Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Tamira Chehade

Keswick,ON

Summary

Efficient and knowledgeable financial professional with 9+ years of extensive experience with budgeting, applications, investing, sales and providing financial advice. Analytical , goal-oriented individual that thrives in a fast paced, dynamic environment; in conjunction with understanding the importance of team building, team management, meeting deadlines, and being well organized.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Banking Advisor

Royal Bank of Canada
Keswick
07.2018 - Current
  • Listening and engaging clients in conversation to further understand their individual needs.
  • Assist clients with a full range of financial transactions, such as credit applications, investments, account opening, refinancing, mortgage renewals, budgeting, etc.
  • Properly file, e-courier, and/or dispose of confidential client and bank statements and forms.
  • Assisting Client Advisors (tellers) as well as Branch Managers with daily task for a smoother client experience.
  • Performed administrative duties such as filing paperwork, entering data into systems and preparing documents for meetings.
  • Assisted customers in opening new accounts or transferring existing accounts from other institutions.
  • Reviewed credit applications for accuracy before submitting them for approval.
  • Built relationships with customers by providing excellent customer service.
  • Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Facilitated estate planning and wealth transfer strategies to meet clients' legacy and philanthropic goals.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Identified new business opportunities through networking and referrals.

Client Advisor

Royal Bank of Canada
Aurora
09.2015 - 07.2018
  • Assist clients with day-to-day transactions, such as deposits, withdrawals, bill payments, and wire transfers.
  • Identifying clients according to policy and procedures to eliminate fraudulent activity and money laundering operations.
  • Work together with the Fraud and Security Department.
  • Participated in team meetings to discuss strategies for improving customer experience.
  • Assisted in the onboarding process for new clients by gathering information and providing guidance.
  • Trained new staff members on customer service protocols and procedures.
  • Kept confidential client information properly protected and only used for official purposes.

Customer Service Manager

Reno Depot
Aurora, Ontario
01.2015 - 09.2015
  • Reviewed customer feedback and complaints to identify areas of improvement in customer service processes.
  • Provided exceptional customer service to ensure customer satisfaction.
  • Scheduling 10+ employees
  • Work closely with contractors and sign work orders.
  • Working Closely with contractors (clients) orders, invoices and returns.
  • Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
  • Evaluated employee job performance and motivated staff to improve productivity.
  • Evaluated and authenticated returns, exchanges and voids.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Recruited and trained new employees to meet job requirements.

Front End Manager

Loblaws
Aurora
09.2005 - 01.2015

Education

Advanced Business Administration

Seneca College
King, ON

Skills

  • Administrative Skills
  • Flexible and Adaptable
  • Coaching and Mentoring
  • Investment strategies
  • Banking
  • Reporting
  • Debt management
  • Risk Assessment
  • Mutual funds
  • Microsoft Word
  • Pipeline Management
  • Sales expertise
  • Excellent verbal and written communication
  • Dependable and Responsible
  • Friendly, Positive Attitude
  • Data Entry

Certification

  • IFIC mutual fund License

References

References available upon request.

Timeline

Banking Advisor

Royal Bank of Canada
07.2018 - Current

Client Advisor

Royal Bank of Canada
09.2015 - 07.2018

Customer Service Manager

Reno Depot
01.2015 - 09.2015

Front End Manager

Loblaws
09.2005 - 01.2015

Advanced Business Administration

Seneca College

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Tamira Chehade