Rhonda Apata

Key member of a collaborative and versatile branch team. Promoted financial products by maintaining excellent service offering knowledge and expertise. Made investment and credit recommendations to clients while adhering to the bank's risk management.

Advised and guided clients on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supported customer transactions needs based on customer traffic. Identified and reported suspicious patterns of activity suspected to be related to money laundering.

Helped branch improve net promoter score ratings and delivered solutions to meet customer needs. Identified opportunities for booking appointments and ensured all policies and procedures were followed. Replied to clients through phone and email in a timely manner, promoting products to new and existing clients.

Took initiative and inspired the team to generate sales and create lasting customer relationships. Met and often exceeded sales goals. Facilitated the flow of goods from the receiving area to the sales floor, multi-tasking with multiple customers to determine their needs.

Always followed cleaning schedule and sanitation guidelines, assisting in assembling meals for tray service according to therapeutic diets. Helped in basic food preparation and special function catering as delegated. Responsible for safe operation of equipment, including documenting temperatures and appropriate follow-up.

Obtained the Investment Funds in Canada certification from IFSE. This certification demonstrates proficiency in Canadian investment fund regulations and practices.

Completed a program in Business Administration at Grande Prairie Regional College. This education provided foundational knowledge in business principles.

Undertook a Business Administration program with a focus on Finance at NAIT. This course enhanced understanding of financial concepts and practices.