Abdel Youssef
Mississauga,Canada
Summary
Accomplished Financial professional with industry record of superior service and relationship management. Built rapport with account holders and operate with highest integrity and discretion. Boost revenue through targeted product and service recommendations.
Overview
2
2
years of professional experience
1
1
Certificate
Work History
Personal Banker
TD Bank
11.2024 - Current
- Mutual Fund Investments: Assist clients in selecting appropriate mutual funds based on their financial objectives and risk tolerance, helping them grow and diversify their investment portfolios.
- Real Estate Secured Lending: Lead clients through every step of the mortgage application process, from initial consultations to final approval, ensuring a smooth and informed experience. Provide expert advice on available mortgage options/renewal options.
- Refinances & HELOCs: Provide clients with refinancing opportunities and the benefits of home equity lines of credit (HELOCs), ensuring clients make informed decisions about their financial strategies.
- Regulatory Compliance and Risk Management: Maintained compliance with all regulatory requirements and banking standards by diligently adhering to internal controls and guidelines.
- Client Relationship Management: Develop and maintain long-term relationships with clients by offering ongoing financial advice, addressing inquiries, and ensuring customer satisfaction with TD’s suite of banking products and services.
Customer Experience Associate
TD Bank
01.2023 - Current
- Monitored quality and compliance through regular audits of customer journeys
- Escalated complex issues to higher-level support teams for resolution
- Trained new team members on company policies and procedures
- Helped management improve department and processes with real-time feedback
- Supported sales initiatives by providing product information and demonstrations to potential customers
Personal Banking Associate
TD Bank
01.2023 - 11.2024
- Created customized packages for customers based on financial targets and current capabilities
- Boosted sales of loan products by offering services to new and established customers
- Secured currency and coin with good control systems and day-to-day management
- Managed customers' checking, savings and investment accounts with knowledgeable strategies
- Maintained high level of confidentiality when handling sensitive customer information
- Referred clients to specialists in areas such as investments, mortgages, and business banking services
- Processed loan applications from start to finish, including underwriting and closing procedures
- Accomplished Financial professional with industry record of superior service and relationship management
- Built rapport with account holders and operate with highest integrity and discretion
- Boost revenue through targeted product and service recommendations
Education
Bachelor of Business Administration -
Sheridan College
01.2025
Personal Banking Associate -
University of Wisconsin Milwaukee
01.2023
Skills
- Risk Assessment
- Branch Operations
- Financial Product Knowledge
- Microsoft Office Proficiency
- Relationship management
- Residential mortgage lending regulations
Languages
English
Arabic
Certification
- Investment Funds in Canada (CSI)
- Financial Planning I (CSI)
- Personal Financial Services Advise (CSI)
Timeline
Personal Banker
TD Bank
11.2024 - Current
Customer Experience Associate
TD Bank
01.2023 - Current
Personal Banking Associate
TD Bank
01.2023 - 11.2024
Personal Banking Associate -
University of Wisconsin Milwaukee
Bachelor of Business Administration -
Sheridan College
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