Nadia Loupeda
Kelowna,BC
Summary
Results-driven financial professional with a proven track record at TD Bank, delivering high-impact client advisory, and relationship management solutions. Recognized for leading with integrity, strengthening long-term client engagement, and driving retention through tailored, data-informed solutions. Multilingual and analytically strong, I contribute to business growth while navigating complex, diverse client needs. Committed to leadership development and professional excellence, I am pursuing the CFA designation and actively engaging with organizations such as JCI and Accelerate Okanagan to apply real-world insights and expand my strategic perspective.
Overview
6
6
years of professional experience
5
5
Certifications
Work History
Personal Banking Associate
TD Bank
Kelowna, BC
10.2024 - Current
- Opened accounts, ensuring a comprehensive understanding of products.
- Processed unsecured personal lending applications, resulting in improved approval rates for qualified clients.
- Delivered LTMF and GIC investment advice while complying with TDIS regulations.
- Identified potential referrals to enhance business growth and client engagement.
- Strengthened client retention through exceptional relationship management and timely problem resolution.
- Guided customers in understanding banking products for better decision-making.
Health, Fitness, & Membership Coach
YMCA Of Southern Interior BC
12.2021 - Current
- Supported members in adopting healthier habits to decrease health risks.
- Conducted assessments and screenings to determine individual service needs and risk factors.
- Promoted and managed health programs to reach established health target goals.
- Monitored strategic effectiveness by collecting baseline and progress surveys for health education initiatives.
Customer Experience Associate
TD Bank
Kelowna, British Columbia
12.2023 - 10.2024
- Created an exceptional customer experience for every customer, and supported the achievement of business objectives by supporting advice goals.
- Completed a broad range of financial transactions (e.g., deposits, withdrawals, and bill payments) accurately and efficiently.
- Identified customer needs and determined solutions to customer problems.
- Promoted products, advice, services, and banking capabilities.
- Participated fully as a member of the team, promoting team effectiveness and a positive, diverse work environment.
- Acted as a brand champion for my business area, function, and the bank, both internally and externally.
Sales Representative
Winners TJX
06.2020 - 08.2022
- Oversaw cash and credit transactions.
- Developed and implemented sales strategies to drive profits.
- Enhanced customer connections and optimized client experience by providing support for diverse inquiries, fostering strong customer relationships.
- Trained and mentored colleagues.
Student Orientation Leader
University of British Columbia
09.2020 - 09.2021
- Facilitated newcomers' transition into university.
- Built community bonds by coordinating various social activities to promote interactions and rapport.
- Mentored students in balancing responsibilities, health, and relationships.
Education
Bachelor of Arts - Economics
University of British Columbia
Kelowna, BC06.2023
High School Diploma -
American International School of Bamako AISB
Mali06.2018
Skills
- Leader and innovator
- Adaptable and flexible
- Self-starter
- Data proficient and analytical
- Project manager and team player
- Customer service expert
- Proficient communicator and problem solver
- Multilingual (French, English, Fon, Spanish)
- Technology and banking software
- Financial advising
Accomplishments
Entrepreneurial Programs
January 2023 - April 2023 Kelowna, BC
University of British Columbia (Entrepreneurship@UBCO)
• Develop team leadership and project management skills and engage with various stakeholders to mobilize support for the achievement of common goals.
• Participate in various entrepreneurial programs and assist the management of various startup projects as part of an extensive learning program.
• Coordinate a team of prospective entrepreneurs for the successful development of six projects.
• Develop operational initiatives to facilitate business model planning and business sustainability.
January 2023 - April 2023 Kelowna, BC
University of British Columbia (Entrepreneurship@UBCO)
• Develop team leadership and project management skills and engage with various stakeholders to mobilize support for the achievement of common goals.
• Participate in various entrepreneurial programs and assist the management of various startup projects as part of an extensive learning program.
• Coordinate a team of prospective entrepreneurs for the successful development of six projects.
• Develop operational initiatives to facilitate business model planning and business sustainability.
Certification
CFA L1 - CFA Institute
Currently in progress
Currently in progress
Languages
French
Native/ Bilingual
English
Native/ Bilingual
Spanish
Elementary
Affiliations
Junior Chamber International (JCI) Kelowna Member
Timeline
Personal Banking Associate
TD Bank
10.2024 - Current
Customer Experience Associate
TD Bank
12.2023 - 10.2024
Health, Fitness, & Membership Coach
YMCA Of Southern Interior BC
12.2021 - Current
Student Orientation Leader
University of British Columbia
09.2020 - 09.2021
Sales Representative
Winners TJX
06.2020 - 08.2022
Bachelor of Arts - Economics
University of British Columbia
High School Diploma -
American International School of Bamako AISB