Amanda Lopizzo Email & Phone Number

Newmarket, On, Ca

Aurora, Ontario, Canada

Keswick, Ontario, Canada

This role was a new, exciting challenge for me. I feel honored to have developed so many strong relationships with my clients and over the past few years have become their preferred advisor in the branch. Seeing my clients achieve financial success and also be there to help them through challenging times has been a highlight of working in this role. I completed the Investment Funds in Canada course through the Canadian Securities Institute to enhance my knowledge to provide sound advice to our… Show more This role was a new, exciting challenge for me. I feel honored to have developed so many strong relationships with my clients and over the past few years have become their preferred advisor in the branch. Seeing my clients achieve financial success and also be there to help them through challenging times has been a highlight of working in this role. I completed the Investment Funds in Canada course through the Canadian Securities Institute to enhance my knowledge to provide sound advice to our clients.Through this position I was able to meet immediate everyday banking needs for my clients as well as more in depth banking needs such as investment advice and planning, credit needs, and mortgage financing. Engaging with our in-branch experts when needed to enhance the overall client experience and really offer our clients the right advice to meet their short-term and long-term goals.I was honored by my colleagues in my branch who continued to nominate me each year for our quarterly performance awards and in 2018 I received two quarterly awards for outstanding customer service and overall sales results. Show less

Aurora, Ontario

Overall responsibility was to manage directly the front line client adviser sales team. To coach individually on a weekly basis and as a team their individual sales results and the result as a team. Meeting these expectations through daily and weekly coaching sessions and goal setting and creating improvement plans for those struggling to achieve results.Directly responsible to manage the branch's Customer Loyalty Surveys that would highlight customer feedback from our front line and… Show more Overall responsibility was to manage directly the front line client adviser sales team. To coach individually on a weekly basis and as a team their individual sales results and the result as a team. Meeting these expectations through daily and weekly coaching sessions and goal setting and creating improvement plans for those struggling to achieve results.Directly responsible to manage the branch's Customer Loyalty Surveys that would highlight customer feedback from our front line and back office sales team. Discuss area's of concern individually with staff on client comments and coach on ways to improve the experience for clients in order to achieve desired results. First point of contact for clients concerns and complaints and being responsible with handling them at branch level without escalation. Overseeing all cash management in the branch, cash operations and control, and meeting all compliance expectations. Show less

Toronto, Ontario

Overall responsibility was to on-board up to 30 trainee's per session of new to bank employee's through a 6 week National training program for the Client Advisors through online training platform. Deliver through a e-classroom environment a virtual classroom training platform designed to assist employees through the training program, as well as, evaluate and coach each trainee through the program so they can successful complete the program and ensure its role of best fit. Make… Show more Overall responsibility was to on-board up to 30 trainee's per session of new to bank employee's through a 6 week National training program for the Client Advisors through online training platform. Deliver through a e-classroom environment a virtual classroom training platform designed to assist employees through the training program, as well as, evaluate and coach each trainee through the program so they can successful complete the program and ensure its role of best fit. Make recommendations to employee's direct manager for further coaching required in branch or through joint calls with HR implementing recommendations to provide special accommodations to help employee's that came through other RBC joint programs such as PWD (persons with disabilities) or Indigenous programs or newcomers to Canada succeed. Show less

Involved in the process of opening a new Branch, attracting new clients, and other duties involved in opening a new business. My main daily duties were managing the branch's cash and operations as servicing branch and business clients.

Canadian Securities Course (Csc)

Investment Funds In Canada (Ifc)

Mutual Funds Dealer license

Business Administration, Human Resources