Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jordan St. Cyr

Summary

Dynamic personal banker with a keen interest in personal finance and financial markets that equip me to support clients meet their financial goals. With former management experience I understand adequate relationship building and team leadership with a proven track record in enhancing customer experience and driving results through executing team driven strategies. Experienced in branch operations, and a strong communicator dedicated to achieving client satisfaction, branch growth, and operational efficiency.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Personal Banker

TD Bank
02.2025 - Current
  • Advised clients on investing solutions and strategies via TD GIC products and TD investment services retail mutual fund categories.
  • Supported clients real estate lending needs by completing applications for new mortgages and HELOC's, refinancing existing properties, and mortgage/term renewals.
  • Supported TD wealth acquisitions by becoming proficient in personal assessments, uncovering key financial information that met eligibility, and bridged introductions between TD wealth partners and retail clients.

Manager of Customer Experience

TD Bank
10.2023 - 02.2025
  • Collaborated with frontline colleagues to enhance their knowledge and sales advice with unsecured credit products and other TD products to improve frontline output.
  • Onboarded and oversaw training and development of new employees, frontline staff. This involved creating a focused 60-90 day plan to measure customer adaptability, as well as suitability for their role based on LEI surveys and results.
  • Supported daily operations by completing weekly huddles around results, compliance, and operations. Weekly communication with upper management to ensure efficiency and expectations were being met across all facets, including problem resolution.

Education

BBA - Finance

Sheridan College
Mississauga, ON
06-2022

Skills

  • 5 years Retail Bank experience
  • 2 years Management experience
  • 3 years Sales experience
  • Mutual funds licensed
  • Relationship building
  • Branch operations
  • Team leadership
  • Strong communicator
  • Result oriented

Certification

IFC licensed

Timeline

Personal Banker

TD Bank
02.2025 - Current

Manager of Customer Experience

TD Bank
10.2023 - 02.2025

BBA - Finance

Sheridan College

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Jordan St. Cyr