
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Assisted and supported external and internal audit teams.
  • Matched orders with invoices and recorded required information.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Education

High School Diploma -

Sutton District High School
Sutton, ON
06-1994

Skills

  • Information verification
  • Information collection
  • Cash handling
  • Customer engagement
  • Order Supplies as needed
  • Referral implementation
  • New account setup
  • Client relationship management
  • Professionalism and etiquette
  • Product recommendation
  • Accounts Payables

Timeline

Client Advisor

Royal Bank Of Canada
09.2021 - Current

Central Teller

Royal Bank Of Canada
06.2007 - 09.2021

Assistant Bookkeeper

Eddie's Bookkeeping services
09.1992 - 04.1993

High School Diploma -

Sutton District High School

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Richelle Osborne