Lindsay Berard
Willow Bunch
Summary
Dynamic client advisor with expertise in consultative selling and client retention strategies, honed at Royal Bank of Canada. Proven track record in enhancing client satisfaction through tailored solutions and effective cross-selling techniques. Skilled in business development and customer consultations. Collaborative team player with a focus on seamless service delivery.
Overview
3
3
years of professional experience
Work History
Client Advisor
Royal Bank of Canada, RBC
Assiniboia, SK
12.2024 - 12.2025
- Assisted clients in identifying needs and providing tailored product recommendations.
- Supported team in managing client inquiries and resolving issues efficiently.
- Learned company systems for tracking client interactions and maintaining records.
- Collaborated with colleagues to ensure seamless service delivery to clients.
- Participated in team meetings to discuss strategies for improving client satisfaction.
Customer Service Representative
Willow Bunch Golf Course
Willow Bunch, SK
05.2023 - 07.2025
- Processed reservations and managed tee time scheduling using point-of-sale system.
- Maintained knowledge of course services and promotions to enhance customer experience.
- Collaborated with team members to ensure smooth daily operations during peak hours.
- Maintained a clean and organized work station to meet health and safety standards.
Education
Government of Saskatchewan
Regina, SKBusiness Management
Lethbridge College
Lethbridge05-2005
Skills
- Client interaction
- Cross-selling techniques
- Client retention strategies
- Consultative selling
- Money handling
- Product promotion
- Business development
- New account setup
- Customer consultations
- Referral coordination
Languages
English
Timeline
Client Advisor
Royal Bank of Canada, RBC
12.2024 - 12.2025
Customer Service Representative
Willow Bunch Golf Course
05.2023 - 07.2025
Government of Saskatchewan
Business Management
Lethbridge College