Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Faduma Abukar

Toronto,ON

Summary

Dynamic and results-oriented professional with extensive experience at TD Bank, adept in financial product knowledge and building strong customer relationships. Excelled in portfolio management and customer service, significantly enhancing client retention and satisfaction. Proven track record in implementing strategic financial solutions and advising on investment opportunities, demonstrating exceptional analytical thinking and persuasive communication skills.

Knowledgeable [Desired Position] with background in personal banking. Developed strong client relationships and facilitated seamless banking transactions. Demonstrated expertise in financial product recommendations and exceptional customer service.

Banking professional with extensive experience in client relationship management and financial product knowledge. Known for teamwork and consistently achieving results in dynamic environments. Skilled in financial advising and adept at adapting to evolving customer needs.

Experienced with client relationship management and financial product offerings. Utilizes deep understanding of banking protocols to provide excellent customer support. Knowledge of handling transactions and advising clients on financial solutions.

Professional banking associate with strong expertise in personal finance, customer service, and relationship management. Skilled in identifying client needs, providing tailored financial solutions, and fostering trust. Known for collaboration, adaptability, and achieving targeted results. Proficient in financial software, risk assessment, and regulatory compliance.

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer [Number] years of related experience to a challenging position with room for advancement.

Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.

Overview

25
25
years of professional experience

Work History

Personal Banking Associate

TD Bank
01.2019 - Current
  • Resolved complex customer issues promptly, escalating matters when necessary to ensure timely resolutions and maintain client satisfaction.
  • Explained account terms and conditions to customers.
  • Increased client retention through exceptional relationship-building and proactive problem-solving skills.
  • Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
  • Provided valuable insights into competitive landscape analysis, assisting branch leadership in making strategic decisions regarding product offerings and pricing structures.
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Implemented innovative sales techniques that contributed significantly to increased revenue generation from existing clients as well as new business acquisition efforts.
  • Maintained up-to-date knowledge of industry trends, enabling the provision of informed guidance on market developments affecting client portfolios.
  • Ensured compliance with all regulatory requirements by meticulously reviewing transaction records and adhering strictly to established operational guidelines.
  • Played a key role in implementing a customer feedback system that led to actionable insights for continuous service improvement efforts, ultimately translating into higher customer satisfaction ratings.
  • Handled sensitive customer inquiries with discretion and professionalism, maintaining strict adherence to privacy regulations.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on features and benefits of banking products and services.

Financial Advisor

TD Bank
02.2015 - 03.2019
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Collaborated with clients to develop customized investment portfolios.
  • Educated clients on potential risks and rewards associated with various investments.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Presented financial plans and investment recommendations to clients.
  • Created financial models to analyze and evaluate investment strategies.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Advised clients on investments, retirement and estate planning.

Financial Services Representative

TD Bank
08.2007 - 01.2015
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
  • Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
  • Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
  • Streamlined financial processes for improved efficiency and reduced errors in transactions.
  • Maintained updated records of all financial transactions to support traceability.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Provided strategic financial advice to senior management and stakeholders.
  • Developed financial strategies to optimize use of capital and resources.
  • Implemented risk management strategies for clients, safeguarding their investments against market volatility.
  • Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction rates.

Store Manager

Shoppers Drug Mart
08.1999 - 02.2008
  • Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
  • Optimized labor scheduling according to store needs while adhering to budget constraints, maximizing productivity without compromising service quality.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Fostered a positive work environment by cultivating strong relationships between team members through team-building activities and consistent recognition of individual achievements.
  • Developed strategies for attracting new customers by analyzing demographic data and conducting targeted marketing initiatives.
  • Conducted regular performance reviews for staff members, providing constructive feedback and opportunities for growth.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.

Customer Service Representative

TD Bank
09.2005 - 02.2007
  • Maintained up-to-date knowledge of product and service changes.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Created and maintained detailed database to develop promotional sales.

Education

Business Administration And Management

Humber College
Toronto, ON

Certificate - Investments Funds of Canada

Canadian Securities Institute
04-2007

Skills

  • Branch operations
  • Financial product knowledge
  • Cash Handling Accuracy
  • Credit analysis
  • Portfolio Management
  • Anti-Money Laundering
  • Loan Processing
  • Investment advising
  • Cross-selling proficiency
  • Debt management
  • Customer Service
  • Digital banking platforms
  • Products and Services Knowledge
  • Customer Service-Oriented
  • Relationship Building
  • Analyzing data
  • Developing customer relationships
  • Self-motivated nature
  • Account openings
  • Customer Relationship Management
  • Analytical Thinking
  • Follow-up skills
  • Educating clients
  • Strategic Planning
  • Goal Planning
  • Reviewing documents
  • Opening and closing procedures
  • Professional Demeanor
  • Due diligence
  • Recordkeeping requirements
  • Building customized solutions
  • Investment advice
  • Sales proficiency
  • Financial advice
  • Persuasive communication style

Languages

English
Full Professional
Italian
Full Professional
somali
Native or Bilingual

Timeline

Personal Banking Associate

TD Bank
01.2019 - Current

Financial Advisor

TD Bank
02.2015 - 03.2019

Financial Services Representative

TD Bank
08.2007 - 01.2015

Customer Service Representative

TD Bank
09.2005 - 02.2007

Store Manager

Shoppers Drug Mart
08.1999 - 02.2008

Business Administration And Management

Humber College

Certificate - Investments Funds of Canada

Canadian Securities Institute
Faduma Abukar