Stacey Telfer
Lanigan,Sk
Summary
For the past year, I have been a Banking Advisor Intern. During this time, I have focused on lending and credit applications, as well as making client referrals to the appropriate partners such as Financial Planners, Mortgage Specialists, and Investment Retirement Specialists.
In my 2 years as a Client Advisor, I was driven to continuously exceed performance goals and achieve substantial growth in the banking industry. I have a strong history in building clientele relationships, managing client concerns, promoting and providing advice on products and services. I have successfully enrolled and trained clients to use self-service systems, such as online banking, mobile banking, and ATM services to provide convenience and improve accessibility.
Overview
4
4
years of professional experience
Work History
BANKING ADVISOR INTERN
RBC
Lanigan, SK
11.2022 - Current
- Assisted in the onboarding process for new clients by gathering information and providing guidance.
- Developed relationships with clients through regular communication and follow-up.
- Participated in team meetings to discuss strategies for improving customer experience.
- Advised clients on product features and benefits best suited for their individual needs.
- Managed customer complaints effectively by utilizing problem solving skills.
- Provided technical support when necessary in order to resolve customer queries quickly.
- Resolved issues for banking customers and provided operational support.
- Recommended strategies to assist clients in achieving financial goals and objectives.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Investigated available investment opportunities to determine compatibility with client financial plans.
Client Advisor
RBC
Lanigan, Sk
11.2020 - 11.2022
- Create presentations, maintain, and enter information in cash hub, NCR, and cash ordering
- Account opening
- Complete forms in accordance with company procedures
- Schedule and confirm appointments for clients
- Provide client advice
- Resolve client complaints regarding products and service
- Present clients with offers and opportunities relevant to their needs
- Pro-active calling to ensure clients are up to date with products and services
- Developed and maintained customer relationships to grow client base
- Client referrals to relevant partners
- Collaborated with managers and coworkers to achieve personal and team goals
- Trained newly hired advisors to instill proper work ethics and standards
- Mentoring new advisors.
- Provided customer service to clients, including answering questions and resolving issues.
- Developed relationships with clients through regular communication and follow-up.
- Identified client needs and provided tailored solutions.
- Trained new staff members on customer service protocols and procedures.
- Maintained up-to-date knowledge of company policies related to customer service practices.
- Advised clients on product features and benefits best suited for their individual needs.
- Processed payments accurately and efficiently according to established guidelines.
- Managed customer complaints effectively by utilizing problem solving skills.
- Provided technical support when necessary in order to resolve customer queries quickly.
- Resolved issues for banking customers and provided operational support.
Supervisor
Co-op
Lanigan, Sk
04.2020 - 11.2020
- Cash handling
- Deposits
- File maintenance
- Key Holder
- Opening and closing of store
- Floor management
- Supervising staff
- Grocery ordering
- Cashier
- Stocking shelves.
Education
Orientation To Child Daycare: Early Childhood Education -
Parkland Regional College
High School Diploma: High School -
Norquay High School
Business Administration, Year 1 -
Parkland Regional College
Currently Enrolled in IFSE-Mutual Funds Course -
IFSE-Education Services
Skills
- Time Management
- Judgment and Decision Making
- Negotiation
- Customer Service
- Great Communication
- Employee Management
- Cash Management
- Supply Ordering
- Public Speaking
- Mentoring and Training
- Managing Client relationships
- Loan Processing
- Client Relations
- Cash Handling
References
- Corinne Carey, RBC Former Co-worker, Lanigan, Sk, 306 365 7129
- Penny Stenson, Lanigan Daycare, Lanigan, Sk, 306 231 7129
- Michelle Hassman, Library Technician, 306 360 8022
Timeline
BANKING ADVISOR INTERN
RBC
11.2022 - Current
Client Advisor
RBC
11.2020 - 11.2022
Supervisor
Co-op
04.2020 - 11.2020
Orientation To Child Daycare: Early Childhood Education -
Parkland Regional College
High School Diploma: High School -
Norquay High School
Business Administration, Year 1 -
Parkland Regional College
Currently Enrolled in IFSE-Mutual Funds Course -
IFSE-Education Services
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