Summary
Overview
Work History
Education
Skills
Accomplishments
Community Service
CONFERENCE AWARD. LEO RECIPIENT
Timeline
Generic

Narendra Troy Mangru

Edmonton,Canada

Summary

Strong banking industry and product knowledge with over 17 years of experience Successfully managed a customer service team of 6 to 15 Actively build and deepen relationships within the community High staff retention and advancement Mobile and digital banking channel knowledge & coaching

Branch operations professional with focus on efficiency and results. Adept at managing day-to-day activities and addressing customer needs effectively. Known for fostering team collaboration and adapting to changing demands seamlessly. Strong organizational skills and attention to detail valued by employers.

Overview

21
21
years of professional experience

Work History

BRANCH ASSISTANT MANAGE

ROYAL BANK OF CANADA
04.2022 - Current
  • Handled account opening procedures thoroughly verifying required documentation reducing risk factors.
  • Assisted in preparing monthly reports detailing branch performance metrics showcasing areas of strength as well as improvement.
  • Coordinated appointment scheduling for clients seeking consultations with financial advisors or loan officers.
  • Provided support during audits, ensuring all documentation was readily available for review by external parties.
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.

Financial Advisor

TD Canada Trust
01.2019 - Current
  • Experience ranging from investing (short and long term), personal secured lending (mortgages and home refinance) and credit protection to small business account opening and borrowing. This role has prepared me to listen, understand, show empathy and deliver a solution that is best suited to the customer’s need.
  • Referrals to partners high net worth customer for premium services that includes tax planning, investing, retirement and estate planning.
  • Maintain daily customer contact for mortgage, GIC renewals and MF Annual Customer profile updates.
  • Maintain bank courses to meet annual certification and compliance.
  • Regular review of branch safety protocols.
  • Successful completion of Branch Audits and Reviews.

Teller, Manager of Customer Service, Senior Financial Advisor, Small Business Advisor

Scotia Bank
01.2004 - 01.2019
  • Wide range of banking experience from sales & service to branch administration, recruiting, coaching, administration, leadership and management.
  • Assessed quality of referrals and delivered outstanding sales exceeding target by 200%.
  • Staff recruitment, training and performance reviews.
  • Train and empower team on new innovative digital strategies.
  • Maintain branch cash management at optimum levels.
  • Successful completion of branch audits and reviews.

Education

Applied Banking & Business Certificate -

NAIT

Financial Planning & Advice -

CSI

Business & Accounting - undefined

London Chamber of Commerce

Skills

  • Best of the Best Award
  • Achieved loan sales target, 200%
  • Achieved deposit and investment target, 170%
  • Achieved service activity target, 200%
  • Coaching, motivation and retention of staff
  • Strategic thinker with decisive action
  • Strong verbal and written communication skills
  • Oversee and direct team to deliver results
  • Plan, organize, coordinate for strong sales
  • Problem Solving
  • Scheduling appointments
  • Document preparation
  • Organizational expertise
  • Sales proficiency

Accomplishments

  • Achieved increased NPS through effectively team coaching.

Community Service

Sathya Sai International Organization, Edmonton, Devotional Coordinator, Edmonton

CONFERENCE AWARD. LEO RECIPIENT

For exemplarily performance and embassador for the RBC/ HSBC migration

Timeline

BRANCH ASSISTANT MANAGE

ROYAL BANK OF CANADA
04.2022 - Current

Financial Advisor

TD Canada Trust
01.2019 - Current

Teller, Manager of Customer Service, Senior Financial Advisor, Small Business Advisor

Scotia Bank
01.2004 - 01.2019

Business & Accounting - undefined

London Chamber of Commerce

Applied Banking & Business Certificate -

NAIT

Financial Planning & Advice -

CSI

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Narendra Troy Mangru