Account Specialist at RBC ROYAL BANK (2023-09 – Present)
- Build trusted client relationships through needs-based conversations, proactive follow-up, and personalized financial guidance.
- Identify client financial needs and recommend appropriate banking, credit, and financial solutions within established policies and client circumstances.
- Review client profiles, account information, and financial needs to identify opportunities for credit and lending conversations and appropriate specialist referrals.
- Explain product features, eligibility, terms, fees, and next steps clearly so clients can make informed financial decisions.
- Manage complex client inquiries and service issues from initial contact through resolution, coordinating with internal partners when specialized support is required.
- Maintain accurate client records and documentation while following privacy, compliance, risk-management, and internal process requirements.
- Support achievement of individual and team sales and service goals through strong discovery, solution matching, relationship building, and follow-through.
- Recognize opportunities to deepen relationships and connect clients with specialized RBC partners for needs outside the immediate banking relationship.
Manager & Marketing Lead at GARRY'S CONVENIENCE STORE (2024-01 – Present)
- Manage day-to-day business operations, customer service, staffing, scheduling, inventory, and vendor coordination.
- Develop and execute marketing initiatives designed to increase customer traffic, sales, and repeat business.
- Build customer relationships and resolve concerns professionally while maintaining high service standards.
- Monitor business performance and adjust priorities based on customer demand, sales activity, and operational needs.
- Coordinate staff responsibilities and maintain an organized, accountable work environment.
Manager & Marketing Coordinator at BUDGET WIRELESS (2021-01 – Present)
- Manage customer relationships and support sales of telecommunications services through needs-based consultations.
- Lead marketing campaigns and client outreach to grow the customer base and strengthen local brand visibility.
- Coordinate day-to-day client communications, follow-ups, service questions, and account-related requests.
- Analyze marketing performance and adjust campaigns to improve customer engagement and business results.
Office Administrator at PANNU BROTHERS TRUCKING LTD. (2020-05 – 2022-08)
- Oversaw daily office operations, maintained employee files, and coordinated schedules and administrative workflows.
- Maintained financial records, performed accurate data entry, and prepared business reports and correspondence.
- Handled calls and inquiries, supported customers and staff, and ensured timely follow-up on administrative matters.
- Supervised support staff and helped maintain efficient, organized office processes.
Office Administrator at ACE TRADES & TECHNICAL INSTITUTE (2020-01 – 2020-09)
- Managed appointments, calls, email correspondence, documents, presentations, filing systems, and office records.
- Coordinated office supplies and maintained organized administrative documentation.
Office Assistant / Dispatcher at GUILDFORD CAB (2016-10 – 2020-01)
- Coordinated dispatch operations for a fleet of 60+ vehicles per shift, including scheduling and staff coordination.
- Managed major accounts, maintained accurate records, and resolved customer concerns efficiently.
Customer Care Representative at TRUE NORTH MANAGEMENT (2018-12 – 2020-01)
- Handled customer inquiries by phone and email, maintained accurate records, and supported high service standards.
