Summary
Overview
Work History
Education
Skills
Timeline
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Arthmi Karan

Toronto,ON

Summary

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach. Detail-oriented team player with strong organizational skills.

Overview

5
5
years of professional experience

Work History

Manager, Customer Experience

TD Bank
10.2023 - Current
  • Increased team productivity by implementing streamlined processes and effective communication strategies. Resulting in branch pacing in first place for referrals sent and closed with sale. Recognized within district as number one team 4 consecutive weeks.
  • Reduced operational risks through regular training and adherence Cash Control processes resulting in 100% score for video monitoring.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Collaborated with sales team to ensure seamless handoffs, resulting in all team members pacing and/or exceeding targets. Overall team pace Quarter to Date of 102% for sales and 100% for customer survey results.
  • Established performance metrics to evaluate team success, driving continuous improvement in service delivery.
  • Coordinated with internal teams to provide prompt support and address client needs efficiently.

HR Coordinator/ Contact Centre Rep

TD Bank
07.2022 - 10.2023
  • Served as primary point of contact for employee benefits inquiries, resolving issues promptly and accurately. While understanding and identifying when to escalate cases to Manulife and LifeWorks
  • Streamlined HR processes for increased efficiency and reduced administrative workload.
  • Improved employee satisfaction with timely resolution of payroll inquiries and concerns, fostering a positive work environment.
  • Assisted mentees in setting achievable goals and creating realistic action plans for personal and professional growth.
  • Offered constructive feedback on mentee progress, enabling them to refine their skills and enhance their potential.
  • Gathered feedback from employees and teams to identify areas requiring improvement for smoother processes and resolutions.

Financial Advisor

TD Bank
04.2021 - 07.2022
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Outpaced benchmark and colleagues for Real Estate Secure lending at pace of 127%
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.

Personal Banking Associate

TD Bank
01.2019 - 04.2021
  • Outpaced benchmark and colleagues by meeting and exceeding sales targets at 130% by developing and maintaining strong customer relationships, and providing exceptional service and advice.
  • Consistently recognized and rewarded for being a top performer and strong team player.
  • Mentored colleagues to develop existing talent by creating buddy system.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Processed customer applications and approved loans in accordance with bank policy.
  • Opened, closed, and updated accounts for customers.

Education

No Degree - Fashion Techniques And Design

George Brown College
Toronto, ON

IFIC Licensed - Investment Funds Course

Canadian Securities Institute
03.2021

Skills

  • Problem Solving and Conflict Resolution
  • Strategic Planning
  • Client Relations
  • Sales proficiency
  • Staff mentoring & leadership
  • Pipeline Development
  • Strategic communications
  • Customer Account Management
  • Human Resources Management
  • Business Administration

Timeline

Manager, Customer Experience

TD Bank
10.2023 - Current

HR Coordinator/ Contact Centre Rep

TD Bank
07.2022 - 10.2023

Financial Advisor

TD Bank
04.2021 - 07.2022

Personal Banking Associate

TD Bank
01.2019 - 04.2021

No Degree - Fashion Techniques And Design

George Brown College

IFIC Licensed - Investment Funds Course

Canadian Securities Institute

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Arthmi Karan