Abdul Rehman Chaudhry
Brantford
Summary
Dynamic Personal Banker with TD Canada Trust, skilled in providing financial advice and client relationship management. Proven track record of enhancing customer satisfaction and loyalty, achieving 100% satisfaction rates. Adept at problem-solving and compliance, I excel in crafting tailored financial strategies that drive business growth and meet client needs effectively.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
Brantford
11.2024 - Current
- Cultivated client relationships, enhancing loyalty and trust.
- Maintained up-to-date knowledge of financial products and market trends.
- Assessed client needs to create and achieve short- and long-term financial goals.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Crafted tailored financial plans and strategies aligned with clients' individual needs.
Customer Experience Associate
TD Canada Trust
Brantford
09.2019 - Current
- Created and fostered customer relations, leading to 100% customer satisfaction indicated by customer surveys
- Addressed customer inquiries with effective communication and problem-solving skills, ensuring timely resolutions.
- Provided expert assistance to customers navigating banking services and products.
- Supported branch growth by consistently meeting and exceeding sales and advice quotas set by management.
- Enhanced branch risk management by integrating compliance controls and processes into daily operations.
Personal Banking Associate
TD Canada Trust
Brantford
07.2022 - 11.2024
- Educated customers on available banking products and services, enhancing their financial literacy.
- Cross-sold additional products and services to existing customers based on needs assessment, contributing to increased customer engagement.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction and loyalty.
- Conducted regular follow-ups to assess and address client needs, fostering stronger relationships.
- Processed loan applications and conducted preliminary assessments.
Education
Bachelor of Commerce - Candidate For Marketing Management
University of Guelph
Guelph, Ontario06-2021
High School Diploma -
North Park Collegiate Vocational School
Brantford, Ontario11-2014
Skills
- Investment strategies
- Client management
- Risk assessment
- Cross-selling techniques
- Loan processing
- Client engagement strategies
- Problem solving
- Effective communication
- Team collaboration
Volunteer Experience
- Wilfrid Laurier University international student welcome by TD
- Community outreach program for covid-19 relief, 03/20, 09/20
- United Way campaign, 10/20, 12/20
- Soup Kitchen, 12/16, 03/19
References
- OneMax Real Estate Ltd., Jawad Chaudhry, Owner, (905)-928-0211
- King George Esso, Arslan Ali, Manager, (519)-209-2691
- TD Canada Trust, Nancy Wank, Manager Customer Experience, (519)-752-6026 ext. 224
Awards And Activities
- Street Team member, College of Business and Economics Student' Associations, 2015/2016
- Debate Champion, 2015
- Vice-President, U.N. Interact Club, 2013/2014
- Envirothon Ontario Delegate, 2011
Highlight Of Qualifications
- Sales and service oriented with a demonstrated ability to build and maintain lasting customer relationships to boost sales and generate repeat business.
- Effective time management and prioritization skills to meet multiple deadlines.
- Identify sales opportunities and solve problems.
- Work well in both team setting and individual setting.
- Fluent in three different languages: English, Urdu, and Panjabi.
Languages
Urdu
Professional
Hindi
Professional
Punjabi
Professional
Arabic
Limited
Certification
- IFC
- PFSA
Timeline
Personal Banker
TD Canada Trust
11.2024 - Current
Personal Banking Associate
TD Canada Trust
07.2022 - 11.2024
Customer Experience Associate
TD Canada Trust
09.2019 - Current
Bachelor of Commerce - Candidate For Marketing Management
University of Guelph
High School Diploma -
North Park Collegiate Vocational School