BROOKE CALDWELL
Welland,Canada
Summary
Experienced banking professional with over 20 years of experience at TD Canada Trust providing exceptional customer service and personalized banking solutions. Skilled in personal and estate account administration, lending, legal documentation, client relationships, and regulatory compliance. Organized, detail-oriented, and committed to providing a positive client experience.
Overview
37
37
years of professional experience
Work History
Personal Banking Associate
TD Canada Trust
Port Colborne, Canada
04.2004 - Current
- Assisted customers with everyday banking needs, delivering personalized financial solutions to enhance customer satisfaction.
- Resolved customer concerns with professionalism and efficiency, ensuring positive customer experiences.
- Educate customers on digital banking services and self-service tools.
- Process lending applications and supporting documentation.
- Prepare, review, and verify legal and financial documents for accuracy and completeness.
- Maintain accurate and confidential client records while ensuring compliance with bank policies and regulations.
- Answered incoming calls and managed appointment scheduling, directing inquiries to appropriate team members to streamline operations.
- Assist clients with estate administration and power of attorney documentation.
Administrative Manager
Commisso Properties Inc.
Port Colborne, Canada
06.1989 - 09.2003
- Oversaw administrative operations for three commercial properties, ensuring smooth functionality and tenant satisfaction.
- Organized and updated tenant files, leases, and financial records, facilitating efficient information retrieval.
- Managed maintenance requests and organized contractor schedules efficiently.
- Coordinated maintenance requests and contractor schedules, improving response times to tenant needs.
- Created and maintained office documentation and correspondence to support operations.
Education
Medical Reception/Receptionist Diploma -
Mohawk College
Hamilton, OntarioSkills
- Bank account management
- Client relationship management
- Lending documentation
- Financial Document Review
- Client Consultation
- Regulatory Compliance
- Digital Banking Platforms
- Banking Systems
- Records Management
- Data Entry
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
- Confidentiality
- Conflict resolution
- Team collaboration
- Problem solving
- Time management
Timeline
Personal Banking Associate
TD Canada Trust
04.2004 - Current
Administrative Manager
Commisso Properties Inc.
06.1989 - 09.2003
Medical Reception/Receptionist Diploma -
Mohawk College