Fenella Au
Edmonton
Summary
Knowledgeable Banking Professional with a strong background in managing complex case management operations. Proven track record of implementing effective strategies to improve client outcomes and streamline processes. Demonstrated leadership and problem-solving skills, ensuring efficient team collaboration and client satisfaction.
Overview
25
25
years of professional experience
Work History
Manager of Cash Management
TD Commercial Banking
12.2021 - Current
- Ensure the Cash Management and deposit needs of clients are identified and discussed with clients.
- Work closely with the Relationship Team on new and existing client relationships.
- Grow our overall Contribution to Profit.
Commercial Account Manager
TD Commercial Banking
01.2020 - 12.2021
- Managed existing mid-market relationships.
- Grew my book of business by identifying potential borrowing and non-borrowing clients.
- Identified tailored needs to new and existing clients including referrals to Partners within the Bank.
Senior Relationship Manager
BMO Bank of Montreal
02.2019 - 01.2020
- Managed existing medium to large client relationships within the Bank.
- Seeked new relationships to support and help business owners grow their organization.
- Identified referral opportunities to Partners within the Bank.
Commercial Account Manager
TD Commercial Banking
12.2017 - 02.2019
- Managed existing mid-market relationships.
- Grew our book of business by identifying potential borrowing and non-borrowing clients.
- Identified tailored needs to new and existing clients including referrals to Partners within the Bank.
Team Leader
TD Insurance Direct Agency
10.2015 - 12.2017
- Led and mentored a team of 15 Insurance Advisors.
- Used different coaching techniques to motivate and drive results.
- Developed my team members' skill sets to grow their career.
Financial Advisor
TD Canada Trust
09.2012 - 10.2015
- Maintained up to date knowledge of products, policies and procedures to ensure the right recommendations were made based on customer needs.
- Identified lending or investment opportunities based on client needs.
- Identified referral opportunities to other Partners of the Bank.
Team Manager
TD Direct Investing
12.2007 - 09.2012
- Led and mentored a team of 10 - 12 Investment Professionals.
- Used different coaching methods to drive engagement and results.
- Developed my teams' skill sets to grow their career.
Investment Representative
TD Direct Investing
09.2000 - 12.2007
- Led and mentored a team of 10 Investment Professionals.
- Used different coaching methods to drive engagement and results.
- Developed my teams' skill sets to grow their career.
Education
Diploma - Finance
Northern Alberta Institute of Technology
Edmonton04-2000
Skills
- Staff development
- Delivering exceptional customer service
- Providing tailored advice to client's needs
- Problem-solving
Accomplishments
- Three time recipient of annual performance awards for excellence in client service and leadership.
- Actively contribute to the Women at TD Committee, focusing on collaborating with internal teams to develop programs, events, and resources that promote mentorship, networking and inclusive leadership.
- Lead national EmpowerHer group focused on supporting women from multicultural backgrounds and their allies. This is an inclusive platform for mentorship, personal development and open dialogue on diversity and growth.
Timeline
Manager of Cash Management
TD Commercial Banking
12.2021 - Current
Commercial Account Manager
TD Commercial Banking
01.2020 - 12.2021
Senior Relationship Manager
BMO Bank of Montreal
02.2019 - 01.2020
Commercial Account Manager
TD Commercial Banking
12.2017 - 02.2019
Team Leader
TD Insurance Direct Agency
10.2015 - 12.2017
Financial Advisor
TD Canada Trust
09.2012 - 10.2015
Team Manager
TD Direct Investing
12.2007 - 09.2012
Investment Representative
TD Direct Investing
09.2000 - 12.2007
Diploma - Finance
Northern Alberta Institute of Technology
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