Ravinder Kaur

Experience

• 

  RBC

  Jul 2019 - Nov 2022

  • RBC Royal Bank of Canada, Banking Advisor • Increased customer service index results by receiving 100% in almost every survey by understanding client’s immediate needs and financial goal, and proposing solutions.• Successfully achieved 20 million+ in volume over one year in branch by collaborating with partners and specialists at the right time to discover additional advice and support.• Rated top performer in third quarter by branch for client experience and collaboration with partners in 2022.• Demonstrating leadership and supervision skills in the branch by actively coaching, educating, and mentoring coworkers.• Provided personal and business banking services such as opening new account, completing credit request for credit cards, overdrafts, loans, student lines of credit, personal lines of credit and advice on personal mortgages.• Opening investment accounts and advising clients about registered accounts and term deposits.• Staying informed on all new features and digital applications such as My advisor, new account opening tools and other channels to deliver outstanding client experience. Show less • RBC Royal Bank of Canada, Client Advisor • Demonstrating cash/operations/risk excellence by taking appropriate action to minimize client impact and unit losses, while balancing the client experience.• Developed proficiency in Digital Literacy across multiple channels and successfully became Digital Navigator in second quarter in 2020 by completing required learning and activities. Encouraged client to utilize our digital platforms by enabling and educating them.• Built good relationship with partners and demonstrated flexibility by sharing best practices and helping in branch as required.• Focused on teamwork as One RBC to meet our client's need by introducing them to the right partner at the right time.• Demonstrated ability to grasp new concepts, have attention to detail and thrive in a fast paced and goal-oriented environment. Show less

  • Banking Advisor

    Dec 2020 - Nov 2022

  • Client Advisor

    Jul 2019 - Dec 2020
• 

  RBC

  May 2023 - now

  Financial Advisor