Valerie Abel
RBC Direct Investing
Ajax,ON
Professional Summary
Operations and banking professional with experience supporting clients, employees, and cross-functional teams in a fast-paced financial services environment. Recognized for strong organizational skills, process improvement, training, documentation, and stakeholder support. Experienced in coordinating multiple priorities, developing process materials, delivering team education, preparing reports, and supporting operational initiatives. Known as a trusted team resource who helps colleagues succeed through collaboration, coaching, knowledge sharing, and continuous improvement.
Timeline
Access to Specialist
RBC Direct Investing
11.2021 - CurrentRead more
Client Advisor
RBC Royal Bank
05.2018 - 11.2021Read more
CUSTOMER SERVICE REPRESENTATIVE/DATA ENTRY CLERK
ONTARIO HOME SERVICES
02.2018 - 04.2018Read more
Sheridan College - ADVANCED DIPLOMA, BUSINESS ADMINISTRATION FINANCE
09.2013 - 11.2017Read more
Skills
Program Coordination
Process Documentation
Employee Training & Knowledge Transfer
Relationship Management
Operational Support
Communications & Presentations
Continuous Improvement
Problem Solving
Work History
4 Years 10 Months
11.2021 - Current
4 Years 10 Months
Access to Specialist
RBC Direct Investing | Mississauga, Ontario
11.2021 - Current
- Serve as a trusted resource for clients and internal partners by resolving inquiries and coordinating support across RBC teams.
- Partner with cross-functional stakeholders to identify client needs and facilitate appropriate solutions.
- Support onboarding and development of new team members through coaching,knowledge transfer, and day-to-day guidance.
- Act as a team buddy for new employees, helping them navigate processes, systems, and operational procedures.
- Deliver training and refresher education on new and changing processes to support consistency and operational effectiveness.
- Collaborate with subject matter experts and business partners to develop procedure guides and process documentation.
- Contribute to process improvement initiatives by identifying opportunities to streamline workflows and enhance the employee and client experience.
- Prepare presentations and educational materials to support knowledge-sharing initiatives.
- Produce spreadsheets and assist with operational reporting activities to support business objectives.
- Guide clients to digital and self-service capabilities while promoting adoption of RBC technologies and tools.
- Build strong relationships across business units to deliver a seamless One RBC experience.
- Recognized as a dependable team resource frequently consulted for process clarification and operational support.
3 Years 6 Months
05.2018 - 11.2021
3 Years 6 Months
Client Advisor
RBC Royal Bank | Ajax, Ontario
05.2018 - 11.2021
- Deepened client relationships through exceptional service and proactive problem resolution.
- Connected clients with specialists and solutions across the RBC ecosystem.
- Resolved complex client inquiries while maintaining operational and risk excellence.
- Supported achievement of team objectives through collaboration and service delivery.
- Contributed to employee training and knowledge-sharing activities.
- Maintained strong relationships with clients through responsiveness, professionalism, and trusted advice.
- Earned consistent recognition for collaboration, partnership, and service excellence.
2 Months
02.2018 - 04.2018
2 Months
CUSTOMER SERVICE REPRESENTATIVE/DATA ENTRY CLERK
ONTARIO HOME SERVICES | North York, Ontario
02.2018 - 04.2018
- Resolved customer inquiries efficiently, ensuring high satisfaction levels and prompt service delivery.
- Collaborated with team members to enhance workflow processes and improve response times.
- Provided product information, assisting customers in making informed purchasing decisions.
- Trained new staff on customer service protocols and company policies for consistent service delivery.
Languages
English
Native or Bilingual
Education
ADVANCED DIPLOMA - BUSINESS ADMINISTRATION FINANCE
Sheridan College | Mississauga, Ontario | 09.2013 - 11.2017