Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
References
Timeline
Generic

JOHN RAJENDRAN

Williams Lake,Canada

Summary

Results-oriented banking professional with over 5 years of progressive experience in customer experience management, financial planning, and client relationship management at TD Bank. Currently serving as Manager of Customer Experience leading operational excellence and team performance. Proven track record of delivering exceptional service, improving branch efficiency, and exceeding performance targets. Holds certifications in IFIC, CPFA, and FP-1.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Manager, Customer Experience

TD BANK
Williams Lake, Canada
03.2025 - Current
  • Lead a team of 8+ frontline staff, fostering a culture of excellence and customer-centricity
  • Optimize branch operations through performance analysis and continuous improvement training
  • Drive service enhancements using Voice of the Customer (VOC) metrics and employee coaching
  • Ensure compliance with TD’s operational, risk, and regulatory standards

Personal Banker

TD BANK
Prince George, Canada
06.2022 - 03.2025
  • Created over 100 personalized financial plans, increasing product penetration and client retention
  • Advised clients on mutual fund investments, contributing to consistent portfolio growth
  • Proactively managed client relationships, resolving concerns and securing long-term loyalty

Personal Banking Associate

TD BANK
Prince George, Canada
11.2020 - 06.2022
  • Delivered high-touch service to support clients’ day-to-day banking needs
  • Assisted with digital onboarding, fraud prevention, and compliance processes
  • Educated clients on TD’s financial products, enhancing customer adoption and satisfaction

Customer Experience Associate

TD BANK
Prince George, Canada
07.2019 - 11.2020
  • Provided frontline service, processing transactions with accuracy and professionalism
  • Managed customer concerns effectively, improving service satisfaction scores

Education

Diploma in Business Management -

College of New Caledonia
Prince George, BC
01.2021

Bachelor of Business Administration - Marketing

Tilak Maharashtra Vidyapeeth
Pune, India
01.2016

Skills

  • Customer Experience Strategy
  • Client Relationship Management & Growth
  • Financial Needs Assessment & Investment Advisory
    (Mutual Funds, Retirement Savings Plans, Educational Savings Plans)
  • Team Leadership, Training & Performance Coaching
  • Sales Enablement, Lead Generation & Conversion
  • Risk, Compliance & Audit Readiness
  • Conflict Resolution & Service Recovery
  • Operational Efficiency & Execution
  • Customer Feedback Analysis
  • International Experience in Customer Centric-Banking
  • Leadership in Branch Performance

Certification

  • Investment Funds in Canada (IFIC) – Canadian Securities Institute
  • Canadian Personal Financial Advisor (CPFA) – CSI
  • Financial Planning 1 (FP-1) – CSI

Accomplishments

  • TD Legends 2022 for the position of Personal Banking Associate at TD.
  • TD Legends 2024 for the position of Personal Banker at TD

Languages

  • English, Fluent
  • Hindi, Fluent

References

References available upon request.

Timeline

Manager, Customer Experience

TD BANK
03.2025 - Current

Personal Banker

TD BANK
06.2022 - 03.2025

Personal Banking Associate

TD BANK
11.2020 - 06.2022

Customer Experience Associate

TD BANK
07.2019 - 11.2020

Diploma in Business Management -

College of New Caledonia

Bachelor of Business Administration - Marketing

Tilak Maharashtra Vidyapeeth
JOHN RAJENDRAN