Brandon Narine
Personal Banking Associate
Guelph,ON
Summary
Highly motivated Financial Service Representative educating clients on investment strategies, retirement planning and financial planning. Highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Meridian Credit Union
Guelph, ON
05.2023 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
Personal Banking Associate
TD Canada Trust
Guelph, ON
10.2021 - 04.2023
- Worked directly with clients in regard to any personal banking need.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Evaluated client financial positions and identified most appropriate banking products.
Customer Experience Associate
TD Canada Trust
Milton, ON
04.2021 - 10.2021
- Engaged in cross-selling and up-selling activities to enhance customers' experiences and generate revenue.
- Investigated customer complaints and escalated issues to address critical requests.
- Recommended products to customers, thoroughly explaining details.
Education
B.Comm - Management Economics And Finance
University of Guelph
Guelph, ONCurrent
Certification
Canadian Securities Course (CSC)
Timeline
Financial Services Representative
Meridian Credit Union
05.2023 - Current
Personal Banking Associate
TD Canada Trust
10.2021 - 04.2023
Customer Experience Associate
TD Canada Trust
04.2021 - 10.2021
B.Comm - Management Economics And Finance
University of Guelph
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