Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Timeline
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Theo Espagnol

Victoria,BC

Summary

As a recent undergraduate from the University of Ottawa with a background in the financial and banking sectors, and honed customer service skills, I have move to Victoria to pursue my passion for rugby as a member of the Canadian National Academy. Alongside my athletic pursuits, I am eager to further develop my career.

Overview

2
2
years of professional experience

Work History

Client Advisor/Banking Advisor Intern

RBC Royal Bank of Canada
06.2021 - 03.2023
  • Provided exceptional customer service on the front line while facilitating RBC clients with their everyday banking needs
  • Assisted clients with credit card and loan applications, investment needs, fraud detection/support, and account openings
  • Collaborated with Mortgage Specialists, Investment and Retirement Planners, and Financial Planners to develop customized solutions for clients
  • Developed a deep understanding of banking products and services to better advise clients on their banking needs
  • Prepared and presented financial statements to clients to educate them on their current financial standing and help them plan for success.

Junior Accounting Clerk

University of Ottawa
09.2020 - 12.2020
  • Executed all bookkeeping activities, including accounts payable/receivable, ledger entries, reconciliations, and financial statement preparation
  • Participated in project to recover over 300 unpaid invoices
  • Covered the workload of a team of 4 during a month-long strike to ensure the smooth running of operations
  • Collaborated with other departments to ensure proper coding of general ledger accounts.

Education

Joint Honours BSc in Financial Mathematics and Economics (co-op) -

University of Ottawa
06.2023

Skills

  • Microsoft Office (Excel, Powerpoint, etc)
  • Programming languages (Latex, R, Python)
  • Fluently Trilingual (French, English, Mandarin)
  • Teamwork & Leadership
  • Critical Thinking & Problem Solving
  • Customer Service & Engagement
  • Communication & Active listening
  • Adaptability

Extracurricular Activities

uOttawa Gee-gee's Rugby

  • Fundraising and Social Chair (2020-2021) organizing various events and banquets
  • Treasure (2021 -2022) managing the teams budget
  • President of Administration and Operations (2022-2023) managing the team's budget and behind the scenes operations

Volunteer Experience

  • 200+, volunteering for food drives, cleanups, youth sports, etc.

Timeline

Client Advisor/Banking Advisor Intern

RBC Royal Bank of Canada
06.2021 - 03.2023

Junior Accounting Clerk

University of Ottawa
09.2020 - 12.2020

Joint Honours BSc in Financial Mathematics and Economics (co-op) -

University of Ottawa

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Theo Espagnol