JINARINE ROOPCHAND
North York,ON
Summary
Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs.
Overview
12
12
years of professional experience
Work History
Assistant Branch Manager
TD Canada Trust
05.2022 - Current
- Dynamic Leader coaching the team to help customers reach their financial goals while achieving business results
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Manager of Customer Experience
TD Canada Trust
12.2015 - 05.2022
- Managed escalated customer issues promptly, ensuring timely resolutions and maintaining positive relationships.
Financial Advisor
TD Canada Trust
06.2013 - 12.2015
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Customer Service Representative
TD Canada Trust
04.2012 - 06.2013
Education
Branch Compliance Officer -
CSI Global Education Inc.
01.2016
IFIC – Mutual Funds License -
CSI Global Education Inc.
01.2011
BCOMM Bachelor of Commerce - Business Management (Finance/Marketing)
Ryerson University of Toronto
01.2009
Skills
- Strong Leadership qualities and Inspiring the Will to Win
- Result-Driven team player who Makes an Impact and Valuing Speed
- Passion for helping Customers with resolving issues and concerns
- Extensive sales knowledge and experienced in working in high traffic branch with HVCs
- Quick learner with the ability to adapt to change
- Banking
- Operations Management
- Business Development
- Team Development
- Relationship building and management
- Staff education and training
- Risk Management
- Regulatory Compliance
- Client Relationship Management
- Financial Advising
Additional Information
References upon request
Timeline
Assistant Branch Manager
TD Canada Trust
05.2022 - Current
Manager of Customer Experience
TD Canada Trust
12.2015 - 05.2022
Financial Advisor
TD Canada Trust
06.2013 - 12.2015
Customer Service Representative
TD Canada Trust
04.2012 - 06.2013
Branch Compliance Officer -
CSI Global Education Inc.
IFIC – Mutual Funds License -
CSI Global Education Inc.
BCOMM Bachelor of Commerce - Business Management (Finance/Marketing)
Ryerson University of Toronto
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