Summary
Overview
Work History
Education
Skills
Timeline
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Rushali Patel

Edmonton,AB

Summary

  • Over 5 Years experience in Customer Service and 2 years in Finance industry.
  • Excellent communication,. Interpersonal, organizational, creative problem solving and judgemental skills.
  • Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
  • Expert Operator experienced in server monitoring, troubleshooting, and technical support. Installs updates, checks permissions, and verifies operational details. Detail-oriented and systematic with organized approach and positive attitude.
  • Experience in diverse retail environments.
  • Excellent Knowledge of using all microsoft office tools, , Simply Accounting and Various internet Browsers with an advanced and proven knowledge and experience of using Microsoft Products.
  • Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
  • Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

6
6
years of professional experience

Work History

Banking Advisor

RBC Royal Bank Of Canada
03.2023 - Current
  • Increased client satisfaction by providing personalized banking solutions and financial advice.
  • Strengthened customer relationships through timely follow-ups and proactive communication.
  • Enhanced customer experience by addressing inquiries, resolving issues, and providing prompt assistance.
  • Conducted comprehensive financial reviews to identify clients'' needs and recommend appropriate solutions.
  • Assisted in management of risk by adhering to compliance policies and procedures when interacting with clients.
  • Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
  • Provided guidance on investment options, helping clients make informed decisions to achieve their financial goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
  • Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated new client onboarding process and investment account setup.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Collaborated with team members to achieve branch targets and improve overall performance.
  • Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.
  • Assisted clients with budgeting and cash flow management.

Customer Service Representative

Money Mart
08.2022 - 02.2023
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Sell and receive cash for / from another staff member and record properly and enter into Point of Sale system (fine count all monies received and given out).
  • Register new customers quickly and efficiently.
  • Promote all products and services.
  • Complete all product and service transactions in POS system.
  • Issue Loans and cash checks quickly and efficiently ensuring risk assessment strategies are utilized.
  • Knowledge of issuing procedures for all checks and be able to offer customers alternatives and incentives to return if unable to complete the transaction.
  • Sell benefits of ancillary services to customers and ensure all sales are correctly recorded.
  • Enter customer information completely and accurately into POS system.
  • Reconcile cash float at the completion of shift.
  • Have an extensive knowledge of all safety and security procedures relating to the store and role-play on a regular basis (at least quarterly).
  • Understand and implement all procedures relating to Recordable Transactions.
  • Extensive understanding of all company policies and procedures.
  • Prepare collection files and assist in the collection process.
  • General office duties and proper use of all office equipment.
  • Successfully, open and close the store and complete all paperwork accurately.
  • All other job related duties as directed by Management.`

Assistant Store Manager

Harvey's & Swiss Chalet
08.2018 - 02.2022
  • Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
  • Planned team-building exercises to increase employee performance and job satisfaction.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Supervised and evaluated staff of 22 including other assistant managers, enabling them to improve skills, achieve daily objectives and attain advancement.

Education

Finance

Canadian Securities Institute- CSI
Edmonton, AB
2024

Finance

IFSE Institute
Edmonton, AB
2022

Associate of Arts - General Arts

Seneca College of Applied Arts And Technology
North York, ON
06.2018

Skills

  • Verbal and Written Communication(Lang: English, Hindi, Gujarati)
  • Client Relations
  • Risk Assessment
  • Investment banking services
  • Financial Advising
  • Credit risk evaluation
  • Technical aptitude
  • Microsoft Office: Word, Excel, Outlook, etc
  • Math skills and analytics
  • Goal Setting
  • Customer Service Management
  • Multitasking and Prioritization
  • Staff Management
  • Credit Analysis

Timeline

Banking Advisor

RBC Royal Bank Of Canada
03.2023 - Current

Customer Service Representative

Money Mart
08.2022 - 02.2023

Assistant Store Manager

Harvey's & Swiss Chalet
08.2018 - 02.2022

Finance

Canadian Securities Institute- CSI

Finance

IFSE Institute

Associate of Arts - General Arts

Seneca College of Applied Arts And Technology

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Rushali Patel