Business Advisor

• Feb 2018 - Present

Senior Financial Services Representative

• Apr 2017 - Jan 2018

Financial Services Representative

• Jun 2015 - Mar 2017

Banking Advisor

• Mar 2014 - Jun 2015

Resolve problems at first point of contact by taking ownership in a friendly and helpful manner and refer more complex situations to RBC partners, as appropriate. Contributed to the unit meeting its sales objectives and related strategies by opportunity spotting client needs and referring them to the appropriate sales individual or alternative delivery channel. Adhere to compliance routines in carrying out transactions Resolve problems at first point of contact by taking ownership in a friendly and helpful manner and refer more complex situations to RBC partners, as appropriate. Contributed to the unit meeting its sales objectives and related strategies by opportunity spotting client needs and referring them to the appropriate sales individual or alternative delivery channel. Adhere to compliance routines in carrying out transactions

Sales and Marketing Associate

• Apr 2011 - Feb 2015

Develop new business in the assigned area through targeted marketing efforts Maintain relationship with existing customer and penetrate deeper into to accounts to increase overall business share Ensure adherence to accounting principles as established by the firm Develop new business in the assigned area through targeted marketing efforts Maintain relationship with existing customer and penetrate deeper into to accounts to increase overall business share Ensure adherence to accounting principles as established by the firm

Branch Manager

• Mar 2010 - Mar 2011

Motivated sales and service department to work together to achieve overall business goals Achieved 98% in branch audit by ensuring regulatory compliance and underwriting standards were being met Proactively responded to customer inquiries and handled complaints in a timely fashion Increased branch revenue by 60% by devising financial strategies to reduce default and expenses Motivated sales and service department to work together to achieve overall business goals Achieved 98% in branch audit by ensuring regulatory compliance and underwriting standards were being met Proactively responded to customer inquiries and handled complaints in a timely fashion Increased branch revenue by 60% by devising financial strategies to reduce default and expenses

Software Engineer

• Sep 2007 - Dec 2008

Programmed and devised front end interface to software applications using VB.Net and SQL servers Managed clients, handle support calls and trained clients onsite Lead new software initiatives and gathered requirements from cross functional teams Achieved the completion of complex software programs on budget and on schedule Only member on the team of 15 to be ranked high performer in the joining year Programmed and devised front end interface to software applications using VB.Net and SQL servers Managed clients, handle support calls and trained clients onsite Lead new software initiatives and gathered requirements from cross functional teams Achieved the completion of complex software programs on budget and on schedule Only member on the team of 15 to be ranked high performer in the joining year