Roman Kiefer Email & Phone Number

Vancouver, BC, CA

Vancouver

Spearheaded large-scale regional employee onboarding initiatives and drove change management efforts for transformative projects.Provided strategic guidance in enhancing market performance, utilizing data-driven insights to identify sales & availability trends and devise strategies for branch performance improvement.Conducted leadership and advisor-level.

UBC

Led a multi-branch team to achieve consistent high performance in customer loyalty, acquisition & retention by fostering a culture of customer-centricity and tailoring financial services to client needs.Pioneered the first BC pilot of a new digital-only branch location, enabling teams to provide exceptional advice and service, leveraging client facing.

Successfully led a high-performing branch team, exceeding sales targets and fostering a culture of excellence in customer service and a personal focus on observational coaching and practice management routines.Successfully cultivated deep relationships with diverse partners on campus at UBC and beyond, to strengthen collaboration efforts and expand.

Vancouver

Coached and developed team members to enhance their skills and ensure consistent high-performance levels through regular meetings with team members to set goals and offer feedback.Managed branch operations efficiently, ensuring smooth workflow and optimal resource allocation.Provided exceptional client advice and experiences, fostering a culture of.

Vancouver, Canada Area

Lead a team of Credit Advisors to execute RBC vision and values with excellence. Provide professional development that offers value to customers and shareholders by ensuring my team has the capabilities needed to deliver a high level of customer satisfaction while deepening client relationships. Recruit, hire and train employees to achieve goals through.

Winnipeg, Canada Area

Provide day to day support and coaching for complex credit deal structuring, client escalations, and credit adjudication. Collaborate in the implementation of business strategy, procedural change, and product launches. Experience communicating with agents and clients through all electronic channels: telephone, email, live chat, remote office and social.

Winnipeg, Canada Area

Discover client needs and recommend customized credit solutions leveraging full suite of RBC personal financing products and home equity lending. Analyze credit reports and interview clients to analyze cash flow, net worth, and other risk factors to adjudicate loan applications, ensuring a profitable and balanced risk tone.

Co founder and CEO of Crowd Ctrl Clothing Inc.

Winnipeg, Canada Area

Collaborate with the director of Marketing to manage the film festivals Facebook and Twitter accounts, develop social media strategy, and promote films and events sponsored by Reel Pride and it's community partners. Participate in strategy meetings, review, rate and select films. Recruit and coordinate RBC volunteers during the premiere nights.

Toronto, On

Manage work flow in a high volume operations department. Process secured loan and mortgage payouts, discharges, balance general ledgers and identify/correct accounting irregularities. Liaise with law offices regarding complex investigations relating to the release of securities. Designed and implemented an automation solution to remove repetitive manual.

Winnipeg, Canada Area

Day to day banking advice and transaction assistance including bill payments, statement inquiries, foreign exchange, fees, and bank policies. Articulate policy and key product benefits of wide array of RBC products and connect clients to professionals to assist with deepening client relationships. Promote the use of electronic channels including, automated.