Dimitra Notis
Toronto
Summary
Dynamic professional with a proven track record at TD Bank, excelling in customer service and financial management. Expert in leveraging analytical skills and a collaborative approach to exceed client expectations and enhance team performance. Demonstrated ability in handling sensitive information with discretion, ensuring compliance and privacy.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
TD Bank
07.2022 - Current
- Deliver legendary customer service by understanding and addressing clients' financial needs. Provide information on banking products and services, ensuring a high level of satisfaction and retention
- Assist customers with opening new accounts, updating account information, and managing their account portfolios. Ensure that all activities are in compliance with TD's policies and procedures
- Assisting clients with credit applications, explaining credit options and terms, and guiding them through the approval process
- Build strong, long-term relationships with customers through regular follow-ups, providing personalized banking advice, and addressing their financial goals and concerns
- Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
Teller
TD Bank
04.2022 - 07.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Disbursed cash and checks accurately while maintaining security of cash drawers
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed
- Processed customer transactions promptly, minimizing wait times
- Assisted customers with account inquiries, resolving issues promptly and professionally
Sales Associate
Avec Plaisir
06.2021 - 07.2022
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise
- Built relationships with customers to encourage repeat business
- Managed returns, exchanges and refunds in accordance with store policy
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
Medical Administrative Assistant
Mass Immunization Clinics
01.2021 - 07.2021
- Handled sensitive patient information with discretion, adhering to strict HIPAA guidelines and safeguarding privacy at all times
- Generated reports and logged patient information for reliable records
- Managed incoming phone calls efficiently, directing callers to appropriate personnel while providing courteous service at all times
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments
Education
Bachelor of Arts - Criminology
Toronto Metropolitan University
Toronto, ON05-2025
Skills
- Collaboration & team skills
- Analytical and Problem-solving skills
- Strong verbal and written communication skills
- Organizational and time management skills
Languages
Greek
Native or Bilingual
Certification
- IFIC License, Investment Funds Institute of Canada
Timeline
Personal Banking Associate
TD Bank
07.2022 - Current
Teller
TD Bank
04.2022 - 07.2022
Sales Associate
Avec Plaisir
06.2021 - 07.2022
Medical Administrative Assistant
Mass Immunization Clinics
01.2021 - 07.2021
Bachelor of Arts - Criminology
Toronto Metropolitan University
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