Ronald Shing
Commercial Banking Advisor @ RBC
About
A highly motivated, results-driven finance professional with over 4 years of experience in the financial services industry, bringing strong financial acumen, analytical rigor, and effective client relationship management skills. Dependable, versatile, curious, and quick learner. Passionate about Financial Markets and Economics. Currently pursuing the CFA Charter with certifications in CSC & CPH.
Canada
Toronto
Banking
Financial Modeling, Macroeconomics, Portfolio Management, Reporting & Analysis, Forecasting, Operations Management, Microsoft Excel, Sponsorship Generation, Business Analysis, Problem Solving, Sales, Event Planning, Presentation Development, Research Skills, Presentation Skills, Business Relationship Management, Planning Budgeting & Forecasting, Trend Analysis, Financial Analysis, Teamwork
Experience
Commercial Banking Advisor
RBC
Toronto, Ontario, Canada
Banking Advisor
RBC
Mississauga, Ontario, Canada
• Provided ongoing mentorship and positive contributions to the team, led to being nominated for the F2025 OneRBC Team Award • Offered tailored advice-based solutions to complex client issues, securing $12.2 million in sales revenue • Managed client relationships with CRM software, achieving an all-time high branch score of 95.5 • Performed credit risk analysis and structured credit applications according to guidelines, obtaining a 100% pass rate
Customer Experience Associate
TD
• Received a 92.5 customer sastifaction rating and exceeded sales goal by 1263.2% in Q3 of 2023, finishing as a top 30 performer in the Metro West District • Top team performer in sales and legendary experience outcomes for fiscal year 2023 • Provide training to team members and recommendations to improve branch operations
Operations Officer lll
TD
• Earned the Great Work Award for strong work ethic and making valuable contributions to the team • Selected as an Employee Ideation (iD8) Challenge Winner (March 2023) for proposing an innovative solution towards an ongoing business problem • Obtained a 100% quality control and compliance score for work accuracy and adherence to guidelines • Investigated and processed 300+ wire transactions in collaboration with internal partners
Customer Experience Associate
TD
• Promoted suitable products and services to clients by identifying opportunities, exceeding fiscal 2022 sales target by 310.5% • Executed financial transactions efficiently with due diligence in high-volume situations while remaining complaint
Education
Ted Rogers School of Management - Toronto Metropolitan University
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