Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

DHRUMIT PANDYA

OSHAWA,ON

Summary

Meticulous and conscientious individual with over 4 years of a proven track record of exceeding customer service expectations and meeting sales goals. Adept at leveraging technology to maximize efficiency and accuracy. Eager to secure a position where I can showcase my expertise and make a valuable contribution to both the team and organization. My goal is to provide exceptional customer service by assisting clients with their daily financial transactions and providing appropriate financial solutions, while also boosting employee and team confidence in daily banking operations.

Overview

7
7
years of professional experience

Work History

Personal Banker/ Financial Advisor

TD BANK
10.2021 - Current
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Contributed to positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Personal Banking Associate / Customer Experience Associate

TD BANK
08.2019 - 10.2021
  • Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
  • Processed loan applications diligently, resulting in increased loan approval rates for qualified borrowers.
  • Reduced response times by prioritizing tasks efficiently across multiple channels such as phone, email, and chat support systems.
  • Maintained up-to-date knowledge of company offerings in order to provide relevant recommendations based on client needs.

Store manager/Customer service representative(CSR)

Circle K convenience store
01.2017 - 08.2019
  • Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
  • Improved customer satisfaction through staff training in customer service and product knowledge.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Collaborated with other managers to develop company-wide initiatives aimed at improving overall performance across all locations.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.

Education

Computer Programmer Diploma -

Algonquin College of Applied Arts And Technology
Ottawa, ON
02.2018

Bachelor of Technology in Information Technology -

Gujarat Technological University
India
05.2015

Skills

  • Proficient in Microsoft Office Application program
  • Ability to deliver results in fast-paced environment
  • Detail Oriented
  • Analytical and supervisory skills
  • Problem solving skills
  • Wealth Management
  • Fraud Prevention
  • Attention to Detail
  • Relationship Building and Management
  • Positive Attitude
  • Complex Mortgage Application
  • Time Management

Accomplishments

  • Investment Funds in Canada (IFC) Certified (11/2021)
  • Registered and completed MFDA CRETS CE.
  • 2021 TD Legend winner
  • Consistently exceeded quarterly sales goals set by TD bank
  • Supported and passed branch pre-audit 2020
  • Help support branch through annual cash count 2020
  • Nominated for quarterly spotlight 2022, 2021 & 2020

Languages

English
Full Professional
Gujarati
Native or Bilingual
Hindi
Native or Bilingual

Timeline

Personal Banker/ Financial Advisor

TD BANK
10.2021 - Current

Personal Banking Associate / Customer Experience Associate

TD BANK
08.2019 - 10.2021

Store manager/Customer service representative(CSR)

Circle K convenience store
01.2017 - 08.2019

Computer Programmer Diploma -

Algonquin College of Applied Arts And Technology

Bachelor of Technology in Information Technology -

Gujarat Technological University

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DHRUMIT PANDYA