Tavia Harry
Mississauga,ON
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing day to day banking advice tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Banking Advisor
RBC Royal Bank
Brampton
08.2023 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
RBC Client Advisor
RBC Royal Bank
Mississauga
09.2021 - Current
- Highlighted values and educated clients on financial products and services that RBC offers. Providing day to day banking advice.
- Educated clients on use of banking website and mobile apps. Leading with digital.
- Identified sales opportunities and referred clients to branch partners in financial services.
- Reviewed Accomplishments during Weekly Goal setting, analyzed results and created a new and improved strategic plan for the upcoming week.
Education
Commerce Diploma - Accounting And Finance
Humber College
Etobicoke, ON12.2024
Skills
- Customer Service
- Critical Thinking
- Product Knowledge
- Referral Coordination
- Customer Engagement
- Cash Counting
- Social Perceptiveness
Accomplishments
Time period 2024
- Digitally Assisted 30+ Clients by leading with Digital each week
- Connected Clients with respected partners, and closed YTD $7M
- Scheduled 25+ booked appoints to provide opportunities and advice to clients per week
Certification
- Successful Completion of IFIC-Nov 2022
Timeline
Banking Advisor
RBC Royal Bank
08.2023 - Current
RBC Client Advisor
RBC Royal Bank
09.2021 - Current
Commerce Diploma - Accounting And Finance
Humber College