Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ANDREA AGBAREH

Brantford,ON

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Investment Specialist

TD Bank
Hamilton, ON
01.2020 - Current
  • Liaised between account holders and various departments, communicating effectively to maintain customer satisfaction and uphold company protocols.
  • Closed over $8 million in new business quarterly
  • Oversaw new business development and customer servicing, including proactive calling, lead generation and facilitating complex account opening.
  • Recommended relevant products and services to clients to provide them a full service experience and franchise clients across the business.
  • Maximized sales through effective client relationship development, resulting in consistent ranking in top the 10% nationwide

Financial Advisor

TD Bank
St. Catharines, ON
11.2017 - 12.2021
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to assess and meet short- and long-term financial goals.
  • Processed approximately 10 mortgages per quarter.

Customer Services Representative

TD Bank
St. Catharines, ON
08.2015 - 10.2017
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Contacted potential clients to pursue sales and gather funds.
  • Managed customer calls and responded to inquiries on banking products including checking, savings, loans, and lines of credit.
  • Opened personal accounts.

Education

Bachelor of Economics -

Brock University

Skills

  • Relationship building and management
  • Customer Acquisition
  • Product and service sales
  • Customer Account Management
  • Issue and Complaint Resolution
  • Data Entry and Maintenance

Certification

Canadian Securities Course (CSC)

Timeline

Investment Specialist

TD Bank
01.2020 - Current

Financial Advisor

TD Bank
11.2017 - 12.2021

Customer Services Representative

TD Bank
08.2015 - 10.2017

Bachelor of Economics -

Brock University

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ANDREA AGBAREH