Robert Abbott Email & Phone Number

Mortgages, loans, home equity lines, RBC mutual funds and investment vehiclesDeveloped a comprehensive client service approach focusing on the needs of the client which resulted in quarterly client satisfaction ratings of 10/10 on a “likelihood to recommend” RBC to friends and familyInitiated an active client engagement process which resulted in a 30% increase in the number of products per client soldDesigned client presentations by integrating RBC financial tools and calculators, resulting in a positive client experience and a consistent utilization over 20% of mandated target

Loans, mortgages and investments processes and procedures Subject matter expert in loans, mortgages and investments providing guidance and advice to lawyers, personal bankers, administration and clients directly within a call center environmentInvestigated and resolved internal and external queries from lawyers, clients and personal bankersAssisted in the adjudication and closing of loans and mortgages

Stocks, bonds, mutual funds and optionsProvided virtual real-time professional trading services to clientsRetail, Sales & Management May 95’ – December 99’Various retail, marketing and managerial positions Experience managing other employees in a fast paced retail environment

Bachelor Of Commerce, Marketing

Education record