Joely Santana Herrera has over 10 years of experience in the banking and financial services industry. She has a proven track record of providing excellent customer service, assessing client needs, and making effective recommendations. She is highly motivated, with strong communication and problem-solving skills. She is fluent in English and Spanish.

1. JOELY SANTANA HERRERA
811 Othello Court Mississauga, Ontario L5W 1H2 (647)962-0133
joelysantanah@hotmail.com
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Skills
• Highly energetic, organized and able to prioritize workload effectively to accomplish multiple
tasks, meet deadlines and complete projects while maintaining a high quality of work
• Diverse experience working with the public and interacting with individuals at all levels
• Highly motivated and goal oriented
• Excellent communication and interpersonal skills
• Able to function well independently and in a team environment
• Ability to handle matters and work under pressure with tact and diplomacy
• Effective delivery of information in an accurate and timely manner
• Strong ability to listen, anticipate and assess customer needs and build customer rapport.
• Well-developed learning, research, analytical and time-management skills with problem-
solving proficiency
• Leadership and staff management experience
• Fluency in English and Spanish
• Proficient use of software applications with quick adaptability to new programs. Knowledge
of Windows, Microsoft Outlook, Microsoft Office, Internet research and applications.
• Ability to log, track, update and revise details in a timely manner, while maintaining quality
standards
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Profile
A well presented, industrious and highly personable individual who has extensive in-
depth experience of the entire banking industry. Possessing a huge range of abilities
from providing support and leadership to junior staff right through to being able to
successfully sell the money, credit and products of a bank. Able to gain the trust of
customers by interacting with people from all backgrounds. Also having a proven
record of contributing to the profitability of previous employers by generating
income and revenue growth.

2. !
Dec - 2012-Present RBC Senior Banking Advisor
• Provide professional, responsive customer service and assisting clients with their financial needs
• Assess client needs and goals and make effective recommendations
• Resolve problems at first point of contact in a friendly and helpful manner
• Demonstrate effective organizational skills and the ability to work on multiple tasks in a fast
paced environment while following detailed policies and procedures
January - September 2011 Financial Advisor, Sun Life Financial
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• Responsible for handling customer’s investments portfolios while providing the best financial
advice in order to attain excellent growth.
• Generated clientele through consultations and presentation of products offered, including life
and health insurance and savings products.
• Assessed client needs and goals and made effective recommendations.
2007- 2010 Financial Services Representative & Investment Consultant, TD Canada
Trust
• Provided a high level of courteous and efficient service to branch clients.
• Recognized for passing the most wealth business referrals in the region.
• Awarded “Best Customer Service Representative in GTA region” among 200 other
representatives and recognized as top seller for Visa campaign in the district.
• Generated new business through presentation of bank products to customers such as mortgages
Home Equity Lines of Credit, Loans, Visas credit cards overdrafts, new bank accounts.
• Worked as a closing manager and responsible for leading, coaching and motivating staff
• 2003 Completed and obtained High School Diploma at Politecnico Lilian Bayona
• 2003-2006 Business Administration, Universidad del Caribe - Santo Domingo, Dominican Republic
• 2011 Successfully completed the Life Licensing Qualification Program (LLQP)
• 2010 Obtained Investment Funds in Canada (IFC) Diplom
!Education