Summary
Overview
Work History
Education
Skills
Languages
Volunteer
Volunteer
Timeline
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Kristie Calway

Gravenhurst,ON

Summary

Highly motivated and enthusiastic Personal Banker, offering over 10+ years of customer service experience in retail banking, lending, estates, providing comprehensive solutions for clients, financial advice and branch operations while ensuring a consistently pleasant experience(two years RESL and investing).

Overview

17
17
years of professional experience

Work History

Personal Banker

TD Canada Trust
08.2022 - Current


  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
  • Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
  • Assessed borrowers'' financial situations to determine appropriate mortgage products and loan structure.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company production goals.
  • Provided guidance on investment options, helping clients make informed decisions to achieve their financial goals.
  • Assisted in training new employees, sharing best practices in achieving excellent customer service standards.

Banking Advisor

Royal Bank Of Canada
11.2021 - 08.2022
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Responded to customer questions and concerns or escalated to supervisor for resolution.
  • Opened new accounts according to laid down rules and guidelines.
  • Informed and suggested new banking products to customers.
  • Assisted customers in depositing and withdrawing cash.
  • Worked with customers to understand needs and provide excellent service.
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Communicated lending decisions to customers.
  • Extended and sustained relationships with customers to maintain and grow business.

Personal Banking Associate

TD Canada Trust
04.2019 - 11.2021
  • Engage and advise customers in day to day advice conversations, service transactions, appointments, and educate customers on mobile, ATM, and online banking services;
  • Strong working knowledge on personal credit products, personal account opening procedures, power of attorney and estates;
  • Some knowledge on business accounts and account opening/signing authorities and business products;
  • Strong working knowledge on compliance and overall operations of the branch frontline and cash management;
  • Assess client financial situations to develop strategic financial planning solutions and referrals;
  • Prepare entries, transactions & supporting documentation to process loans and line of credits;
  • Authorize bank drafts, certified cheques, wire transfers and general ledger transactions;
  • Determining whether a hold should be placed on cheques above a CEA's limit while dealing with high value clients;
  • Provide telephone/reception and related services, including responding to customer emails;
  • Other duties as required;
  • Customer Experience Associate, Retail Banking, Branch 2488,2112,1246,2033

Customer Experience Associate

TD Canada Trust
07.2008 - 04.2019
  • Delivered the make it personal customer experience model with every customer;
  • Executed transactions including deposits, withdrawals, bank drafts/cheques;
  • Complete knowledge on opening and closing procedures and operations of the retail branch;
  • Stepped up when we were without management and took ownership of customers problems and follow up;
  • Conducted investigations on OPC and fraud tools;
  • Provided legendary experiences to my customers and solved problems first point of contact;
  • Consistently volunteered and lead campaigns in branch;
  • Met and exceeded all goals set quarter by quarter;
  • AML/FTR review all transactions with customers to achieve FTR with all transactions;
  • Other duties as required;

Education

Certificate In Financial Services Advice (CFSA) -

Canadian Securities Institute
07.2023

Investment Funds In Canada (IFC) -

Canadian Securities Institute
08.2021

High School Diploma -

Parry Sound High School
06.2001

Skills

  • Highly proficient in C3, S3, Admin Apps, OPC, Microsoft Word, Teams, Excel, Outlook, CRM Platform
  • Excellent customer service & problem solving skills
  • Ability to adapt to rapidly changing situations
  • Organized, detail oriented & reliable leader
  • Self-motivated, punctual, tactful, discreet
  • Able to work independently or part of a team
  • Strong Communication
  • Financial Knowledge
  • Professionalism
  • Goal setting
  • Compliance

Languages

English
Full Professional

Volunteer

Junior Achievements

Volunteer

Junior Achievements

Timeline

Personal Banker

TD Canada Trust
08.2022 - Current

Banking Advisor

Royal Bank Of Canada
11.2021 - 08.2022

Personal Banking Associate

TD Canada Trust
04.2019 - 11.2021

Customer Experience Associate

TD Canada Trust
07.2008 - 04.2019

High School Diploma -

Parry Sound High School

Certificate In Financial Services Advice (CFSA) -

Canadian Securities Institute

Investment Funds In Canada (IFC) -

Canadian Securities Institute

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Kristie Calway