Brian Thomas
@brianthomas1
Customer-focused banking advisor with a commitment to client success.
CanadaWhat I'm looking for
As a dedicated banking advisor with extensive experience in customer service, I have honed my skills in maintaining operations for both personal and commercial banking. My role at the Royal Bank of Canada has allowed me to develop tailored client-focused packages that prioritize customer satisfaction and foster long-lasting relationships. I thrive in dynamic environments, converting leads into sales through various channels, including telephone, digital, and face-to-face interactions.
Throughout my career, I have consistently exceeded performance metrics and KPIs, demonstrating my commitment to excellence. My proficiency in CRM software and various banking tools has enabled me to troubleshoot issues effectively and guide clients through their online banking experiences. I believe in the power of teamwork and actively contribute to a positive workplace culture by sharing best practices and solutions with my colleagues.
Experience
Work history, roles, and key accomplishments
Sr. Banking Advisor, Advice Centre
Royal Bank of Canada
Jun 2023 - Present (2 years 2 months)
Maintained operations and maintenance of Personal and Commercial Credit Cards for small to large scale businesses, as well as Personal and Private Banking in various regions of Canada. Converted leads into sales through various channels including telephone, digital, and face-to-face interactions.
Banking Advisor, Advice Centre
Royal Bank of Canada
Jul 2022 - Present (3 years 1 month)
Serviced clients through inbound calls, outbound calls, and emails for everyday banking and online banking tasks. Demonstrated understanding and use of CRM software, Softphones & Genesys, Email systems, and Microsoft suite to deliver exceptional service.
Customer Sales & Services
Concentrix
Jul 2021 - Present (4 years 1 month)
Exceeded expected performance amongst peers within a FANG company on a monthly basis. Utilized strong product knowledge and proficient use of CRM and various tools to engage with clients and customers, contributing to outstanding performance.
Education
Degrees, certifications, and relevant coursework
C.W. Jefferys Collegiate Institute
High School Diploma, General Studies
2009 - 2013
Completed secondary education, focusing on a comprehensive curriculum to prepare for future academic and professional pursuits. Developed foundational skills in various subjects, fostering critical thinking and problem-solving abilities.
Availability
Location
CanadaAuthorized to work in
Job categories
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