José Tomás López Caballero
Banking Advisor @RBC
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WORK HISTORY
Banking Advisor @RBC
West Kelowna, BC, CA
I help build strong relationships with clients by learning to understand their financial needs and goals alongside providing everyday banking support, including creating new accounts, offering credit products, and digital banking solutions.Support clients with personal lending solutions such as credit cards, lines of credit, and loans under guidance from senior advisorsLearn to identify opportunities to refer clients to RBC specialists (investments, mortgages, insurance) for holistic financial solutions
EDUCATION
The International School Nido de Aguilas
Undergraduate, None
The University of British Columbia
Bachelor's degree, Business Administration and Management, General
The University of Sydney Business School
Bachelor's degree, Economics and Advanced Studies
ABOUT JOSÉ TOMÁS LÓPEZ CABALLERO
Current Client Advisor at RBC in West Kelowna, beginning to transition into Banking Advisor.
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