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, Ontario04.2015
Business Foundations -
Fanshawe College
London, Ontario08.2014
Master of Business Administration - Finance
Uttarakhand Technical University
Nainital, India06.2010
Bachelor of Business Administration -
University of Kumaon
Nainital, India07.2008
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
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