Summary
Overview
Work History
Education
Skills
Timeline
Generic

Timothy Smith

Red Deer

Summary

Skilled financing services specialist with proven track record in delivering impactful results. Adept at team collaboration and flexible in adapting to changing needs. Expertise in financial analysis and customer service, consistently driving successful outcomes. Known for reliability and strong focus on achieving objectives.

Overview

34
34
years of professional experience

Work History

Senior Financing Spcialist

RBC
06.2009 - 10.2024
  • Supported Relationship Managers in completing credit renewals and requests, balancing client needs and banks risk appetite.
  • Streamlined project delivery processes, reducing completion times significantly.
  • Assisted Relationship Managers in maximizing opportunity spotting with all clients to enhance retention, referrals, and sales activities and contribute to superior client care.
  • Facilitated training for professional development of Intern Relationship Managers.

Senior Relationship Manager

RBC
06.2002 - 06.2009
  • Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
  • Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
  • Developed new banking relationships with business prospects.
  • Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.

Personal Banking Officer

RBC
08.1990 - 06.2002
  • Provided expert financial advice to clients, helping them achieve their personal financial goals.
  • Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
  • Maintained compliance with banking regulations through diligent record-keeping and reporting practices.
  • Managed a diverse portfolio of high-net-worth clients, providing personalized service tailored to their unique needs.
  • Identified opportunities for cross-selling products, resulting in higher revenues for the bank.

Education

Business Diploma - Marketing

Southern Alberta Institute of Technology
Calgary, AB

Skills

  • Financial Analysis
  • Teamwork and Collaboration
  • Customer Relationship Management
  • Risk Management
  • Regulatory Compliance

Timeline

Senior Financing Spcialist

RBC
06.2009 - 10.2024

Senior Relationship Manager

RBC
06.2002 - 06.2009

Personal Banking Officer

RBC
08.1990 - 06.2002

Business Diploma - Marketing

Southern Alberta Institute of Technology

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Timothy Smith