Sherry Krieser
Windthorst,SK
Summary
Dynamic Client Advisor at RBC with a proven track record in strengthening client relationships and delivering tailored product recommendations. Skilled in cash handling and maintaining client confidentiality, I excel in fostering trust and loyalty while adhering to regulatory standards. Committed to enhancing client experiences through active listening and empathetic support.
Overview
14
14
years of professional experience
Work History
Client Advisor
RBC
03.2011 - 05.2025
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Assisted clients with dad to day banking transactions
- Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Managed sensitive client information with utmost confidentiality, building trust and loyalty.
Education
High School Diploma -
Lord Elgin High School
Burlington, ONSkills
- Client interaction
- Product recommendation
- Cash handling
- New account setup
- Customer referrals
- Professionalism and etiquette
- Client confidentiality
Languages
English
Interests
- Avid Reader
- Gardening
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Music
Timeline
Client Advisor
RBC
03.2011 - 05.2025
High School Diploma -
Lord Elgin High School