Banking Advisor
Current• Part of sales team at the branch with primary focus on building the book of investments and credit from existing and prospective clients• Made 2400 cold calls in 6 months (155% of the assigned target)• Generated more than 150 client meetings from cold outreach during the above period (122% of the annual target)• Achieved 1.2M in the first year and currently on 2.5M (Quarter 3)• Skilled in account management and relationship building, proactively engaging with clients in branch and delivering an outstanding service experience through completing transactions and identifying opportunities for advice, solutions, digital enablement, and partner introductions• Strong ability to build and maintain relationships with RBC partners to make the most of business opportunities and referrals• Proactively takes ownership of resolving client issues and manages risks by adhering to compliance routines, processes, and controls to protect clients and shareholders interest while completing transactions.
