Jaspreetkaur Tiwana
Edmonton,Canada
Summary
Results-driven banking professional with a track record of guiding teams to deliver exceptional customer service. Expertise in achieving sales targets, ensuring regulatory compliance, and building lasting client relationships. Recognized for problem-solving skills and commitment to excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager Customer Experience
TD Canada Trust
04.2023 - Current
- Led initiatives to enhance customer satisfaction and loyalty through tailored strategies, coaching, and mentoring of team members.
- Managed schedules and enforced compliance policies to streamline operations.
- Conducted regular staff meetings to assess progress and drive continuous improvement.
- Collaborated with partners to resolve customer issues and provided guidance on financial advice strategies.
- Reviewed mutual fund trades, personal credit, and real estate secured lending to ensure accuracy and compliance.
Financial Advisor
TD Canada Trust
09.2020 - 03.2023
- Advised customers on financial products and strategies to meet their objectives, resulting in increased client satisfaction and loyalty
- Developed and executed branch business plans to achieve customer retention and acquisition objectives
Personal Banking Associate
TD Canada Trust
02.2019 - 09.2020
- Provided customers with comprehensive financial advice and solutions to meet their personal banking needs.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction and loyalty.
Customer Experience Associate
TD Canada Trust
05.2018 - 01.2019
- Provided exceptional customer service to ensure customer satisfaction.
- Identified opportunities to improve the customer experience by providing sound financial advice
Education
Master of Business Administration - Finance
India05.2014
Bachelor of Business Administration - Finance
India04.2012
Skills
- Leadership and Management
- Regulatory Compliance
- Effective Issue Resolution
- Strategic Decision-Making
- Change Management
- Detail-Oriented
- Managing Multiple Responsibilities
Certification
- Mutual Fund Licensed - Investment Funds in Canada
- Branch Compliance Officer
- Personal Financial Services Advice
- Financial Planning I
References
Available upon request.
Timeline
Manager Customer Experience
TD Canada Trust
04.2023 - Current
Financial Advisor
TD Canada Trust
09.2020 - 03.2023
Personal Banking Associate
TD Canada Trust
02.2019 - 09.2020
Customer Experience Associate
TD Canada Trust
05.2018 - 01.2019
Master of Business Administration - Finance
Bachelor of Business Administration - Finance
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