Andrea Agbareh
Toronto,ON
Summary
Versatile Banking professional successful at identifying customer needs and ensuring legendary service. Results-oriented business development professional with a track record of exceeding objectives and driving business growth using well-honed networking and lead development skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Direct Investment Specialist
TD Wealth
Burlington, ON
01.2020 - Current
- Liaised between account holders and various departments, communicating effectively to maintain customer satisfaction and uphold company protocols.
- Closed over $8 million in new business quarterly
- Oversaw new business development and customer servicing, including proactive calling, lead generation and facilitating complex account opening.
- Recommended relevant products and services to clients to provide them a full service experience and franchise clients across the business.
- Maximized sales through effective client relationship development, resulting in consistent ranking in top the 10% nationwide
Client Service Associate
TD Wealth Private Investment Advice
Oakville, Ontario
12.2018 - 12.2019
- Delivered superior client services, fostering strong rapport, retention and satisfaction.
- Established key procedures for teams preparing documentation, models and presentations.
- Processed securities sales and purchases on behalf of customers and companies.
- Developed standard operating procedures and document workflows for current and future process steps.
- Facilitated account openings and transfers of funds from other financial institutions.
Financial Advisor
TD Bank
St Catharines, Ontario
11.2017 - 12.2018
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to assess and meet short- and long-term financial goals.
- Processed approximately 10 mortgages per quarter.
- Recommended loan approvals and denials based on customer loan application reviews.
- Liaised with other bank partners to ensure clients' financial needs were met.
Financial Services Representative
TD Bank
St. Catharines, Ontario
09.2016 - 11.2017
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Contacted potential clients to pursue sales and gather funds.
- Managed customer calls and responded to inquiries on banking products including checking, savings, loans, and lines of credit.
- Opened personal accounts.
Education
Bachelor of Arts - Economics
Brock University
St. Catharines, ON2015
Skills
- Relationship building and management
- Customer Acquisition
- Business development and planning
- Verbal and written communication
- Product and service sales
- Salesforce CRM application
Certification
- Canadian Securities Course (CSC)
- Personal Financial Services Advice (PFSA)
- Conduct and Practices Handbook Course (CPH)
- Financial Planning I (FP 1)
Timeline
Direct Investment Specialist
TD Wealth
01.2020 - Current
Client Service Associate
TD Wealth Private Investment Advice
12.2018 - 12.2019
Financial Advisor
TD Bank
11.2017 - 12.2018
Financial Services Representative
TD Bank
09.2016 - 11.2017
Bachelor of Arts - Economics
Brock University
- Canadian Securities Course (CSC)
- Personal Financial Services Advice (PFSA)
- Conduct and Practices Handbook Course (CPH)
- Financial Planning I (FP 1)
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