Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Luca Locilento

Woodbridge,ON

Summary

Personal Banker with over 5 years of extensive experience in client relationship management, financial planning, and team management. Proven track record at TD Canada Trust, enhancing customer satisfaction through tailored banking solutions and innovative problem-solving. Skilled in leading teams to achieve superior results in customer service and financial management.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banker

TD Canada Trust
Woodbridge, ON
12.2023 - Current
  • Managed and fulfilled client mortgage and investment requirements
  • Built strong relationships with clients to understand their financial needs
  • Worked collaboratively with the branch team
  • Solved complex financial problems to meet client needs
  • Boosted customer satisfaction through personalized banking solutions
  • Open and closed branch as a delegated senior manager

Manager of Customer Experience

TD Canada Trust
Woodbridge, ON
06.2023 - 12.2023
  • Steered teller team at TD Canada Trust
  • Enhanced customer experience
  • Implemented innovative coaching methods
  • Resolved customer service issues
  • Boosted team performance
  • Open and close branch as a delegated senior manager

Personal Banking Associate

TD Canada Trust
Woodbridge, ON
06.2019 - 06.2022
  • Managed client banking needs
  • Established and maintained both chequing and saving accounts
  • Collaborated with clients to identify optimal financial solutions
  • Ensured seamless account opening process
  • Surpassed all goals in regards to units and behaviors

Bank Teller

TD Canada Trust
Woodbridge
09.2018 - 06.2019
  • Help clients with every day banking needs
  • Efficiently processed over 50 transactions daily, enhancing customer satisfaction
  • Meticulously adhered to banking regulations, ensuring compliance and operational excellence

Education

Diploma in Business Management - Business Management

Humber College
Woodbridge, ON
05-2018

Skills

  • Banking Policies and Procedures
  • Opportunity Identification
  • Issues Resolution
  • Customer Service
  • Relationship Building
  • Regulatory Compliance
  • Transaction Processing
  • Account Maintenance
  • Banking
  • Customer Satisfaction
  • Positive Attitude
  • Teller Support
  • Banking regulations
  • Client Relationship Management
  • Professional Appearance
  • Relationship building and management

Certification

  • Investment Funds in Canada (IFIC)

Affiliations

  • TD Canada Trust CN Tower Climb - 2020
  • TD Canda Trust Winter Festival - 2023

Timeline

Personal Banker

TD Canada Trust
12.2023 - Current

Manager of Customer Experience

TD Canada Trust
06.2023 - 12.2023

Personal Banking Associate

TD Canada Trust
06.2019 - 06.2022

Bank Teller

TD Canada Trust
09.2018 - 06.2019

Diploma in Business Management - Business Management

Humber College
Luca Locilento