Vinita Modi
Delta,BC
Summary
Key member of a dynamic team, always ready to provide innovative solutions and individualized financial advice to valuable clients. As well as helping to peers and encourages sharing of knowledge and experience among team members teams. Having sound track record in building rapport and maintaining client relationships within the financial or service industry
Overview
5
5
years of professional experience
Work History
Financial Advisor
RBC
Surrey, British Columbia
11.2022 - Current
- Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice.
- Leverage technology to deliver on client experience and drive sales and retention.
- Proactively take ownership of resolving and preventing client’s banking problems.
Banking Advisor
RBC
Surrey, British Columbia
04.2021 - 11.2022
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
- Respond to client-initiated contact, assisting them with a full range of financial transactions.
- Actively listen and engage clients in conversation to further understand their individual needs.
- Proactively take ownership of resolving and preventing client banking problems.
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals.
Sr. Banking Advisor - Advice Center
RBC
New Westminster, BC
12.2020 - 04.2021
- Proactively engage with clients in all areas, uncovering banking needs, providing help and advice
- Focus on client education and all demonstration, leveraging technology to deliver a good client experience
- Actively listen and engage clients in conversation to further understand their individual needs
- Cultivate and maintain relationships with partners to work as one RBC team
- Proactively take ownership of resolving and preventing client banking problems.
Card Advisor - Advice Center
RBC
New Westminster, BC
04.2020 - 12.2020
- Engage with RBC clients on the telephone or by email to deliver an outstanding service experience
- Focus on helping clients every day when they need us most, by responding empathetically to a variety of questions
- Contribute to team results by supporting all colleagues to be successful in meeting client needs
- Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.
Member Banking Advisor
Envision Financial
Delta, BC
09.2019 - 04.2020
- Processes a full range of member transactions including, but not limited to opening personal or business accounts, debit/credit cards, and deposits
- Directs members to appropriate digital channels and increase digital banking adoption as per branch goal
- Supports achievement of annual branch goals and objectives through proactive promotion.
Education
High School Diploma -
GSEB
Gujarat, India03.2005
Skills
- Operations and Administration
- Client Relationship Management
- Research and analytical skills
- Excellent communication
- Interpersonal and listening skills
Timeline
Financial Advisor
RBC
11.2022 - Current
Banking Advisor
RBC
04.2021 - 11.2022
Sr. Banking Advisor - Advice Center
RBC
12.2020 - 04.2021
Card Advisor - Advice Center
RBC
04.2020 - 12.2020
Member Banking Advisor
Envision Financial
09.2019 - 04.2020
High School Diploma -
GSEB
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