Danielle Oushal
2688 Rydal Ave Cumberland,BC
Summary
Self driven professional with experience working with a diverse clientele within a fast paced environment. Thorough understanding of branch banking and policies.
Overview
16
16
years of professional experience
Work History
Personal Banker
TD Canada Trust
Courtenay, BC
06.2016 - Current
- Hired on as Bank Teller to gain basic understanding of the company, protocols and industry as a whole.
- Promoted to Personal Banking Associate in 2017 and then again in 2018 to Personal Banker.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on the needs of each client.
- Go through complex screening process with clients to determine lending eligibility
- Engage in difficult conversations regarding portfolio performance, cash flow needs and credit worthiness
- Guide clients with home financing needs as well as unsecured lending such as: consolidation loans, credit cards and lines of credit.
- Open business accounts and facilitate business lending.
- Assist with estate planning and disbursements.
- Exceed sales targets by employing consultative sales tactics and superior customer care.
Hair Stylist
Extreme Ends, Black 2 Blonde and Canvas Hair Salon
BC
10.2009 - 06.2018
- Delivered exceptional hair cutting and coloring services, ensuring client satisfaction and repeat business.
- Mentored junior stylists, fostering skill development and promoting best practices in hairstyling techniques.
- Collaborated with team members to implement new trends and styles, enhancing service offerings and client experiences.
- Utilized advanced tools and techniques to create customized hairstyles that aligned with client preferences and industry trends.
Education
Canadian Securities Course -
Canadian Securities Institute
08.2022
Investment Funds In Canada (IFC) -
Canadian Securities Institute
07.2018
High School Diploma -
Father Lacombe High School
Calgary, AB06.2005
Skills
- Attentive listening
- Critical thinking
- Ability to make decisions
- Caring, understanding and empathetic
- Writing and verbal communication
- Complex financial knowledge
- Goal oriented
Timeline
Personal Banker
TD Canada Trust
06.2016 - Current
Hair Stylist
Extreme Ends, Black 2 Blonde and Canvas Hair Salon
10.2009 - 06.2018
Canadian Securities Course -
Canadian Securities Institute
Investment Funds In Canada (IFC) -
Canadian Securities Institute
High School Diploma -
Father Lacombe High School