Cheryl Sullivan
Lachine,QC
Overview
28
28
years of professional experience
Work History
Teller supervisor
TD Canada Trust
06.1987 - 05.1992
- Supervised a staff of full time and part time tellers
- Including training, mentoring and coaching the staff on an ongoing basis
- As well as keeping strict controls in every day compliance and security
Manager Customer Service
TD Canada Trust
11.1992 - 06.2001
- Trained new team members on applying due diligence procedures and regulatory mandates
- Trained and directed new hires during department orientation
- Audited financial securities held as collateral on a quarterly basis
- Responsible for marketing and management of individual branches on an ongoing basis
- Responsible for client complaints, both managing and rectifying to stop further escalation
- Act as manager of branch during absences
Financial Advisor
TD Canada Trust
06.2001 - 11.2015
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs
- Answered clients' questions about the purposes and details of financial plans and strategies
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
- Recommended loan approvals and denials based on customer loan application reviews
- Adhered to all federal and provincial regulations concerning mortgages
- Maintained friendly and professional client interactions at all times
Timeline
Financial Advisor
TD Canada Trust
06.2001 - 11.2015
Manager Customer Service
TD Canada Trust
11.1992 - 06.2001
Teller supervisor
TD Canada Trust
06.1987 - 05.1992
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