Summary
Overview
Work History
Education
Skills
References:
Timeline
Generic

Kanwal Khalid

Toronto,ON

Summary

Accomplished professional with experience in estate & trust operations and retail banking with record of exceeding goals while ensuring compliance with legal regulations and ethical standards. Skilled in investigating & solving intricate legal and financial cases to provide support and advocacy for clients under guardianship by following comprehensive procedures, staying organised and detail oriented.

Overview

2
2
years of professional experience

Work History

Operations Officer II

TD Bank
08.2023 - Current
  • Experience in working with estates & trustee cases by following intensive procedures & guidelines
  • Highly skilled in email services by providing detailed & professional communication and services to internal & external partners
  • Streamlined operational processes by identifying inefficiencies and implementing targeted solutions
  • Enhanced productivity through developing and implementing effective & thorough operational procedures
  • Consulted with other departments for the successful completion of projects within timeline constraints
  • Ability to work independently, within a hybrid team environment while also being organized and efficient

Customer Experience Associate

TD Bank
05.2022 - 08.2023
  • Skilled in day- to- day tasks: C3, S3, Admin tasks, deposit & withdrawal transactions, depositing cheques, paying bills, bank drafts, wires, etc
  • Highly skilled in customer service, assisting clients with comprehensive questions & concerns
  • Trained newly hired customer experience associates

Education

Bachelor of Science - Computer Science

Wilfrid Laurier University
Toronto, ON
04.2025

Skills

  • Currently working on achieving certification for Data Analytics with Microsoft Excel (completing Aug 2024)
  • Achieved excellent LEI throughout; 90% LEI in the recent quarter & consistently
  • Time punctuality, effective communication, detail oriented and active listening
  • Ability to adapt, team oriented, friendly, respectful and patient
  • Have worked with & surpassed assigned goals while attending full time school

References:

  • Anna Marie, Senior operations officer:

437 - 388 -1350


  • Maha Al-Masri, Senior operations officer:

905 - 580 - 2695


  • Salvatore Guida, Manager Customer Experience:

416-214-0155





Timeline

Operations Officer II

TD Bank
08.2023 - Current

Customer Experience Associate

TD Bank
05.2022 - 08.2023

Bachelor of Science - Computer Science

Wilfrid Laurier University

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Kanwal Khalid