Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Timeline
Generic

Priyanka Dhiman

Mississauga

Summary

Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker / Investment Consultant

TD
12.2024 - Current
  • Assist clients with real estate investment strategies, mortgage applications, and lending solutions tailored to their financial goals.
  • Conduct in-depth financial assessments to identify client needs and recommend appropriate banking, lending, and investment products.
  • Develop and maintain strong client relationships through personalized financial plans and consistent follow-up.
  • Ensure compliance with regulatory requirements and maintain accurate records for all transactions and client interactions.
  • Resolve client concerns promptly, providing solutions to enhance their overall banking experience.

Personal Banking Associate

TD
07.2022 - 12.2024
  • Assisted clients with opening and closing accounts, applying for loans, and managing their finances.
  • Conducted financial assessments to identify client needs and recommended appropriate financial products and services.
  • Resolved customer complaints and inquiries in a timely and professional manner.
  • Achieved sales targets by promoting bank products and services to clients.

Supervisor

St. Louis Bar & Grill
06.2019 - 05.2022
  • Trained and supervised staff members, ensuring they provided prompt and courteous service to customers.
  • Managed inventory, ordering and stocking supplies as needed, while minimizing waste and maximizing profitability.
  • Planned and coordinated events, including private parties and catering orders, while ensuring customer satisfaction.
  • Maintained a clean, safe, and welcoming environment for customers and employees, ensuring compliance with health and safety regulations.
  • Resolved customer complaints and inquiries in a timely and professional manner.
  • Achieved sales targets by promoting menu items and specials to customers.

Hostess Server

Mandarin Restaurants Corporation
06.2018 - 08.2020
  • Greeted and seated guests, ensuring they were comfortable and had a positive first impression of the restaurant.
  • Took and delivered food and drink orders, ensuring accuracy and timeliness.
  • Answered questions about menu items and made recommendations based on guest preferences.
  • Maintained a clean, organized, and welcoming environment for guests and employees, ensuring compliance with health and safety regulations.
  • Processed payments and reconciled cash and credit card transactions, while maintaining accuracy and security.
  • Assisted other team members as needed, such as bussing tables or preparing drinks.

Education

Bachelor of Arts - BA - Political Science and Government

Brock University

Skills

  • Digital Education
  • Personal Banking
  • Interpersonal Skills
  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Client relationship management

Certification

  • Emergency First Aid: CPR + AED, Saint John Ambulance - April 2023
  • Investment Funds in Canada, Canadian Securities Institute - September 2024

Awards

  • F'23 Q3 Quarterly spotlight, Excellence Program - District Award
  • F'24 Q2 Quarterly spotlight, Excellence Program - District Award

Languages

English

Timeline

Personal Banker / Investment Consultant

TD
12.2024 - Current

Personal Banking Associate

TD
07.2022 - 12.2024

Supervisor

St. Louis Bar & Grill
06.2019 - 05.2022

Hostess Server

Mandarin Restaurants Corporation
06.2018 - 08.2020

Bachelor of Arts - BA - Political Science and Government

Brock University

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Priyanka Dhiman