Zineb Charra
Ottawa,ONTARIO
Summary
Motivated and energetic Banking advisor, equipped with the Canadian Securities Course certificate. Aiming to leverage my banking experience and expertise in financial services for the Assistant Branch Manager Advisor role at RBC.
Overview
2
2
years of professional experience
Work History
Banking Advisor
Royal Bank Of Canada, RBC
05.2023 - Current
- Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
- Extended and sustained relationships with customers to maintain and grow business.
- Worked with customers to procure updated financial information on continuous basis.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans using MyAdvisor.
Client Advisor
Royal Bank Of Canada, RBC
05.2022 - 05.2023
- Provided personalized financial advice to clients, addressing their unique needs and goals.
- Successfully achieved sales target through effective relationship building and strategic product offerings.
- Collaborated with team members to ensure a seamless customer experience across various banking products and services
- Delivered couple of advice event in regards of financial literacy to Willis College and Rideau-Rockcliffe Center in the St Laurent community.
Education
Diploma - Marketing
Algonquin College
Ottawa, ON06.2023
Master of Science - International Trade And Transportation Logistics Management
National School of Business And Management
Morocco06.2021
Skills
- Client relationship management
- Sales and business development
- Financial Analysis and risk assessment
- Team collaboration
- Strong communication skills
- Credit Risk Evaluation
- Retirement Needs
- Cash Handling
- Investment Advice
Languages
English
Full Professional
French
Native or Bilingual
Arabic
Native or Bilingual
Spanish
Limited Working
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
05.2023 - Current
Client Advisor
Royal Bank Of Canada, RBC
05.2022 - 05.2023
Diploma - Marketing
Algonquin College
Master of Science - International Trade And Transportation Logistics Management
National School of Business And Management
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