Summary
Overview
Work History
Education
Skills
Languages
Languages
Websites
Timeline
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Viktoriia Bybyk

Viktoriia Bybyk

Etobicoke,Canada

Summary

Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.

Overview

7
7
years of professional experience

Work History

Branch Manager

RBC
07.2023 - Current
  • Ensuring high employee engagement through talent management, development and career planning
  • Delivering results through strong sales management routines and coaching ability
  • Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
  • Coaching my team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
  • Leveraging partners to establish both internal and external working relationships to support business objectives
  • Addressing local community needs through appropriate recruitment and management practices

Assistant Branch Manager

RBC
10.2022 - 06.2023
  • Motivated and coached a high performing team of advisors in a dynamic, high-volume, and rewarding marketplace with established and achieved team objectives
  • Coached my team to increase skills and capabilities to maximize sales and referrals opportunities
  • Enabled digital education and usage
  • Promoted problem resolution at first point of contact
  • Shared common goals, purpose, vision, and values with RBC partners, built relationships and encourage collaboration across all roles
  • Supported ongoing development of my team through consistent sales routines to ensure a high level of employee capability and engagement

Associate Financial Advisor

CIBC
07.2021 - 10.2022
  • Managed a portfolio of mortgage clients, focused on deepening the client relationship
  • Helped clients to achieve their financial goals by providing with personalized solutions
  • Created relationships by networking with clients’ families and friends to uncover opportunities and refer to appropriate partners
  • Utilized knowledge of retail products
  • Planned daily and weekly activities, multi-tasking and prioritize to meet deadlines
  • Participated in community and banking center events such as Ukrainian festival and Run for the Cure
  • Effectively trained new team members (CSR and FSR)
  • Branch back-up

Senior Financial Service Representative, Investment

CIBC
11.2020 - 06.2021
  • Financial Service Representative (CIBC) January 2019 – November 2020 - Was meeting with client, building relationships, understanding their goals and recommending the right products and solutions that will enable their financial success
  • Was processing abilities and extensive knowledge of secured lending application such as new purchases, refinances, porting, mortgage renewals
  • Was utilizing knowledge of retail products, investment such as TFSAs, RRIFs, RRSPs, GICs, Mutual Funds, self-directed brokerage accounts, personal and business chequing and savings accounts, unsecured lending such as line of credits and loans, overdrafts, credit cards, safety deposit boxes, POAs and estate processing
  • Was advising clients on solutions and providing them a forward-looking financial plan based on their goals, objectives, resources, time horizon, risk tolerance and preferences
  • Was handling customer inquiries and complaints efficiently in a timely manner and escalate where necessary to maintain excellent and productive client’s relationship

Customer Service Representative (back up head teller)

CIBC
10.2017 - 01.2019
  • Customer oriented and ability to adapt to different types of clients
  • Handled customer complaints and provided appropriate solutions and alternatives
  • Processed customer’s transactions accurately
  • Built sustainable relationships and trust with customers through open and interactive communication
  • Contributed to team effort by accomplished related results as needed
  • Assisted and performed head teller duties, ordered and shipped cash - Trained new employees

Education

Executive MBA -

University of Ottawa, Telfer
06.2026

Branch Compliance Officer’s Course -

11.2022

Canadian Investment Funds -

11.2018

Pediatrician -

Medical Academy of Poltava
01.2013

Skills

  • Ability to meet tight deadlines
  • Quality of work
  • Financial management
  • Interpersonal skills
  • Customer service
  • Conflict resolution
  • Knowledge of retail banking products
  • Ability to learn new procedures
  • Willingness to be trained
  • Risk management
  • Business compliance
  • Strategic planning
  • Organizational skills
  • Complex Problem-solving
  • Recruiting and interviewing
  • Performance evaluations
  • Expectation setting

Languages

  • English
  • Ukrainian
  • Russian

Languages

English
Full Professional
Ukrainian
Native/ Bilingual
Russian
Native/ Bilingual

Timeline

Branch Manager

RBC
07.2023 - Current

Assistant Branch Manager

RBC
10.2022 - 06.2023

Associate Financial Advisor

CIBC
07.2021 - 10.2022

Senior Financial Service Representative, Investment

CIBC
11.2020 - 06.2021

Customer Service Representative (back up head teller)

CIBC
10.2017 - 01.2019

Executive MBA -

University of Ottawa, Telfer

Branch Compliance Officer’s Course -

Canadian Investment Funds -

Pediatrician -

Medical Academy of Poltava
Viktoriia Bybyk