Lynda R Morris Email & Phone Number

Mississauga, Ontario, Canada

Provide personal banking advice and solutions for clientsIdentifying further clients needs and referring to business partner network

Canada And Usa

Mississuaga

Determining credit worthiness and credit risk for personal lending - credit cards, lines of credit, mortgages - processing and adjudication of credit applications. Referrals to business partners

Mississauga, Ontario, Canada

Small Business Credit AdvisorProvide credit to small business up to $250000Identify further client needs to refer to business partner network, i.e. Commercial Banking, Investment and Retirement Planners, etc.

Mississauga, Ontario, Canada

Integral member of enterprise wide digital transformation with creation of online employee procedure index and library using Sharepoint.Liaise with Business Analyst, Subject Matter Experts, Project Managers, Application Developers, Policy Analysts, Publishing Team and other key project team membersIdentify correct Branch Procedures practices, through research and collection of paper documents as well as interviews with employees to gather and translate their tacit knowledgeApply usability guidelines withing documentation and Sharepoint publishing Ensure adherence to Information Mapping standardsContent Management

Toronto, Ontario, Canada

Provide personal investment and credit advice and solutions for high net worth clientsIdentify specific client needs and refer to business partner network, i.e. Business and Commercial Banking, Private Banking, RBC Dominion Securities, etc.Act as Second in Command to Branch Manager Branch Compliance Officer duties, signing off on branch Mutual Funds representative transactions, ensuring compliance is adhered to

Toronto, Ontario, Canada

Provide personal credit and investment solutions for non-managed banking clientsOpen personal chequing and savings accountsIdentify opportunities for referral to Account Manager and other banking representatives

Toronto, Ontario, Canada

Responsible for all teller transactions, including balancing end of day branch cashIdentify and correct all balance discrepanciesOrder and ship cash to central cash operationsLoad branch ATM machines, ensuring sufficient cash for high volume branch locationResponsible for safekeeping of cash and negotiable instruments including: providing partnered dual sign off for cash and negotiable instruments including, storing in branch "securities' location as well as vault, lock-up and check over and following security procedures.Handle large cash and cheque transactions for business clients, including deposits and withdrawals, transfers, bill and credit payments. Identify customer needs and provide product information. Identify opportunities for referral to other representatives for mortgages, investments, etc.

Toronto, Ontario, Canada

Handle cash and cheque transactions for clients, including deposits and withdrawals, transfers, bill and credit payments. Identify customer needs and provide product information. Identify opportunities for referral to other representatives for mortgages, investments, business, etc.

Toronto, Ontario, Canada

Handle cash and cheque transactions for clients, including deposits and withdrawals, transfers, bill and credit payments. Identify customer needs and provide product information. Identify opportunities for referral to other representatives for mortgages, investments, business, etc.

Digital Marketing And Social Media Marketing Certifications, Marketing

Digital Analytics - Candidate, Digital Communication And Media/Multimedia

Technical Writing Certification

Bachelor Of Science - Bs, Kinesiology And Exercise Science

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