John Tasopoulos
Richmond Hill,Canada
Summary
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Skilled banking professional with exceptional promotional, networking, and conflict management abilities. Highly experienced in business sales and support.
Resourceful Business Banking Specialist known for productivity and efficient task completion. Possess specialized skills in financial analysis, risk management, and client relationship building. Excel in communication, problem-solving, and adaptability, ensuring smooth banking operations and customer satisfaction.
Overview
26
26
years of professional experience
Work History
Business Banking Specialist BBS
TD Canada Trust
06.2022 - Current
- Provide inbound and/or outbound sales support to customers in a non-face to face environment
- Accurately open Business Account and complete Business signing authority changes for new and existing Business customers over the phone
- Identify small business credit and credit card opportunities
- Identify referral opportunities for TD partners to further enhance client's experience
- Submit & fulfill all credit requests where total business exposure is less than $50,000
- Help with onboarding new BBS' by Interviewing, shadowing, and constant mentoring
Small Business Account Manager
Business Development Bank of Canada
11.2005 - 05.2012
- Interview applicants for business loans
- Identify referral opportunities to BDC Consulting Services to address clients' financial objectives
- Submit loan applications to Branch Manager or Credit Underwriter
- Loans of up to $350,000.00 and Commercial Mortgages up to $3,000.000
- Portfolio management of over 140 clients
- Help to expand business and attract new clients through referrals from Centres of influence
Small Business Account Manager
RBC Royal Bank
03.2002 - 11.2005
- Portfolio management of over 160 clients
- Supported 5 area Branches with new and existing client Small Business Banking request
- Submit loan applications to Credit Underwriter with recommendations for approval of up to $1,000,000
- Help to expand business and attract new clients through portfolio management, Branch referrals and referrals from Centres of influence
Mortgage Team Manager - Ontario & Western Canada
National Bank of Canada
01.1999 - 01.2002
- Examine and verify accuracy of work from staff and authorize routine payments, credits, and other transactions
- Establish work schedules and procedures and co-ordinate activities with other work units or departments
- Resolve work-related problems and prepare and submit progress and other reports
- Identify training needs and train staff in job duties
Education
Bachelor of Arts - Economics
York University of Toronto
Skills
- Sales leadership
- Coordinating team projects
- Underwriting
- Risk evaluation
- Cross-selling products
- Banking principles
- Debt restructuring
- Portfolio management
- Credit assessment
- Project management
- Business development
- Banking operations
- Team coaching
- Business relationship management
- Product and service sales
- Relationship management
- Account management
- Small business relations
- Customer acquisition
- Customer care
Accomplishments
- Multiple Quarterly Composite winner (TD). Fiscal 2023 and 2024.
- Presidents Pick Award (TD). Fiscal 2023.
- Yearly Summit Winner (TD) Fiscal 2023 and Fiscal 2024.
- Appointed to the Management in training program (NBC).
- Multiple Quarterly awards and Yearly winner (RBC).
References
References upon request
Timeline
Business Banking Specialist BBS
TD Canada Trust
06.2022 - Current
Small Business Account Manager
Business Development Bank of Canada
11.2005 - 05.2012
Small Business Account Manager
RBC Royal Bank
03.2002 - 11.2005
Mortgage Team Manager - Ontario & Western Canada
National Bank of Canada
01.1999 - 01.2002
Bachelor of Arts - Economics
York University of Toronto