Harsimran Hans
Toronto
Summary
Driven and strategic banking leader with a BBA in Finance and Marketing from the University of Guelph-Humber and progressive leadership experience at TD Canada Trust. Skilled in managing high-performing teams, optimizing branch operations, and delivering tailored financial solutions that build long-term client relationships and drive business growth.
Overview
4
4
years of professional experience
Work History
Manager, Customer Experience Associate
TD Canada Trust
11.2023 - Current
- Lead and coach front-line banking associates, increasing client satisfaction scores by 15% through process improvements and service excellence.
- Collaborate with branch leadership to drive operational efficiency and maintain full compliance with internal controls and regulatory requirements.
- Develop employee performance strategies that promote professional growth and elevate team productivity.
Personal Banking Advisor
TD Canada Trust
01.2022 - 11.2023
- Advised clients on lending, investments, and everyday banking needs, consistently exceeding quarterly sales and referral targets.
- Opened and managed a high volume of personal and business accounts, with a focus on long-term financial planning.
- Strengthened client retention and loyalty through proactive relationship building and personalized financial solutions.
Lead Customer Experience Associate
TD Canada Trust
05.2021 - 01.2022
- Supervised daily branch operations and supported junior associates in delivering consistent and efficient service.
- Handled escalated customer concerns with professionalism and resolved issues quickly to protect the client experience.
- Recognized as a key contributor to branch success and selected for advancement to advisory role.
Education
Bachelor of Business Administration (BBA) - Finance & Marketing
University of Guelph-Humber
Toronto, ON01.2020
Skills
- Team Leadership & Staff Development
- High-Value Client Advisory
- Branch Operations & Risk Management
- Strategic Sales Execution
- Customer Experience Optimization
- Business Development & Growth
- Compliance & Regulatory Standards
- Relationship Management
- Financial Product Knowledge
Accomplishments
- Ranked in the top 10% of advisors in the region for performance and client outcomes
- Improved client satisfaction metrics within 6 months as a people leader
- Led multiple client experience initiatives that resulted in increased product adoption
Timeline
Manager, Customer Experience Associate
TD Canada Trust
11.2023 - Current
Personal Banking Advisor
TD Canada Trust
01.2022 - 11.2023
Lead Customer Experience Associate
TD Canada Trust
05.2021 - 01.2022
Bachelor of Business Administration (BBA) - Finance & Marketing
University of Guelph-Humber
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