Jomalyn Binalla
Spruce Grove,AB
Summary
Adept at driving financial success, I leveraged customer service excellence and sales strategy acumen at TD Canada Trust to exceed sales targets. By fostering trust through exceptional service and deploying expert financial advice, I significantly enhanced client satisfaction and loyalty. My ability to multitask and attention to detail ensured compliance and operational efficiency. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Personal Banker - Investing
TD Canada Trust
11.2024 - Current
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Maintained up-to-date knowledge of industry trends, continuously adapting strategies to stay ahead of market changes.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Collaborated with mortgage lenders to facilitate timely loan approvals for homebuyers seeking financing options.
- Maintained friendly and professional customer interactions.
- Referred customers to other banking departments for specialized services.
- Answered customer questions and explained available services such as GIC, Mutual Funds and direct investing
Retail Investment Specialist
TD Canada Trust
10.2022 - 10.2024
- Increased client satisfaction by providing tailored investment advice and creating customized financial plans.
- Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
- Give elevated advice for clients on various investment topics to improve their understanding of the financial markets.
- Held meetings with customers to review and update accounts.
- Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
- Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
- Outbound and inbound calling existing client
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
Personal Banker
TD Canada Trust
01.2020 - 10.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing mortgage applications, investing, business loan, and estate.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Followed up with customers to gather feedback and provide additional assistance.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Referral to partners for qualified customers
- Maintained customer records and updated account information.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Financial Services Manager
Bank of Montreal
11.2013 - 12.2019
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing mortgage applications, investing, business loan, and estate.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Followed up with customers to gather feedback and provide additional assistance.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Referral to partners for qualified customers
- Maintained customer records and updated account information.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Education
Bachelor of Science - Marketing
Rizal Technological University
Mandaluyong City, Philippines03-2004
Skills
- Customer service
- Sales strategy
- Loan application expertise
- Financial services
- Financial product sales
- Honest and dependable
- Multitasking Abilities
- Customer service excellence
- Exceptional customer service
- Product knowledge
- Positive attitude
- Mortgage banking
- Attention to detail
- Banking
Accomplishments
- 2021 District Legend Recipient
- 2023 National Bravo Recipient
Languages
English
Full Professional
Tagalog
Full Professional
Certification
- IFIC
- CFSA
- FP1
Timeline
Senior Personal Banker - Investing
TD Canada Trust
11.2024 - Current
Retail Investment Specialist
TD Canada Trust
10.2022 - 10.2024
Personal Banker
TD Canada Trust
01.2020 - 10.2022
Financial Services Manager
Bank of Montreal
11.2013 - 12.2019
Bachelor of Science - Marketing
Rizal Technological University
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