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Rosealexandra Cator

Rosealexandra Cator

Digital upskilled banking advisor

Talent
Waterloo, OntarioMember since June 18, 2026
Customer ManagementSales ManagementLead ConversionData EntrySalesforceMobile and Online BankingAI-driven ToolsSchedulingRecords ManagementCalendar ManagementEvent PlanningActive ListeningClear CommunicationAssist in Records Management serviceProvide Executive & Administrative SupportCustomer Relations & Communications- Scheduling & Calendar ManagementMeeting & Event PlanningSpreadsheets & Data Entry
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Customer ManagementSales ManagementLead ConversionData EntrySalesforce

About

Digital upskilled banking advisor with sales management experience building and coaching an eight-person team to meet revenue targets and improve lead conversion. Brings strong customer management and conflict-resolution skills, reducing complaints through clear communication and active listening. Past administrative roles provide accurate records, scheduling, and student-client support for seamless service delivery.

Experience

Upskilled Digital Banking Advisor - RBC - Calgary, Alberta A Digital Upskilling Banking Advisor blends financial expertise with technical proficiency. They guide clients through modern mobile and online banking, and use AI-driven tools to analyze portfolios. Major Canadian banks actively look for these tech-savvy professionals to optimize the customer experience.

  • Reviewed client transaction logs to identify fraud patterns and updated alert rules in the banking platform.
  • Led hands-on workshops teaching online bill pay and mobile check deposit to 40+ customers weekly.
  • Coached customers through account security settings, reducing password-reset calls to the help desk.
  • Built step-by-step cheat sheets for advisors on remote advisory tools, shortening call resolution times.
  • Resolved complex customer complaints about digital transactions by liaising with payments team and documenting fixes.
  • Trained branch advisors on new digital onboarding flow using Salesforce, cutting customer drop-off during signup.
  • Compiled weekly usage reports from the mobile app analytics dashboard to prioritize feature fixes for product team.

Administrative Assistant - Maple Leave Academy - Calgary, AB

(2021-01 - 2021-07)

  • Answer Telephone call
  • Provide program information to the clients.
  • Greet visitors and clients and help them with the requested information
  • Oversee incoming and outgoing mail.
  • Help students and teachers with the photocopies.
  • Support students and teachers as requested.
  • Receive money for books, photocopying, printing, and other items.
  • Oversee school items and order office supplies.
  • Prepare and update equipment use sign in sheets.
  • Provide support to school events, activities as required.
  • Provide photocopy meter report at semester end.
  • Maintain cleaning supplies
  • Daily mail, receiving, courier, and shipping
  • Maintain photocopier (keep paper and staples stocked, order toner and waste bottle)
  • Assist administration as required

Program Assistant - Maple Leave Academy - Calgary, AB

  • Prepare Classroom schedules as directed by LINC Coordinator
  • Display classroom schedules in the classroom doors with enough copies for each student
  • Receive and welcome students
  • Distribute Student Handbook
  • Prepare & maintain student files and reports
  • Take pictures for student id's (if students request an id), files, and Schoolsense
  • Create class schedules in MLA SchoolSense database
  • Enter all the registered students into the database.

iCare Entry Clerk - Maple Leave Academy - Calgary, AB

  • iCare data entry
  • Enter all necessary information into iCare as they require
  • Enter all new client data
  • Enter exiting client data each week
  • Record accurate student attendance
  • Monthly attendance report within 5 business days of month end
  • Keep up to date with iCare requirements and regulations
  • Keep up to date with training for iCare and ensure all data is correct
  • Ensure classes are input into iCare
  • Ensure Client numbers in iCare are accurate
  • Communicate concerns to management, administration, and if necessary IRCC.

Registrar - Maple Leave Academy - Calgary, AB

  • Ilvarc - maintain continuous and open communication with counsellors
  • Provide updated class lists to teachers and LINC coordinator as required.
  • Collect, handle students' and teachers' concerns and report to LINC coordinator.
  • Handle student transfer requests between teachers and LINC coordinator.
  • Close and update students' file at the end of semester end.
  • Prepare and collect registration information for next semester.

Production Staff - Dynamic furniture Corp - Calgary, AB

(2020 - 2021)

  • Furniture pre-assembly
  • Final assembly-production-panel and processing
  • Cleaner-helper, hardware packer-touch up
  • Quality assembly and control spray paint

Waitress - Karibu Grill and Lounge - Calgary, AB

(2019 - 2020)

  • Escort customers to their tables and ensures they are settled comfortably
  • Present the menu to customers, answers query and makes suggestions if necessary
  • Ensure that customers are enjoying their meals or that they do not have any problem with their food
  • Prepare and tidies up the tables or counters; makes sure there are enough salt, sugar, pepper, cream, other condiments, and napkins in every table or counter.
  • Performs other duties like brewing coffee and preparation of salads and appetizers
  • Ensure that there are adequate supplies of food, tableware, linens, and beverages
  • Offer wine selections, put this in the proper wine glass, and pour the wine for customers
  • Stay alert for customer's requests and be prompted to address them
  • Perform other tasks assigned by supervisor or manager from time to time.

Sales Manager - KapVoom - Petion-Ville, Haiti

(2017 - 2018)

  • Build a successful team to meet company revenue targets through the activities of their sales representatives.
  • Mentored, trained and motivated sales reps to improve their performance
  • Collaborated with the marketing department to generate new leads

Secretary - Institut National des Filles - Petion-Ville, Haiti

(2015 - 2017)

Marketing Analyst - PSI Haiti - Petion-Ville, Haiti

(2012 - 2015)

  • Aligned corporate marketing plans with branding and strategic objectives with Senior Management.
  • Managed professional relationships with clients at several Corporate Organizations.
  • Enhanced Sales Rep presentations and provided support during customer meetings
  • Interacted with key customers to ensure product satisfaction, feedback and client adoption.
  • Planned and executed marketing activities and events to increase brand awareness.
  • Coordinated with Marketing staff to manage relationships with partners, clients, affiliates and media contacts.

Education

LINC English Learning Language - Bow Valley College (2020-09 - 2022-08)

Certificate - Basic Accounting - The Immigrant Education Society (2020-05)

Leadership and Future Endeavors Course - CANAF – LYFE Program (2020-03)

Management in Marketing and Public Relations - CEDI (2015 - 2018)

Business Accounting - University Julien CRAAN (2013 - 2015)

Skills

Digital upskilled banking advisor

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