Lynda R Morris

Experience

• 

  RBC

  Feb 1997 - Aug 2009

  - Integral member of RBC Enterprise Wide Digital Transformation project, converting conventional paper-based policy and procedure folios into a newly created online A-Z topical index content management library- Technical writing specialist applying Information Mapping to draft new and updating of outdated Branch Procedures- Collaborate for review and approval of procedures utilizing SharePoint (vetting and publishing)- Function as liaison between Subject Matter Expert, Project Team Members, Policy and Product Owners Show less - Provide personal investment and credit advice and solutions for high net worth clients while identifying specific client needs and referring to the specialized business partner network, i.e., Business and Commercial Banking, Private Banking, RBC Dominion Securities, etc. - Act as Second in Command to Branch Manager performing Branch Compliance Officer duties: responsible for all branch Mutual Funds representative transactions, ensuring adherence to compliance and providing report sign off duties upon transaction inspection- Responsible for a credit card expense account for Client Appreciation activities Show less - Responsible for all teller transactions, including balancing end of day branch cash- Identify and correct all balance discrepancies- Order and ship cash to central cash operations- Load branch ATM machines, ensuring sufficient cash for high volume branch location- Responsible 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.- Recognized for consistent weekly referrals to personal banker Show less

  • Procedural Analyst

    Sept 2005 - Aug 2009

  • Account Manager / Branch Compliance Officer / Officer-In-Charge

    Feb 2001 - Sept 2005

  • Personal Banker

    Jun 1999 - Feb 2001

  • Head Teller

    Feb 1998 - Jun 1999

  • Teller

    Feb 1997 - Feb 1998
• 

  RBC

  Apr 2010 - Nov 2020

  - Provide personal financial advice and credit solutions, meeting compliance requirements - Decision credit applications, escalating to second level adjudication as needed- Refer to other specialist partners as needed for clients needs based support - Provide small business financial advice and credit solutions, ensuring compliance met- Ensure accurate and complete credit applications for escalation to credit adjudication- Referral point for RBC business partners including Commercial Banking and mobile RBC Mortgage Specialists and Investment and Retirement Planners

  • Credit Advisor

    Oct 2013 - Nov 2020

  • Business Advisor

    Apr 2010 - Oct 2013
• 

  EchoMediaConnect

  Dec 2022 - May 2023

  Vice President

  Function as assistant to CEO for lead generation and content creation utilizing Canva, social media management (Twitter/X + LinkedIn) and digital marketing strategy

• 

  RBC

  May 2023 - Feb 2024

  Banking Advisor

  - Provide personal financial advice solutions and problem resolutions related to everyday banking needs: accounts and service packages, client cards, credit cards and related products- Assist Team Manager in coaching and development of my peers to achieve excellence

• 

  RBC Dominion Securities

  Feb 2024 - now

  Business Development Lead

  - Market and sell Investment Advisor's value through prospecting, networking, social media and thought leadership efforts- Responsible for proactively pursuing and prospecting new business opportunities- Plan and organize financial education seminars, webinars and other business events- Tracking client and prospect data, generating reports and analysis of data using Salesforce