Grace Thomas Email & Phone Number

Vancouver, Bc, Ca

Vancouver, Bc, Ca

Victoria, British Columbia, Canada

Victoria, British Columbia, Canada

• Mapped out complex client requirements to ensure reporting frameworks and regulations were adhered. • Assisted with the data and commentary loading into financial reporting software.• Supported the development of data visualizations for asset classes in the quarterly Investment Reports. • Facilitated financial literary workshops for youth as part of Junior Achievement.

Vancouver, British Columbia, Canada

• Coordinated and collaborated with a variety of stakeholders to evaluate the effectiveness of existing client material, worked to review and deliver more complete client-centric information.• Led the rebranding of internal network sites for three teams, creating designs and managing resources.• Demonstrated proficiency with new software tools including Croesus, a financial management software used for client portfolio management.

Victoria, British Columbia, Canada

• Helped clients with their everyday banking, credit and investment needs as a front-line representative.• Processed transactions efficiently and accurately, while confidently delivering advice and solutions to clients.• Used a client first approach to handle sensitive matters and problem solve difficult situations.• Proactively conversed with clients about their banking needs and habits to identify referral opportunities.

• Responsible for precise and respectful covid-19 screening procedures of staff and visitors.• Prioritizing multiple tasks within a cross functional team setting.• Thoughtfully communicate covid-19 safety protocols with family members, while providing support for each unique situation.

Victoria, British Columbia, Canada

• Supportive and proactive team member willing to adapt role based on store and co-worker needs to ensure efficient operations.• Demonstrated strong customer service skills through developing customer connections.• Accurate task completion in a fast-paced environment to enhance customer satisfaction.

Bachelor Of Commerce - Bcom, Finance, General, 3.7/4 Gpa

Exchange Semester

Areas of Study: - Brand Identity and Strategy - Gender Equality and Sustainable Development - Consumer Insights for Strategy - Technology.

Double Dogwood (French Immersion)

Activities and Societies: Best Buddies, Live Different, & Student Leadership