KIRAN SANGHA
Caledon,East
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
6
6
years of professional experience
Work History
Personal Banker
TD Canada Trust
04.2022 - Current
- Assisting customers with client driven advice on investment and real estate lending needs, focus on relationship management
- Building a strong understanding of market and economic trends to assist in providing a legendary client experience in each interaction
- Support front line staff with financial transactions and educating colleagues on operational excellence and following the correct protocols with customer cheques and high risk transactions
- Coaching fellow colleagues on policies, procedures, and customer campaigns to help develop their skills and optimize branch results and uphold compliance standards
- Meeting and Exceeding sales goals QTD, and utilizing tools to provide the best advice
- Continuously finding referrals for Wealth Partners, closed 3.4m YTD
- Top Real Estate Lending Specialist for month of August, and October with 3.1m closed
- Received recognition from Head Regional of Branch Banking in embracing change with use of new goal building tools.
Personal Banking Associate
TD Canada Trust
01.2019 - Current
- Responsible for advising customers on their financial needs and find additional opportunities through Personal Assessments, and discovery tool usage
- Being a team leader through leading initiatives such as United Way Fundraising, educating customers about digital banking, educating colleagues on Direct Investing through being the lead for the branch
- Supported FA team during staff shortage by opening and doing maintenance on SBB accounts
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Nominated and chosen for Quarterly Spotlight in Q3 for branch contributions.
Customer Experience Associate
TD Canada Trust
11.2017 - 01.2019
- Create a legendary customer experience for each customer during frontline transactions
- Effective communicator: ability to convey information with tact and diplomacy
- Responsible for completing financial transactions such as deposits, withdrawals, bill payments, and/or other account transactions for customers with accuracy and efficiency
- Met and exceeded sales goals and referred business to Sales team from the front line
Education
Bachelor's in Commerce - Global Management Studies
Ryerson University
Skills
- Able to observe and learn new procedures and products quickly
- Excellent communication skills (both oral and written)
- Demonstrated ability to work well with a team and independently
- Strong proficiency in Microsoft Word, Excel, C3, S3 and admin apps
- Banking Policies and Procedures
- Opportunity Identification
- Customer Service
- Relationship Building
- Attention to Detail
- Regulatory Compliance
Languages
English
Native or Bilingual
Punjabi
Limited Working
French
Elementary
Hindi
Elementary
Timeline
Personal Banker
TD Canada Trust
04.2022 - Current
Personal Banking Associate
TD Canada Trust
01.2019 - Current
Customer Experience Associate
TD Canada Trust
11.2017 - 01.2019
Bachelor's in Commerce - Global Management Studies
Ryerson University
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