Skip to main content

Linda Roach

Banking Advisor

Talent
Moncton, NB E1C9Z1Member since October 14, 2026
Friendly, positive attitudeExcellent communication skillsExceptional customer serviceArts in Music/VoiceStrong sense of banking ethicsFlexibleSales expertise
·

Hire this person

Send a job offer directly to this candidate

Friendly, positive attitudeExcellent communication skillsExceptional customer serviceArts in Music/VoiceStrong sense of banking ethics

About

Known for having outstanding work ethic, punctual, and dedicated. Over 20 years experience in personal banking Self-motivated banking professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Consistently positive and friendly committed to reaching business goals.

Experience

Banking Advisor - Royal Bank of Canada - Moncton, NB

(1999-06 - 2020-12)

  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Consistently exceeded targets and met metrics (compliance, sales effectiveness ratio, and call handling time.)

Medical Receptionist - Dr. James Crowley - Moncton, NB

(1992-01 - 1999-06)

  • Set up appointments for physician visits and procedures.
  • Scheduled and confirmed patient appointments for diagnostic, surgical and consultation.
  • Greeted callers with enthusiasm, answering all phone calls in a friendliness manner.
  • Handled all office and medical supply ordering.
  • Processed Medicare billing for physician.

Medical Receptionist - Dr Francis MacDonald - Moncton, NB

(1987-08 - 1989-06)

  • Booked appointments for new referrals.
  • Ordered all office and medical supplies.
  • Booked bloodwork, ultrasounds, procedures and surgeries.
  • Transcribed dictation and mailed to physicians.
  • Delivered specimens to the laboratory.
  • Medicare Billing and reconciliation.

Education

Bachelor of Arts - Music/Voice - Canadian Nazarene College (1978-06)

High School Diploma - Harrison Trimble High School (1976-06)

Skills

Banking Advisor

Reviews