Summary
Overview
Work History
Education
Skills
Websites
Certification
Volunteer Experience
Languages
Timeline
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Rachit Rawat

Victoria,Canada

Summary

Analytical and client-focused finance professional with over six years of experience across retail banking, financial operations, and regulatory compliance. Proven record of delivering reliable service, managing complex client relationships, and supporting risk-sensitive functions with precision and integrity. Adept at working independently and collaboratively to meet tight deadlines, manage shifting priorities, and produce high-quality outputs in fast-paced environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Personal Banker

TD Bank
Victoria, Canada
07.2024 - Current
  • Coached teams to deliver tailored advice, enhancing customer experience and bank profitability.
  • Collaborated with cross-functional teams to develop customized financial solutions.
  • Established strong customer relationships through exceptional service, driving increased sales opportunities.
  • Served as subject matter expert on products, services, policies, and procedures for staff and customers.
  • Performed comprehensive financial reviews, providing recommendations based on individual customer circumstances.

Personal Banking Associate

TD Bank
Victoria, Canada
08.2023 - 07.2024
  • Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions.
  • Helping customers with opening bank accounts, credit cards, unsecured lines of credit, and handling estates.
  • Maintain up-to-date knowledge of personal banking products, procedures, and trends, and incorporate them into meaningful conversations with intended customers to create positive client engagement.
  • Increasing customer confidence by providing the right product to the right customer.
  • Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues, and report non-standard matters to management.

Customer Experience Associate

TD Bank
Victoria, Canada
03.2022 - 08.2023
  • Proactively engage in offering advice and guidance to customers about various innovative and digital banking channels.
  • Maintain up-to-date knowledge of personal banking products, procedures, and trends, and incorporate them into meaningful conversations with intended customers.
  • Deliver a legendary customer experience.
  • Helping the management with compliance tasks.
  • Led new client acquisition while increasing client satisfaction by delivering a legendary customer experience.

CS & O Analyst – Anti Money Laundering

NatWest Group
New Delhi, India
07.2018 - 01.2021
  • Analyzing global clients against money laundering key metrics, and recommending further action by identifying trends.
  • Translating data from multiple sources into useful information and business drivers utilized by senior management for strategic decisions.
  • Providing timely, relevant, and accurate reports and analysis to facilitate decision-making.
  • Ensuring regulatory compliance and adhering to compliance policies.

Education

Masters - Global Management

Royal Roads University
Victoria, BC
05.2023

Bachelors - Business Administration

Guru Gobind Singh Indraprastha University
New Delhi
07.2018

Higher Secondary Education - Commerce

Sardar Patel Vidyalaya
New Delhi
03.2015

Skills

  • Conflict resolution and management
  • Credit and risk assessment
  • Regulatory compliance
  • Effective communication
  • Attention to detail
  • Client engagement and service excellence

Certification

  • Investments Funds In Canada (IFIC), Demonstrated comprehensive understanding of Canadian investment products and regulations.
  • Aptech Smart Accountant, Navigating Excel and Tally Software.

Volunteer Experience

  • TD Tree Days
  • Project Citizen
  • Times of India Literature Festival
  • India – Africa Summit

Languages

English
Full Professional
Hindi
Professional

Timeline

Personal Banker

TD Bank
07.2024 - Current

Personal Banking Associate

TD Bank
08.2023 - 07.2024

Customer Experience Associate

TD Bank
03.2022 - 08.2023

CS & O Analyst – Anti Money Laundering

NatWest Group
07.2018 - 01.2021

Masters - Global Management

Royal Roads University

Bachelors - Business Administration

Guru Gobind Singh Indraprastha University

Higher Secondary Education - Commerce

Sardar Patel Vidyalaya

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Rachit Rawat