Summary
Overview
Work History
Education
Skills
References
Certification
References
Timeline
Generic

David Dan Singh

Calgary,Canada

Summary

Dynamic Personal Banking Associate at TD Canada Trust with a proven track record in financial advising and customer engagement. Expert in digital banking and cash handling, consistently achieving sales targets while building strong relationships. Committed to regulatory compliance and risk assessment, delivering exceptional service that enhances customer satisfaction.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Banking Associate

TD Canada Trust
Calgary, Canada
11.2018 - Current
  • Currently supporting a big branch in the city of Calgary, AB, by engaging with customers in everyday advice needs, service, digital education, and lending.
  • Resolving critical issues and supporting the front line with scheduled non-cash and cash transactions.
  • Building customer confidence in ATM and online banking.
  • Help build a positive work environment by being a team player, and sharing industry knowledge.
  • Provided customers with comprehensive financial advice and solutions to meet their personal banking needs.

Insurance Advice Telephone Sales Specialist

TD Canada Trust
London, Canada
11.2016 - 01.2017
  • Provided information to existing clients for insurance packages, benefits and other policy features
  • Contributed through cost and risk control through productivity and sales that helped achieve departmental sales targets
  • Achieved branch CEI plan, met compliance and departmental objectives

Customer Service Representative

Bradford Exchange
London, Canada
09.2015 - 02.2016
  • Assisted clients by answering inbound calls all over North America and boosted sales for the company, also resolved all customer queries
  • Maintained and kept call time low, provided customers with product information, processed credit card payments, billing information and shipping and refunds

Customer Service Representative

Bill Gosling Outsourcing
London, Canada
04.2015 - 11.2015
  • Placing outbound and inbound calls to consumers on behalf of American Express Canada
  • Provided customers with correct product information, benefits and services relating to American Express Credit Cards, identified and resolved queries relating to customers’ questions on credit cards
  • Building and maintaining a conversation without a script
  • Maintain up to date campaign specific information and attend training when needed
  • Promoted American Express credit cards to customers
  • Boosted sales targets and achieved 85- 95 % in both quality and sales

Senior Customer Service Officer Accounting and Sales

Al Faraa Group
, UAE
01.2011 - 08.2013
  • Company Overview: Abu Dhabi & Dubai, UAE
  • Made outbound calls to suppliers & provided them financial information on checks & cash
  • Responded to customers on the phone by providing detailed and accurate payment information
  • Resolved all accounts payables reports for suppliers and subcontractors
  • Provided support to the sales department by placing sales quotes, ensuring sales delivery, coordinating logistics & kept management informed on sales reports & performances
  • Analyzed financial data for suppliers and subcontractors and followed up on clients financial payments
  • Revised and created weekly financial reports for clients and sent to managers for their status
  • Monitored suppliers payment history and followed up on payments and informed check collection
  • Provided customer service to approximately 200 suppliers and subcontractors per day
  • Processed balancing entries, pending and closing payment entries in accounts
  • Surveyed customers through phone and ensured customer satisfaction through CEI model
  • Abu Dhabi & Dubai, UAE

Education

Human Resources Management Graduate Certificate - CHRP Candidate

Fanshawe College
London, Ontario
04.2015

Business Foundations -

Fanshawe College
London, Ontario
08.2014

Master of Business Administration - Finance

Uttarakhand Technical University
Nainital, India
06.2010

Bachelor of Business Administration -

University of Kumaon
Nainital, India
07.2008

Skills

  • Financial advising
  • Cash handling
  • Digital banking
  • Customer engagement
  • Regulatory compliance
  • Risk assessment
  • Relationship building
  • Strong sales skills

References

Available upon request

Certification

Investment Funds in Canada

References

References available upon request.

Timeline

Personal Banking Associate

TD Canada Trust
11.2018 - Current

Insurance Advice Telephone Sales Specialist

TD Canada Trust
11.2016 - 01.2017

Customer Service Representative

Bradford Exchange
09.2015 - 02.2016

Customer Service Representative

Bill Gosling Outsourcing
04.2015 - 11.2015

Senior Customer Service Officer Accounting and Sales

Al Faraa Group
01.2011 - 08.2013

Human Resources Management Graduate Certificate - CHRP Candidate

Fanshawe College

Business Foundations -

Fanshawe College

Master of Business Administration - Finance

Uttarakhand Technical University

Bachelor of Business Administration -

University of Kumaon
David Dan Singh