Renisa Ibrahimi
Personal Banker
Summary
Dedicated financial professional with proven success in managing teams, overseeing branch operations, and building customer relationships. Skilled in delivering tailored financial services, achieving strong sales results, and maintaining regulatory compliance to meet business objectives and enhance client experience.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Personal Banker
TD Canada Trust
09.2022 - Current
- Deliver tailored financial solutions by assessing client needs and recommending suitable investment and credit options.
- Deepen client relationships by conducting regular portfolio reviews.
- Process complex credit applications, including mortgages, refinances, bridge loans, and rental properties.
- Ensure regulatory compliance in all documentation and client interactions to uphold standards and mitigate risk.
- Refer clients to appropriate wealth management services to address advanced financial requirements.
- Leverage my management experience to deliver peer coaching and mentorship, sharing knowledge to support team development and enhance performance.
Manager Customer Experience II
TD Canada Trust
08.2021 - 09.2022
- Led and mentored the team to deliver outstanding customer experiences while achieving operational excellence and supporting professional development goals.
- Delivered regular, actionable feedback to enhance team skills and drive consistent high performance.
- Assisted in resolving customer concerns, taking responsibility for escalations to achieve resolution and satisfaction.
- Managed and coordinated daily administrative activities to ensure efficient branch operations.
- Optimized workflows by delegating tasks effectively and addressing operational challenges.
- Encouraged a culture of teamwork and inclusivity while ensuring policies, procedures, and standards were consistently followed.
Lead Customer Experience Associate
TD Canada Trust
01.2020 - 08.2021
- Managed opening and closing procedures as a senior designated officer, including cash verification and preparation of shipments
- Performed accurate cash and non-cash transactions, ensuring compliance and proper reconciliation.
- Assisted customers with inquiries, identified needs, and referred them to appropriate team members or services
- Acted as the primary point of contact for frontline issues, managing escalations and ensuring timely resolution
Customer Experience Associate
TD Canada Trust
02.2019 - 01.2020
- Processed a variety of financial transactions with accuracy while ensuring exceptional customer service.
- Engaged customers to identify financial needs, recommend products, and refer to Advisors when appropriate.
- Exceeded sales and referral goals, contributing to branch objectives and team success.
- Resolved customer inquiries and concerns promptly, escalating issues when necessary.
- Managed secure desk operations, including cash balancing and reconciliation, in compliance with policies.
Education
Bachelor Degree - Telecommunication Engineering
Polytechnic University of Tirana
10.2011 - 10.2015
Skills
Customer Service
Financial Advisory
Team Leadership
Sales and Business Development
Branch Operations Management
Problem Solving
Risk Management
Coaching
Certification
Canadian Securities Course
Accomplishments
Q2 Quarterly Spotlight Winner- PB
Q2 Quarterly Spotlight Winner- MCE
Timeline
Personal Banker
TD Canada Trust
09.2022 - Current
Canadian Securities Course
09-2022
Manager Customer Experience II
TD Canada Trust
08.2021 - 09.2022
Lead Customer Experience Associate
TD Canada Trust
01.2020 - 08.2021
Customer Experience Associate
TD Canada Trust
02.2019 - 01.2020
Bachelor Degree - Telecommunication Engineering
Polytechnic University of Tirana
10.2011 - 10.2015
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