Summary
Overview
Work History
Education
Skills
Languages
Timeline
Community Involvement
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Mahkam Sadjadi

Toronto,Canada

Summary

Client-focused banking professional with frontline experience at TD Canada Trust and over 7 years of customer service experience. IFIC Certificate holder, with strong skills in needs-based conversations, everyday banking solutions, and building trusted client relationships. Solid understanding of deposit products, digital banking, and compliance standards. Highly motivated to grow within TD as a Personal Banking Advisor.

Overview

6
6
years of professional experience

Work History

Customer Experience Associate

TD Canada Trust
01.2024 - Current
  • Support customers with daily banking transactions and account inquiries in a fast-paced branch environment.
  • Conduct needs-based conversations to identify customer goals and recommend appropriate banking solutions.
  • Promote TD digital banking tools to enhance customer convenience and engagement.
  • Resolve customer concerns while adhering to AML, privacy, and compliance requirements.

Customer Service Representative

PMP Design Group
01.2020 - 01.2021
  • Handled high volumes of customer inquiries via phone, email, and live chat.
  • Resolved issues efficiently while maintaining high customer satisfaction.
  • Promoted products and services aligned with customer needs.

Education

Investment Funds in Canada (IFC) -

Canadian Securities Institute
01.2024

Professional Excellence in Financial Services Bridging Program - undefined

Seneca College
01.2024

Advanced Project Management Certificate - undefined

Schulich York University
01.2023

Customer Service Program, Enhanced Language Training - undefined

COSTI
01.2022

Bachelor of Industrial Engineering -

Amir Kabir University
Iran

Skills

  • Needs-Based Client Conversations
  • Client Relationship Building
  • Personal Banking Products (foundational)
  • Credit & Referral Awareness
  • Customer Experience Excellence
  • Risk, Privacy & Compliance Awareness

Languages

English
Farsi

Timeline

Customer Experience Associate

TD Canada Trust
01.2024 - Current

Customer Service Representative

PMP Design Group
01.2020 - 01.2021

Professional Excellence in Financial Services Bridging Program - undefined

Seneca College

Advanced Project Management Certificate - undefined

Schulich York University

Customer Service Program, Enhanced Language Training - undefined

COSTI

Investment Funds in Canada (IFC) -

Canadian Securities Institute

Bachelor of Industrial Engineering -

Amir Kabir University

Community Involvement

Willowdale Christian Reformed Church, Volunteer, 2020, Present,

Supported seniors, newcomers, and Farsi-speaking community members through guidance and service support.

Mahkam Sadjadi