Summary
Overview
Work History
Education
Skills
Certification
Languages
Accomplishments
References
Timeline
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Hazem Abdelrahman

Edmonton,Canada

Summary

Banking professional with 5+ years of experience in high-value client support, customer service, and process improvement. Known for strong work ethic, attention to detail, and mentoring new team members. Experienced in credit, compliance, onboarding, and documentation. Contributed to team efficiency by developing internal tools like the SharePoint page. A reliable team player and communicator, focused on delivering exceptional service.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Banking Client Service Associate

TD Wealth - Private Banking
Centralized team
09.2023 - Current
  • Support three Senior Private Bankers and their full book of high-net-worth clients with day-to-day banking, business accounts, trusts, onboarding new clients, and handling complex service requests.
  • Ensure smooth client experiences through account setups, wire transfers, CRA payments, and investment contributions (GICs, RRSPs, DI).
  • Manage KYC/AML documentation and ensure all forms are complete, accurate, and compliant.
  • Known as the go-to for training new hires — regularly guide colleagues on business account setups and core processes.
  • Took the lead on building and maintaining our team’s SharePoint page — making it easier for everyone to find the tools, links, and resources they need to work more efficiently.

Senior Personal Banking Associate

TD Canada Trust
St. Albert, Canada
04.2022 - 09.2023
  • Help customers open and manage their bank accounts including advising High Value clients on portfolio allocation and various investment types.
  • Averaged 110% on Scorecard since 2019 with 100% on LEI
  • Assist many family members with the process of settling estates and transferring to their own portfolios.
  • Answered clients' questions regarding details of financial plans and strategies, referring to TD Wealth when necessary
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Managed and balanced cash vault, audits, and balancing of the checks and cash at the end of every day and verify all transactions promptly, accurately and in compliance with bank procedures.

Personal Banking Associate

TD Canada Trust
St. Albert, Canada
09.2019 - 04.2022
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Interview clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Helped customers open and close accounts, apply for loans, and make sound financial decisions.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.

Bank Teller

TD Canada Trust
St. Albert, Alberta
09.2019 - 04.2021
  • Process financial transactions, like deposits, withdrawals, loan payments, and mortgage payments.
  • Built and maintained client relationships through quality, personalized interactions.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.

Education

Bachelor of Commerce - Accounting & Finance

MacEwan University
Edmonton, AB, Canada

Skills

  • Sales goals
  • Financial markets
  • Loan applications
  • Financial analysis
  • Planning & Organizing
  • Financial Reporting
  • Supervision & Leadership
  • Account management

Certification

  • Pursuing Canadian Securities Course for Investors (CSC)
  • IT Cambridge International Examination - ICDL, International Computer Driving License, highly familiar with Windows, Microsoft Office, Electronic Communication, Mac, & Adobe.
  • Lifesaving Society, The Lifeguard Experts Canada

Languages

  • English
  • Arabic

Accomplishments

  • Quarterly Stars Winner (2021, 2022, 2024):
    Recognized for outstanding performance and client service — awarded as a Personal Banking Associate in 2021 and 2022, and again in 2024 in Private Banking Client Services.
  • Operational Efficiency:
    Led the creation and ongoing management of the team’s SharePoint page, improving internal collaboration and day-to-day efficiency across the team.
  • Fraud Prevention:
    Detected and helped prevent multiple fraud attempts within both the branch and Private Banking, protecting client assets and reducing risk exposure.
  • Mentorship & Training:
    Frequently mentor and train new hires, supporting onboarding and long-term development. Recognized as a key go-to resource for staff across the team.
  • National Swimming Championships – Swim Canada (Present)
    Professional national swimmer actively competing at the highest level.
  • Member, MacEwan University Accounting Club (2017–2020)

References

References available upon request.

Timeline

Private Banking Client Service Associate

TD Wealth - Private Banking
09.2023 - Current

Senior Personal Banking Associate

TD Canada Trust
04.2022 - 09.2023

Bank Teller

TD Canada Trust
09.2019 - 04.2021

Personal Banking Associate

TD Canada Trust
09.2019 - 04.2022

Bachelor of Commerce - Accounting & Finance

MacEwan University

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Hazem Abdelrahman