Linda Roach
Banking Advisor
Hire this person
Send a job offer directly to this candidate
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)
