With over 5 years in client service and financial services, I am an accomplished Senior Banking Advisor skilled in delivering personalized financial solutions and building lasting client relationships. Proficient in financial planning software, Advanced banking Software, CRM systems, business analytics, and Microsoft Office Suite, I manage portfolios for over 300 high-net-worth individuals weekly, increasing client retention by 25% at RBC Advice Centre. I also shadow new hires, contributing to a 20% growth in client assets, and handle office administration tasks, ensuring efficient operations through schedule clients’ appointments, organize team discussions and record maintenance.Previously, as a Teller at Steinbach Credit Union, I handled transactions, conducted currency exchange, promoted products, and mentored team members, enhancing customer satisfaction and efficiency. At 24-7 Intouch, as a Quality Assurance Analyst, I set the Calanders to set the meetings with advisors, and assessed 15 calls quality and 4 side by side per day, and trained advisors to improve customer interactions.I hold a Human Resource Management Post-degree diploma from the University of Winnipeg, with skills in finance, administration, personnel management, conflict resolution, strategic planning, and organizational behaviour. Recognized as a top performer at RBC with a Q4 award, I consistently exceed performance objectives and foster strong client relationships.With the diverse skill set, and passion for exceeding expectations, I am eager to leverage my expertise in client relations, financial analysis, leadership, operational management, and office administration to make impactful contributions to dynamic organizations.