Jesse Dhaliwal
Business Analyst at Oppono Lending Company- Claim this Profile
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Bio
Credentials
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Bachelor of Commerce (Honours)
Ted Rogers School of Management at Ryerson UniversityJun, 2022- Nov, 2024 -
Digital Upskill Program
RBCMar, 2022- Nov, 2024 -
Banking Advisor Training Program
RBCJan, 2022- Nov, 2024
Experience
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Oppono Lending Company
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Canada
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Financial Services
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1 - 100 Employee
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Business Analyst
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Jun 2023 - Present
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RBC
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Canada
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Banking
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700 & Above Employee
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Credit Advisor
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Aug 2022 - Jun 2023
• Provide responsive, sales/service to clients through providing information and financial advice on a wide variety of personal lending products & services.• Engage clients in genuine conversation to effectively identify & address their primary need and provides clients with relevant financial advice and RBC solutions to meet their needs• Complete credit applications for personal banking clients• Provide superior, responsive execution and delivery of tailored financial lending solutions. Show less
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Banking Advisor
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Nov 2021 - Aug 2022
• Achieved most improved advisor and nominated for best performing advisor for Q2 2022. • Proactively engaged with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities • Focused on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business • Responded to client-initiated contact, assisting them with a full range of financial transactions • Actively listened and engaged clients in conversation to further understand their individual needs • Proactively take ownership of resolving and preventing client banking problems• Cultivate and maintained relationships with partners to make the most of business opportunities and referrals Show less
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McDonald's
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United States
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Restaurants
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700 & Above Employee
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Manager
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Mar 2018 - Apr 2022
• Trained, motivated, and directed a cross-functional team of 40, optimized workplace productivity and promoted professional growth.• Managed all staffing responsibilities including consulting, interviewing, hiring, scheduling, and supervising employees.• Evaluated employees performance by providing semi-annual reviews of performance in the workplace with additional feedback.• Controlled costs and inventory to reduce waste by up to 75% to optimize operations and reduce cost eff iciency. Show less
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Crew Member
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Mar 2017 - Mar 2018
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Education
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Ted Rogers School of Management at Ryerson University
Bachelor of Commerce - BCom, Global Management Studies