DONOVAN JAMES AUBERT
Toronto,Canada
Summary
Results-driven professional with a diverse background in various roles including Branch Leadership at TD Canada Trust, Personal Banker at TD Bank, and Real Estate Specialist with mortgage and refinancing expertise. Proven track record of success in leading teams, achieving sales targets, delivering exceptional customer service, and driving business growth. Possesses in-depth financial acumen, operational excellence, and strong interpersonal skills to build and maintain relationships with customers, stakeholders, and teams. Demonstrates strategic thinking, adaptability to change, and proficiency in technology and digital solutions. A self-motivated and proactive leader with excellent communication skills and a customer-centric approach.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Leadership | Manager, Customer Experience
TD Bank
01.2023 - Current
- Led and coached a team of retail banking professionals, ensured exceptional customer service delivery, implemented sales strategies, ensured operational excellence, built and maintained strong relationships with key business partners, addressed team members' training and development needs, oversaw branch operations, prepared and analyzed sales reports, educated customers on TD Canada Trust's products and services
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Maximized performance by monitoring daily activities and mentoring team members.
Real Estate Specialist
TD Bank
01.2022 - 12.2022
- Successfully originated and closed mortgage loans and refinances, built and maintained strong relationships with clients, conducted financial analysis and risk assessment, ensured compliance and documentation, maintained product knowledge and sales, conducted market and industry research, managed time and pipeline, collaborated with internal partners
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
- Developed and implemented marketing strategies to maximize sales and attract new clients.
Personal Banker
TD Bank
01.2021 - 12.2022
- Developed and maintained strong relationships with clients, conducted financial analysis, provided investment advice, monitored investment performance, kept clients informed, provided excellent customer service, stayed updated with industry trends, maintained compliance, met sales targets, engaged in ongoing professional development
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Delivered strategic investment advice for individual and corporate/ business clients.
CEA/PBA
TD Bank
02.2019 - 12.2020
- Processed customer transactions promptly, minimizing wait times.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Business Development Manager
SFI-TECH
01.2018 - 02.2020
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Generated new business with marketing initiatives and strategic plans.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Represented company and promoted products at conferences and industry events.
Education
Postgraduate - Finance and Wealth Management
Lambton College
Toronto, ON05.2019
Bachelor of Business Administration (B.A.) - Business Administration
SRM University
05.2016
Skills
- Sales and Business Development
- Customer Service Excellence
- Financial Acumen
- Operational Excellence
- Relationship Management
- Team Management
- Change Management
- Communication and Interpersonal Skills
- Problem Solving, Analytical Skills and Decision Making
- Technology and Digital Literacy
- Self-Motivation and Initiative
Certification
- Branch Compliance Officer | Branch Manager (Mutual Fund Review)
- Investment Funds in Canada
- Financial Planning I
- Personal Services Financial Advice
Timeline
Branch Leadership | Manager, Customer Experience
TD Bank
01.2023 - Current
Real Estate Specialist
TD Bank
01.2022 - 12.2022
Personal Banker
TD Bank
01.2021 - 12.2022
CEA/PBA
TD Bank
02.2019 - 12.2020
Business Development Manager
SFI-TECH
01.2018 - 02.2020
Postgraduate - Finance and Wealth Management
Lambton College
Bachelor of Business Administration (B.A.) - Business Administration
SRM University
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