SEPAND TARAVATI
Banking Advisor
Richmond Hill,ON
Summary
Results-driven Relationship Manager with a proven track record in enhancing client relationships and resolving complex issues. Demonstrated ability to drive product growth through strategic planning and exceptional service delivery, leading to notable improvements in customer satisfaction ratings. Strong interpersonal skills foster positive rapport among clients and staff, consistently achieving business objectives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Banking Advisor & Manager Delegate
Royal Bank of Canada
Toronto, Ontario
02.2021 - Current
- Delivers substantial growth by consistently exceeding year-to-date objectives.
- Identify sales and referral opportunities, maintain relationships with partners, and leverage technology to deliver a memorable client experience.
- Engage with 25 to 35 clients per week through discovery to better understand their needs and goals, and to provide relevant financial advice through various credit and investment solutions.
- Utilize client-focused sales expertise and natural critical-thinking skills to maximize each client interaction.
- Contribute to creating meaningful and memorable client experiences to drive and maintain a client satisfaction rating of 100%.
- Contact clients periodically to retain the relationship.
- Managed crisis situations with strategic problem-solving methods.
- Provided regular coaching to enhance employee productivity.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Managed employee disputes to foster a harmonious work environment.
- Organized routine sessions to assess development.
Client Advisor
Royal Bank of Canada
Toronto, ON
03.2017 - 02.2021
- Communicated with potential customers to explain various services.
- Handled diverse client transactions effectively.
- Demonstrated commitment to client-centric service values.
- Fostering relationships with clients within the branch and community.
Education
Bachelor of Arts -
Brock University
Skills
- Client Relationship Management
- Problem Resolution
- Communication
- Highly Agile in Learning and applying new skills
- Time Management
- Detail-Oriented
- Effective Leadership
Certification
- IFC License - 2018
- Real Estate License - 2024
References
References available upon request.
Timeline
Banking Advisor & Manager Delegate
Royal Bank of Canada
02.2021 - Current
Client Advisor
Royal Bank of Canada
03.2017 - 02.2021
Bachelor of Arts -
Brock University
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