YANA TRUDGIAN
ABBOTSFORD,BC
Summary
Energetic and friendly graduate with a Bachelor's degree in Business Administration, dedicated to offering exceptional customer service to clients and team members. Skilled at coordinating appointments, assisting walk-in clients, and answering phone lines and emails. Helps clients with questions and issues that may arise in a positive and upbeat way in order to build customer relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Advisor
Royal Bank Of Canada, RBC
02.2018 - Current
- Informed and suggested new banking products to customers.
- Booked appointments
- Assessed client's viability for financial services and facilitated closings and referrals.
- Opened new accounts according to laid down rules and guidelines.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Assisted customers in depositing and withdrawing cash.
- Educated clients on financial topics and best practices.
- Assisted clients with budgeting and cash flow management.
Education
BBA - Marketing
University of The Fraser Valley
Abbotsford, BC06.2017
Skills
- Excellent Written and Oral Communication
- Customer Service
- Data Entry
- Attention to Detail
- Microsoft Office Suite
- Computer Literacy
- Organizational skills
- Mail management
Certification
- Digital Marketing, HubSpot Academy, 2023
Skills acquired: website optimization, creating a non-paid strategy to build and grow a following, creating an ads strategy to amplify business message to a targeted audience, Email strategy, Social media, SEO.
Timeline
Client Advisor
Royal Bank Of Canada, RBC
02.2018 - Current
BBA - Marketing
University of The Fraser Valley
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