Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
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BLADE DODGE

Toronto,ON

Summary

  • Eager young professional who has a passion for improving the quality of life for clients and peers and has succeeded in retail banking roles. Consistently looking to learn new skills and develop professional career while building long lasting relationships.
  • Persuasive and tenacious sales partner with a proven track record for developing trust and optimism in clients, pushing peers to be great, influencing and negotiating through complex situations, combining action with thoughtful planning while promoting a collaborative work environment.
  • Recognized as a resourceful, innovative, impactful team player who strives on consistency and work ethic to become great.

Overview

6
6
years of professional experience

Work History

Personal Banker

TD Bank
02.2025 - 06.2025
  • Processed $1.5M in mortgages and home equity lines of credit including complex deals such as high net worth and debt consolidating
  • Referred $1.6M in financial planning and $1M in private wealth to improve client banking experience with respect to day to day banking and estates
  • Closed $350k in mutual funds and $1.7M in GICs by identifying investment opportunities for clients while building long term and short term plans
  • Transitioned $1.2M in volume to direct investing from both retail banking at TD and other financial institutions
  • Coaching and people development with peers to assist in personal growth at TD


Personal Banking Associate

TD Bank
09.2022 - 02.2025
  • Processed secured & unsecured personal credit deals including lines of credit, loans and credit cards
  • 2022 Q1 Quarterly Spotlight Nominee in the Metro West District
  • Paced at 125% in Fiscal 2024 for day to day goals including account openings, personal credit needs, referrals to personal bankers/ financial planner for investment and RESL opportunities
  • Assisting clients with Estates and Power of Attorney needs
  • Referred $350k in small business credit to assist small businesses with cash flow needs while identifying opportunities

Bank Teller

TD Bank
08.2021 - 09.2022
  • Assisting customers with day to day transactions
  • Referring customers to the sales team of the branch regarding investments, home financing and other lending needs.
  • Secure desk operator: opening and closing the branch while ensuring the branch is balanced

Sales Associate

IKEA
05.2019 - 08.2021
  • Preparing available food products for customers and upselling additional add-ons
  • Managing the IKEA food line to ensure staff was working efficiently
  • Warehouse operations and stock technician
  • Customer service, met customer needs by providing prompt and accurate product information and availability updates

Education

High School Diploma -

Villanova College
06-2020

Bachelor of Business Administration -

Schulich School of Business
03-2026

Investment Funds in Canada (IFIC)

CSI
09.2024

Currently Enrolling To Be A CFA Institute Candidate
06-2030

Skills

  • Creating value through strong relationships that
    allow me to provide coaching for people development, consulting solutions and navigate challenges
  • Preserving value through helping clients and peers
    understand the why
  • Organizational Effectiveness

Accomplishments

  • Influencing and driving change
  • Presenting key information to clients and peers in a form that is understood
  • Ability to listen to and understand peer and client needs which enables effective communication and collaboration with partners
  • Collaborating with business partners across the organization

Timeline

Personal Banker

TD Bank
02.2025 - 06.2025

Personal Banking Associate

TD Bank
09.2022 - 02.2025

Bank Teller

TD Bank
08.2021 - 09.2022

Sales Associate

IKEA
05.2019 - 08.2021

Investment Funds in Canada (IFIC)

CSI

High School Diploma -

Villanova College

Bachelor of Business Administration -

Schulich School of Business

Currently Enrolling To Be A CFA Institute Candidate

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