Kath Leroux
Kelowna
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
Work History
Senior Personal Banker, Home Borrowing
TD Canada Trust
12.2024 - Current
- F2025 Q2 Pipeline pace RESL February funding: $2.544M; 181% pace through partner collaboration, team coaching and strategic planning while booking appointments
- F2025 Q1 Driving Growth 5/7 as a result of effectively being ready, organized, and staying connected with clients
Personal Banker
TD Canada Trust
09.2022 - 12.2024
Manager Customer Experience
TD Canada Trust
08.2017 - 09.2022
Financial Services Rep & Financial Advisor
TD Canada Trust
03.2014 - 08.2017
Manager Customer Service
TD Canada Trust
08.2011 - 03.2014
Customer Service Representative
TD Canada Trust
01.2009 - 08.2011
Education
Investment Funds in Canada -
Canadian Securities Institute
01.2011
Branch Compliance Officer - undefined
Canadian Securities Institute
01.2018
Certificate in Personal Financial Services Advice - undefined
Canadian Securities Institute
01.2015
Skills
- Client Relationship Management
- Banking operations
- Effective Team Management
- Expert in risk management
- Coaching and development Expertise
- Strong Verbal and Written Communication
- Leader in Change Management
Accomplishments
- Achieved Legends in 2024 based on performance through effectively modeling The TD Way of Advice
- Achieved Legends in 2023 based on peer nomination through demonstrating team work and commitment to supporting the success of the organization
- Coached team of up to 13 CEAs and led to 5 promotions in 2021.
- Collaborated with CEA team in the development and execution of Future Ready effectively improving behavior results by 20% and District top results in LEI in 2019
- Achieved #1 LEI results in the District multiple times (2013, 2013, 2019, 2021, 2021, 2024, 2024)
Awards
- F2023 Legends Nomination Winner, 01/01/23
- F2024 Legends Scorecard Winner, 01/01/24
Timeline
Senior Personal Banker, Home Borrowing
TD Canada Trust
12.2024 - Current
Personal Banker
TD Canada Trust
09.2022 - 12.2024
Manager Customer Experience
TD Canada Trust
08.2017 - 09.2022
Financial Services Rep & Financial Advisor
TD Canada Trust
03.2014 - 08.2017
Manager Customer Service
TD Canada Trust
08.2011 - 03.2014
Customer Service Representative
TD Canada Trust
01.2009 - 08.2011
Branch Compliance Officer - undefined
Canadian Securities Institute
Certificate in Personal Financial Services Advice - undefined
Canadian Securities Institute
Investment Funds in Canada -
Canadian Securities Institute
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Joe AugustineJoe Augustine
Bilingual Digital Tech Specialist at TD Canada TrustBilingual Digital Tech Specialist at TD Canada Trust