Summary
Overview
Work History
Education
Skills
Timeline
Generic

CHARLES G. TOMOZER

Mission

Summary

Committed to understanding challenges and finding effective solutions, I approach every assignment and situation with dedication, hard work, and a constant eagerness to learn. Driven to consistently contribute towards achieving team objectives and goals set for me.

Overview

9
9
years of professional experience

Work History

Personal Banker / Stand-in Manager of Customer Experience

TD Canada Trust
11.2022 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.

Manager, Mobile Mortgage Specialist

TD Canada Trust
01.2021 - 11.2022


  • Building strong relationships without oversight to gain business opportunities
  • Building a network of realtors having an entrepreneurial mindset
  • Dealing with customer concerns Independently and finding resolutions
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Developed and maintained relationships with customers through account development.

Master Product Specialist & Sales Trainer

Maple Ridge Volkswagen
01.2016 - 01.2021
  • Sales techniques / Commission based work ethic
  • Supported sales representatives during client meetings by providing expert knowledge on specific features or functionalities of the given product line.
  • Boosted customer retention by providing exceptional product support and addressing customer concerns.
  • Spearheaded successful product launches, generating widespread brand awareness and interest from potential customers.

Education

Certificate of Financial Services Advice - Financial Planning

CSI
03-2024

Certificate - Financial Services Advice, Financial Planning 1, Personal Financial Services Advice

IFIC
06-2022

High School Diploma -

Archbishop Carney
01.2013

Skills

  • Management Experience
  • Customer Service Experience
  • Opportunity identification
  • Problem Solving
  • Cross-selling products
  • Sales expertise
  • Building Computers
  • Relationship building and management
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Relationship building

Timeline

Personal Banker / Stand-in Manager of Customer Experience

TD Canada Trust
11.2022 - Current

Manager, Mobile Mortgage Specialist

TD Canada Trust
01.2021 - 11.2022

Master Product Specialist & Sales Trainer

Maple Ridge Volkswagen
01.2016 - 01.2021

Certificate of Financial Services Advice - Financial Planning

CSI

Certificate - Financial Services Advice, Financial Planning 1, Personal Financial Services Advice

IFIC

High School Diploma -

Archbishop Carney
CHARLES G. TOMOZER