Emmanuel Krapah
Brampton
Summary
Certified in Canadian Investment Fund by the Investment Fund Institute of Canada, I am a banking professional and certified Canadian Mutual Fund Representative. With extensive experience in client relationship management and a deep understanding of financial products, I bring a strong foundation to any team. Recognized for a collaborative approach and consistent results in fast-paced environments, I excel in providing financial advice and adapting to the ever-changing needs of customers.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker Trainee
TD Bank
10.2023 - 01.2024
- Advised customers of high-level financial solutions from a range of available investment and credit banking solutions.
- Asked thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships.
- Acted as a point of contact for the frontline staff in handling customer problems.
- Shadowed senior staffs' appointments with customers to learn more about how to do investments conversations with customers to better understand their financial needs for a tailored financial solutions.
- Trained on how to use various financial and investment tools to provide better investment solutions for clients
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Started taking appointments for FHSA and GIC investment account openings.
Personal Banking Associate
TD Bank
05.2022 - 10.2023
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Achieved recognition for outstanding customer service and getting regular mention in weekly LEIs and referrals opportunities.
- Successfully and consistently identified opportunities for One TD, Money-In and Money-Out referrals that were successfully closed.
- Overly achieved a higher performance in all, performance metrics on my scorecard.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Supported colleagues during peak periods as needed, fostering a positive team environment conducive to achieving shared goals.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Logistics Associate (Dock Supervisor)
DWS Logistics Inc.
01.2021 - 04.2022
- Plan the daily work schedule by reviewing existing work orders, arrival notice and instructions from customers
- Create and execute inbound and outbound plan in coordinating with the dispatch operation
- Provide safety training for the dock team in their job duties in accordance with federal and company procedures and policies
- Ensure maximum utilization of dock space and trailer space and report any inefficiency to the senior dispatch
- Enhanced customer satisfaction by ensuring timely and accurate order fulfillment.
Accountant
Governor Steel Co. Ltd.
04.2013 - 12.2016
- Collaborated with IT department to develop and institute customized ERP system that reduced customer service time by 50%
- Collaborated with the sales team to implement market initiatives, boosting revenue by 19% within 3 months in 2015.
- Managed and maintained purchase account, receivables and payables account.
- Monitored clients accounts, analyzed incoming and outgoings and performed daily audit and prepared monthly, quarterly and annual forecast.
- Introduced and maintained outsourcing strategies and initiatives that reduced administrative and maintenance cost by 43%.
Education
Certificate - Investment Fund
Institute of Financial Services Education
02-2022
Graduate certificate - Supply chain Management
Humber College
12.2019
Graduate certificate - Project Management
Humber College
12.2018
Bachelor of Commerce - Accounting
University of Cape Coast
05.2011
Skills
- Effective Financial Transactions
- Collaborative Teamwork
- Training & Development
- Banking Operations Knowledge
- Client Relationship Management
- Effective Communication
- Proficient Task Coordination
- Microsoft Office Proficiency
Accomplishments
- Achieved a growth score of 150.3% pacing 181 out of 817 as at the second quarter when I was being promoted to Personal Banker Trainee.
- Successfully met my yearly and quarterly One TD goals.
- Met and exceeded customer expectations and that was evidenced in weekly shout outs for LEIs and quality referrals for successful closing.
- Achieved good performance in all areas of performance metrics and built good customer retention and strong customer relationship.
Certification
Certificate in Canadian Investment Fund Course, Investment Fund Institute of Canada (IFIC), 02/01/22
Timeline
Personal Banker Trainee
TD Bank
10.2023 - 01.2024
Personal Banking Associate
TD Bank
05.2022 - 10.2023
Logistics Associate (Dock Supervisor)
DWS Logistics Inc.
01.2021 - 04.2022
Accountant
Governor Steel Co. Ltd.
04.2013 - 12.2016
Graduate certificate - Project Management
Humber College
Bachelor of Commerce - Accounting
University of Cape Coast
Certificate - Investment Fund
Institute of Financial Services Education
Graduate certificate - Supply chain Management
Humber College
Similar Profiles
Samiul ShaownSamiul Shaown
Product Operations Lead at TD Insurance, TD BANK GROUPProduct Operations Lead at TD Insurance, TD BANK GROUP
Ashley WidermanAshley Widerman
Team Manager II at TD Auto Finance, TD Bank NATeam Manager II at TD Auto Finance, TD Bank NA
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)