Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Client Advisor
Royal Bank of Canada, RBC
11.2016 - Current
Collaborated with team members to develop innovative solutions for complex client needs.
Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
Studied financial documents to identify potential areas needing improvement.
Developed and maintained strong relationships with clients to maximize satisfaction.
Contributed to company growth by identifying new business opportunities and cross-selling services.
Sought out appropriate management in more complex financial matters.
Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
Strengthened client relationships through regular communication and proactive follow-up on inquiries.
Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
Identified and pursued new business opportunities, contributing to growth of client base.
Fostered strong relationships with clients, ensuring satisfaction and retention through regular communication.
Education
High School Diploma -
Edward Schreyer
Beausejour
06-2003
Skills
Client interaction
Money Handling
Product Promotion
Cash Handling
Relationship Management
Financial knowledge
Financial Services
Customer Engagement
Languages
English
Native or Bilingual
Timeline
Client Advisor
Royal Bank of Canada, RBC
11.2016 - Current
High School Diploma -
Edward Schreyer
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