Janez Brzan
Banking Advisor @RBC
Signup · Get unlimited contacts
WORK HISTORY
Banking Advisor @RBC
Toronto, ON, CA
Customer Acquisition and Relationship Management- Build and maintain strong customer relationships- Identify customer needs and provide personalized financial solutions- Acquire new customers through networking, referrals, and marketing.2. Financial Planning and Advice- Conduct financial needs assessments- Develop and present tailored financial plans- Offer investment, credit, and deposit products.3. Sales and Business Development- Meet and exceed sales targets- Cross-sell and upsell banking products- Collaborate with internal partners (e.g, wealth management, insurance).4. Risk Management and Compliance- Ensure adherence to regulatory requirements- Manage and mitigate credit risk- Maintain high levels of customer satisfaction.5. Product Knowledge and Training- Stay up-to-date on banking products and services- Participate in training processes.
EDUCATION
The Open University
Advanced Diploma in Education (Adv Dip Ed)
The Open University
Certificate in Humanities
The Open University
Master of Arts in Education (MA)
ABOUT JANEZ BRZAN
Product and Project Manager with more than 15 years of solid Marketing and Sales experience who is committed to maximizing company potential through delivering profitable solutions and maintaining a strong corporate brand. Skilled in supervision, coaching, and conflict resolution to drive success. Posses vast experience in product, project, and people management. Committed to delivering exceptional results by fostering a customer-centric approach and leading high-performing teams. Skilled in identifying key KPIs and metrics, design and build enterprise-wide reporting, and present to management on a regular cadence. Have ability to analyze data and draw out insights towards business recommendations. Innovative thinker detailed and process oriented, and a team player. Highly successful in demonstrating leadership and motivation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.