Megan Young
Ottawa,ON
Summary
Experienced banking professional with a strong background in client relationship management and comprehensive knowledge of financial products. Recognized for a collaborative approach and consistent track record of achieving results in fast-paced and ever-changing environments. Proficient in providing financial advice and adept at adapting to the evolving needs of customers. High expertise in regulatory compliance and branch operations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
Toronto-Dominion Bank
05.2023 - Current
- Develop and maintain strong customer relationships, providing exceptional service and advice.
- Work with a sales team to collaboratively reach targets, consistently exceeding personal goals.
- Collaboration with other departments to confirm compliance with banking procedures and regulations.
- Process customer applications and approved loans in accordance with bank policy.
Customer Experience Associate
Toronto-Dominion Bank
12.2020 - 05.2023
- Processed financial transactions as per standardized operating procedures, industry regulations and TD's code of Conduct and Ethics.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and service and by creating welcoming experiences.
- Asked customers questions to determine, verify and solve common problems.
Restaurant Hostess
Joey Restaurants
03.2022 - 09.2022
- Welcomed guests on arrival, displaying professional and friendly approach.
- Responded to guest inquiries, complaints and special requests to increase customer satisfaction, in a prompt and courteous manner.
- Managed seating chart and monitored activity in restaurant to keep constant and efficient dining flow in a very fast-paced environment.
Barista
Tim Horton's
07.2017 - 08.2020
- Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
- Controlled line and crowd with quick, efficient service.
- Maintained regular and consistent attendance and punctuality.
Education
Diploma - Business
Algonquin College
Ottawa, ON06-2026
Bachelor of Arts -
Carleton University
06.2023
High School Diploma -
St. Michael Catholic High School
06.2019
Skills
- Effective Time Management
- Conflict Resolution Strategies
- Building Client Rapport
- Regulatory Standards Compliance
- Efficiency in High-Pressure Environments
- Performance Achievement Targets
- Cross-Functional Collaboration
- Comprehensive Product Understanding
- AML Compliance Expertise
Certification
- Canadian Securities Course - Currently Enrolled
Languages
English
Native or Bilingual
French
Professional Working
Timeline
Personal Banking Associate
Toronto-Dominion Bank
05.2023 - Current
Restaurant Hostess
Joey Restaurants
03.2022 - 09.2022
Customer Experience Associate
Toronto-Dominion Bank
12.2020 - 05.2023
Barista
Tim Horton's
07.2017 - 08.2020
Bachelor of Arts -
Carleton University
High School Diploma -
St. Michael Catholic High School
Diploma - Business
Algonquin College
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