Palwasha Zerghune
Ajax,Ontario
Summary
Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at developing colleagues and understanding processes while conducting day to day branch choreography.
Overview
6
6
years of professional experience
Work History
Personal Banker
TD Canada Trust
Pickering, ON
03.2022 - Current
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies through the use of custom visual aids
- Leveraging S.M.A.R.T in personal coaching and team development
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Networked in community, obtained referrals from customers and used sales techniques to increase business through the TD Framework.
Personal Banking Associate
TD CANADA TRUST
SCARBOROUGH
08.2019 - 02.2022
- Top Delegate at the SNAP U - PBA Program
- 2 Year Branch Ambassador for United Way
- Branch Health and Safety Representative
- Enhanced productivity and customer service levels by anticipating needs and delivering consistent support to branch colleagues and customers.
- Counseled clients on financial matters and provided recommendations for products and services based on client needs and asset availability.
- Referring customers to wealth partners and leveraging in branch colleagues for investment and lending opportunities.
Customer Experience Associate, Secure Desk Operator
TD Canada Trust
Scarborough, ON
03.2018 - 08.2019
- District Champion 2019
- Quarterly Spotlight Winner
- CEA team trainer & educator
- Branch Health and Safety Representative
- Supported team with product implementation and usage and answered questions quickly and thoroughly through weekly huddles & team emails
- Utilized consultative selling techniques and product knowledge to enhance front line members
- Conducted safety meetings to improve internal safety processes.
Education
IFIC LICENSE
CANADIAN SECURITIES INSTITUTE
02-2022
Bachelor of Arts-Honour in Sociology, Law and Gender Studies -
UNIVERSITY oF TORONTO
04.2019
Skills
- Business & Customer relation development
- Customer service & client relations oriented
- Proactive and Focused
- Passionate & highly-driven
- Team Leader & Ambassador
- Problem resolution
- Goal-oriented
- Banking Policies and Procedures
Languages
Fluent in English and Pashto
Timeline
Personal Banker
TD Canada Trust
03.2022 - Current
Personal Banking Associate
TD CANADA TRUST
08.2019 - 02.2022
Customer Experience Associate, Secure Desk Operator
TD Canada Trust
03.2018 - 08.2019
IFIC LICENSE
CANADIAN SECURITIES INSTITUTE
Bachelor of Arts-Honour in Sociology, Law and Gender Studies -
UNIVERSITY oF TORONTO
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Lu ZhangLu Zhang
Personal Banking Associate at TD Canada TrustPersonal Banking Associate at TD Canada Trust
Anusan KannathasAnusan Kannathas
EMERGENCY ADVISOR at OnStarEMERGENCY ADVISOR at OnStar