Tajana Privalov
MISSISSAUGA,ON
Summary
Adaptable banking advisor with extensive experience supporting client needs across personal and commercial banking. Strong in client service, attention to detail, and compliance review. Proven ability to identify solutions, handle routine issues, and build trust through responsive support.
Overview
1
1
Language
10
10
years of professional experience
Work History
Comercial Banking Operation Officer
Royal Bank of Canada, RBC
36 York Mills
05.2025 - Current
- Processed client requests to support efficient banking operations and maintained accurate records in banking systems.
- Validated documentation completeness, accuracy, and policy adherence to support compliant operations.
- Managed routine account issue resolution and maintained responsive client support.
- Collaborated with internal teams to resolve escalations and complete required follow-up actions.
Personal Banking Advisor
Royal Bank Canada RBC
Toronto, ON
06.2022 - 05.2025
- Delivered personalized banking advice to build client relationships while identifying everyday financial needs.
- Reviewed account activity details to identify appropriate deposit credit and investment solutions.
- Supported client onboarding processes by handling account opening service requests and completing routine banking transactions.
- Analyzed client situations, identified appropriate referral opportunities, and referred clients to mortgage investment and wealth specialists.
Personal Banking Associate
TD Bank
Toronto, ON
04.2017 - 06.2022
- Opened new accounts and updated customer records while ensuring accuracy and compliance requirements.
- Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
- Identified client needs and referred suitable banking products to support relationship growth.
- Assisted clients with everyday banking transactions, account maintenance, and service inquiries.
- Explained digital banking tools, card services, and account features to improve client confidence.
- Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
Education
Bachelor of Accounting - Accounting
Humber College
Toronto05-2017
Mutual Funds - Investment specialist
CSC
Toronto, ON04-2016
Skills
- Project coordination
- Report writing
- Report preparation
- Cultural awareness
- Budgeting and finance
- Client relationship management
- Strategic planning
- Process improvement
Languages
English
Timeline
Comercial Banking Operation Officer
Royal Bank of Canada, RBC
05.2025 - Current
Personal Banking Advisor
Royal Bank Canada RBC
06.2022 - 05.2025
Personal Banking Associate
TD Bank
04.2017 - 06.2022
Bachelor of Accounting - Accounting
Humber College
Mutual Funds - Investment specialist
CSC