Summary
Overview
Work History
Education
Skills
Languages
Certification
Additional Information
Timeline
Generic

Carleigh Griffiths

Simcoe,ON

Summary

Successful at excelling in fast-paced banking environment while maintaining standards and achieving competitive goals. High level sales and customer service expertise paired with in-depth knowledge of bank products and services. Proficient in compliance, account management, and working in a team atmosphere.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Personal Banker

TD Canada Trust
11.2023 - Current
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Processed credit applications to obtain approvals in accordance with bank policy.
  • Provided support to colleagues and participated in training of new colleagues
  • Completed opening and closing procedures as a senior employee

Personal Banking Associate

TD Canada Trust
07.2021 - 11.2023
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Processed credit applications to obtain approvals in accordance with bank policy.
  • Provided support to colleagues and participated in training of new colleagues
  • Completed opening and closing procedures as a senior employee

Customer Experience Associate

TD Canada Trust
01.2021 - 07.2021
  • Processed financial transactions accurately and according to operational procedures, regulations and compliance.
  • Leading customer interactions and promoting banking solutions in order to achieve goals and objectives.
  • Going beyond customers initial need to provide a high level of personalized customer service


General Manager

The Lancaster Smokehouse
05.2018 - 04.2021
  • Introducing daily, month-to-date and year-to-date tracking of revenue history and labour history versus budget.
  • Reviewing Profit & Loss reports and adjusting business to increase profitability.
  • Running daily shifts, employee orientations, training and development.
  • Guest recovery and retention.
  • Developing and maintaining relationships with local suppliers.

Assistant General Manager

The Stubborn Goat Gastropub
05.2014 - 05.2018
  • Conducting and controlling inventory; including coding invoices, budgeting Cost of Goods, and troubleshooting discrepancies.
  • Completing daily cash procedures and deposits.
  • Introducing and tracking employee programs to encourage upselling or increased sales.
  • Booking and executing onsite group events and restaurant buyouts.

Education

General Psychology

University of Waterloo
Waterloo, ON

Skills

  • Time management
  • Leadership
  • Problem solving and conflict resolution
  • Organization and consistency
  • Communication
  • Customer relationship management

Languages

English

Certification

Investment Funds in Canada Course (IFC)

Personal Financial Services Advice (PFSA)

Financial Planning I (FP I)

Completion of PBA Elevated Program

Additional Information

Acted as TD Canada Trust Simcoe Branch ID8 Ambassador

Acted as TD Canada Trust Simcoe Branch Health & Safety Representative

Nominated for Quarterly Spotlights

Timeline

Personal Banker

TD Canada Trust
11.2023 - Current

Personal Banking Associate

TD Canada Trust
07.2021 - 11.2023

Customer Experience Associate

TD Canada Trust
01.2021 - 07.2021

General Manager

The Lancaster Smokehouse
05.2018 - 04.2021

Assistant General Manager

The Stubborn Goat Gastropub
05.2014 - 05.2018

General Psychology

University of Waterloo

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Carleigh Griffiths