I am a results-driven Client Associate with a proven track record of exceeding targets and building strong client and colleague relationships. A highly motivated professional with a strong work ethic and the desire to make a positive impact. .
Overview
7
7
years of professional experience
Work History
CLIENT ASSOCIATE
Royal Bank of Canada, RBC
05.2022 - Current
Consistently delivers on the Helpful Retail Experience, while meeting clients' financial needs
Demonstrates a digital first mindset by ensuring all clients are knowledgeable of products and self-serve channels. Successfully closed 180+ digital channels YTD
Consistently ensures clients financial needs are aligned with best sales product solution. Successfully exceeded YTD plan by closing 30+ One RBC Referrals
Processes transactions while perusing clients' accounts, selling the bank's products to close sales, meeting personal and branch targets.
Maintains customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Host product knowledge sessions with service team highlighting and sharing best practices and skills required to maintain efficiency and teamwork.
Facilitates new client onboarding process.
Takes ownership and resolves customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
CUSTOMER SERVICE REPRESENTATIVE
COMMONWEALTH BANK
07.2021 - 05.2022
Provided customers with high level services by receiving cash and cheque deposits, bill payments, transfers, credit card payments, loan payments, current and savings withdrawals, and night wallet deposits, while maintaining a welcoming attitude and maintaining confidentiality
Offered advice and assistance to customers, paying attention to special needs or wants.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
HUMAN RESOURCES ASSOCIATE
THE UNIVERSITY OF THE BAHAMAS
01.2020 - 06.2021
Reviewed and screened applicant resumes to identify qualified candidates.
Confirmed appointments, communicated with clients, and updated client records.
Answered phone promptly and directed incoming calls to correct offices.
Maintained confidentiality of information regarding clients and company.
Provided clerical support to company employees by copying, faxing, and filing documents.
Customer Service Representative
The Bank of The Bahamas
02.2018 - 01.2019
Primarily responsible for handling customer financial transactions including withdrawals, deposits, money transfers, money orders, customer inquiries, and balancing check books.
Performed other duties like answering the phone, filing paperwork, clearing checks, and balancing numbers at the end of the day.
Participated in team meetings and training sessions to stay informed about product updates and changes.