Summary
Overview
Work History
Education
Skills
Accomplishments
References
Languages
Timeline
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Sheleka Scott

Brampton,Ontario

Summary

Performance driven, customer service specialist, with a proven ability to adapt quickly and surpass business goals while delivering tailored financial solutions and exceptional customer service within a high-pressure environment. Demonstrated expertise in managing complex client portfolios, and providing strategic advice on lending, investments, and comprehensive banking needs. Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.

Overview

2
2
years of professional experience

Work History

Cards Advisor

rBC ROYAL BANK
03.2022 - 07.2024
  • Responding to personal/business clients with professional and accurate service for their everyday banking transaction needs primarily for credit card issues
  • Educating clients on the breadth and depth of different ways to interact with RBC (in person, by phone, virtually and digitally
  • Actively engaging and diligently educating and enabling our clients to digitally self-serve, fulfil, and buy on their own mobile device, using online banking, or at the ABM, on every occasion
  • Building long-term profitable relationships by being along the client’s path for key life moments
  • Proactively resolving client concerns and continuously striving to provide sales and digital options as solutions when relating primarily to credit card needs
  • Using discovery skills to research, review, and evaluate clients’ immediate needs, financial status, references and credit, and ensuring they are directed to the most appropriate individual.

Education

Ontario Secondary School Diploma -

St. Augustine Secondary School
06.2021

Skills

  • Relationship Building
  • Strategic Planning
  • Training and mentoring
  • Client Engagement
  • Compliance requirements
  • Teamwork and Collaboration
  • Interpersonal Communication
  • Analytical Thinking
  • Excellent Communication
  • Time Management

Accomplishments

  • Proficient in identifying and managing financial risks, ensuring compliance with regulatory requirements.
  • Focused on delivering exceptional service, understanding client needs, and building long-term relationships.
  • Excellent verbal and written communication skills, with the ability to engage effectively with clients and colleagues.
  • Skilled in providing tailored financial advice and solutions that align with clients' financial goals and needs.
  • Competent in analyzing financial statements to assess financial health and make informed recommendations.
  • Demonstrates strong analytical skills and a proactive approach to problem-solving and continuous learning.
  • Adept at conducting thorough client discovery processes to understand their financial situation and needs.
  • Proficient in using digital tools and platforms to enhance client interactions and streamline financial processes.
  • Knowledgeable in regulatory standards and adept at maintaining accurate and compliant documentation.
  • Experienced in structuring retail credit products, including loans and lines of credit, tailored to client needs.
  • Effective in managing and nurturing client relationships, ensuring a high level of satisfaction and retention.
  • Strong team player with a collaborative approach, working effectively with colleagues to achieve shared goals.
  • Skilled in analyzing data to identify trends, inform decision-making, and optimize financial strategies.
  • Excellent problem-solving skills, with the ability to make sound decisions under pressure.

References

Available upon Request

Languages

English
Full Professional

Timeline

Cards Advisor

rBC ROYAL BANK
03.2022 - 07.2024

Ontario Secondary School Diploma -

St. Augustine Secondary School
Sheleka Scott