Results-driven individual with comprehensive experience in account management, focusing on building strong client relationships and driving business growth.
Overview
18
18
years of professional experience
Work History
Regional Manager Professional Banking
TD Bank
03.2023 - Current
Meet and exceed sales targets by maintaining a strong pipeline management process.
Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Secured key accounts with customized presentations showcasing unique value propositions tailored to prospective clients'' needs.
Boosted brand growth by devising strategic network and marketing tactics.
Build and maintain long-term relationships with clients, understanding their financial goals and challenges.
Build a strong referral network through partnerships with industry associations, accountants, and lawyers.
Attend industry event, conferences, and seminars to promote the bank's offerings.
Commercial Banking Associate
TD Bank
04.2022 - 03.2023
Conducted comprehensive financial analyses for credit applications, evaluating borrower creditworthiness according to established guidelines.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Monitored client accounts to ensure compliance with regulatory and internal guidelines.
Supported the execution of financial transaction, including loans, lines of credit and other banking products.
Account Manager Small Business
TD- Coal Harbour
07.2016 - Current
Consistently make my goal and exceed it every quarter to contribute to achievement of overall team and individual objectives.
Service High Net Worth clientele by providing advice and solutions to suit their business banking needs and identify opportunities to refer to One TD Partners.
Q2 Pacific Region SBB recognition
Participate in branch meetings and OneTD meetings to represent Small business Banking.
Actively look for new opportunities to enhance TD brand in community
Provide legendry customer experience for each client interaction
Recognized in Pacific Business banking spotlight for executing with speed and impact
Recognized by TD Commercial, National Real Estate Group for for delivering on OneTD approach to meet clients needs and deliver legendary experience.
Provide guidance, support and coaching to branch colleagues on business banking products and services
Mentor new team members
Develop strong relationships with Retail, Commercial and Wealth Partners.
Use centers of influence to consistently drive new business.
Use Business Portfolio list to find, build and maintain client relationships
Consistently provide great customer experience to contribute to overall team and individual LEI objectives.
Manager of Customer Experience
TD - Burrard and Davie
02.2013 - 07.2016
Supportively directed a team of Customer Service Representatives, customer relations coordinators
Acted as Assistant Branch Manager
Reviewed and released credit deals
Was part of the LGBTQ2 community and Persian New Year Committee
Made an impact in the amount of referrals to sales and partners
Implemented new R&R program to increase LEI results
Onboarded new employees, including training mentoring and new hire documentation
Small Business Account Manager
TD- West Side Drive
11.2011 - 02.2013
Was recognized for most Financial Planning and Sales referrals
Approached centres of influence on weekly basis and brought more business for the branch
Worked closely with Commercial and Agricultural partners to find new opportunities
Networked at Prairie Chamber of Commerce
Productively asked for business
Financial Advisor
TD- West Side Drive
02.2010 - 02.2011
High results in credit protection
Moved over large amount of mortgages from different institutions by simply completing a personal assessment
Constantly analyzed clients current situation and offered solutions that provided to be rewarding for the client
Kept myself updated with product and services from different institutions to provide better service to my clients
Financial Advisor
TD- Park Royal
01.2009 - 02.2010
Transferred into this position after being hired as a Financials Advisor Trainee
Customer Service Representative
TD- Norgate
08.2006 - 01.2009
Over exceeded sales goal every quarter
Provided advice and recommendations to clients and found Opportunities to refer to Advice team
Education
Certificate - Branch Compliance Officer's Course
Canadian Securities Institute
Vancouver, BC
09.2011
Certificate - Professional Financial Planning
Canadian Securities Institute
Vancouver, BC
09.2010
Certificate - Canadian Securities Course
Canadian Securities Institute
Vancouver, BC
09.2009
BBA - Business Administration
Capilano University
North Vancouver, BC
06.2009
Skills
Excellent interpersonal and communication Skills
Inspires others with enthusiasm, positive attitude and high energy
Deliver strong business results
Can manage numerous simultaneous tasks
Goal-oriented
Strong customer relations
Self starter with proven track record of achievement