Resolved customer complaints quickly and professionally.
Supported sales team members to drive growth and development.
Mentored junior team members and managed employee relationships.
Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Executed wire transfers of funds in compliance with banking best practices.
Advised customers on bank products, services and financial planning options.
Provided customers with comprehensive financial advice and solutions to meet their personal banking needs.
Performed daily reconciliation of teller drawer within established limits.
Identified fraudulent activity or suspicious behavior immediately reported it to management.
Verified customers' identification to ensure compliance with laws and regulations.
Handled large volumes of currency quickly and accurately with minimal errors.
Personal Banking Associate
TD CANADA TRUST
Whitby, ON
11.2019 - 09.2021
Obtained credit records from various reporting agencies to open new accounts.
Collaborated with other departments to ensure quality service delivery to customers.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Analyzed customer credit profiles to determine eligibility for various types of loans.
Examined checks for endorsements to verify legality of documents.
Completed all assigned tasks within established deadlines.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Provided customers with information on banking products and services.
Maintained up-to-date knowledge of banking regulations, procedures, and policies.
Credit Advisor
RBC ROYAL BANK OF CANADA
Mississauga, ON
01.2012 - 10.2018
Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
Contacted major credit bureaus to obtain copies of files and discuss specific entries.
Strengthened communication skills through regular interactions with others.
Used critical thinking to break down problems, evaluate solutions and make decisions.
effectively analyzed credit bureaus and financial statements to mitigate risk of lending credit based on fulfilling credit applications.
Recommended products/services and shared information with clients to meet their financial needs and provided superior, responsive execution and delivery of tailored client transactions.
Adhered to compliance routines in carrying out transactions and referred clients to RBC partners as appropriate to meet their financial needs.
Developed and maintained courteous and effective working relationships.
Everyday Banking Specialist
RBC Royal Bank Of Canada
Mississauga, ON
08.2011 - 01.2012
Investigated and resolved account issues by offering applicable options to customers.
Identified customer desires and goals through needs-based sales tactics.
Presented products and services to customers using in-depth knowledge to answer questions.
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Maintained friendly and professional customer interactions.
Educated customers on online banking and mobile banking applications.
Cross-sold credit cards, loans and other bank products.
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)