Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Abhilash Nyati

Abhilash Nyati

Nanaimo,Canada

Summary

Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.

Overview

12
12

Years of professional experience

3
3

Certifications

Work History

Personal Banker

TD Bank Group - TD Canada Trust
Nanaimo, Canada
05.2022 - Current
  • Prepare and review credit applications and supporting documentation to ensure completeness, accuracy, and alignment with lending policies.
  • Leverage advanced knowledge of banking products and services to deliver customized presentations that address unique client needs.
  • Provide exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
  • Collaborate with branch team to meet sales targets by implementing referral strategies that strengthen customer relationships and support branch growth.
  • Training new personal bankers, helping to elevate team performance and service quality.

Customer Service Officer

TD Bank Group - TD Auto Finance
Nanaimo, Canada
04.2021 - Current
  • Field all questions and concerns regarding loans, contracts, payouts, insurance and charges to customers.
  • Trained and motivated team members to strengthen customer service strategies and boost satisfaction levels.
  • Handled fast-paced customer inquiries each day to consistently meet productivity and performance targets.

Floor Supervisor

McDonald's Canada
Nanaimo, Canada
01.2020 - 02.2021
  • Started out as a Late-night Supervisor, mainly managing the drive-thru department activities.
  • Held team meetings to gain feedback, provide updates and set policies.

Cost Analyst

Tapi Paper Industry Pvt. Ltd
05.2016 - 06.2018
  • Company Overview: Tapi Paper Ltd. is a craft paper manufacturing industry who specializes in paper used for multiple layering on the corrugated boxes.
  • Compiled detailed financial statistics and reports regarding expenses, costs and forecasts.
  • Investigated price variances and approved special pricing.
  • Implemented operational changes to promote cost efficiency.
  • Calculated total costs and compared budgets with actual expenses.
  • Tapi Paper Ltd. is a craft paper manufacturing industry who specializes in paper used for multiple layering on the corrugated boxes.

Junior Accountant Intern

Spark Irrigation Pvt. Ltd
09.2013 - 03.2016
  • Company Overview: Spark Irrigation is a manufacturer of underground in-line drip pipes, along with sprinkler sets and HDPE pipes.
  • Developed skills for daily accounting which was beneficial for my academic learnings and simultaneously it assisted with the year-end audit.
  • Provided assistance in preparing monthly financial statements.
  • Analyzed financial documents to verify accounting data and mathematical accuracy.
  • Spark Irrigation is a manufacturer of underground in-line drip pipes, along with sprinkler sets and HDPE pipes.

Education

MBA - Finance Majors

Vancouver Island University
Nanaimo, BC
06.2020

Bachelor of Commerce - Advanced Accounting

North Maharashtra University
Jalgaon, MH
05.2016

Skills

  • Client relationship management
  • Regulatory compliance
  • Team development and coaching
  • Financial analysis
  • Cross-functional collaboration
  • Consumer lending
  • Financial advising
  • Problem solving

Certification

  • Investment Funds in Canada (IFIC), 03/22
  • Personal Financial Services Advise (PFSA), 11/23
  • Financial Planning (FP-1), 03/25

Timeline

Personal Banker

TD Bank Group - TD Canada Trust
05.2022 - Current

Customer Service Officer

TD Bank Group - TD Auto Finance
04.2021 - Current

Floor Supervisor

McDonald's Canada
01.2020 - 02.2021

Cost Analyst

Tapi Paper Industry Pvt. Ltd
05.2016 - 06.2018

Junior Accountant Intern

Spark Irrigation Pvt. Ltd
09.2013 - 03.2016

MBA - Finance Majors

Vancouver Island University

Bachelor of Commerce - Advanced Accounting

North Maharashtra University

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Abhilash Nyati