Ruth Goitom
Calgary,AB
Summary
I am self-motivated and progress-driven employee. I have been working for TD Canada Trust since 2007 as a teller and then moved to a Customer Relations in 2014 where executed my responsibility in lobby leadership and managing the calendrer and appointment for the sales team.
I actively manage my career, seeking to expand my duties and challenges in each appointment. I am currently working as a Financial Advisor previously since 2016. Instance my contribution to my branch include:
• I participate fully as a team; help build a positive and diverse work environment.
• Act as a point of contact for the frontline staff in handling customer problems.
• Advised customers with financial solutions from a range of available investment and credit banking solutions. And I worked hard and managed to exceeded quarterly business goals with personal lending and Investment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Account Manager
Canadian Western Bank
06.2022 - Current
I managed and looked after 234 clients accounts including their investment and credit needs.
Financial Advisor
TD Bank
02.2019 - Current
- Took a proactive approach to discovering, listening and understanding customer needs
- Built customers comprehensive plans using a holistic approach to help achieve their goals
- Coordinate with middle and back office to ensure client requests are executed in a timely manner for personal real estate lending application
- Provide and recommend mutual fund and term investments solution and execute transaction on behalf of the client.
Financial Services Representative
TD Bank
09.2015 - 02.2019
- Provide high quality customer service
- Meet with all new and existing clients
- Coordinate with middle and back office to ensure client requests are executed in a timely manner
- Provide and recommend different products and term investments solution and execute transaction on behalf of the client.
Customer Service Representative
TD Bank
12.2007 - 09.2015
- Providing front line customer service support
- Handle various accounting transaction and reconciliation tasks
- Market various bank products to customers based on customer profile
- Provide account status data and handle phone inquiries
- Authorize check clearances and assist in balancing of branch general ledger accounts
- Appointed to provide service to all business clients at the branch as result of strong customer service performance.
Education
Certificate - IFIC
Canadian Securities Institute
Calgary, AB09.2015
Skills
- Banking
- Financial Services
- Financial Planning
- Business Development
- Financial Analysis
- Microsoft Office
Languages
English
Professional Working
Amharic
Professional Working
Tigreja
Professional Working
Certification
INVSTMENT FUND IN CANADA(IFC), 09/01/15, Present, Licensed to advice and recommend Mutual Fund portfolio.
Timeline
Personal Account Manager
Canadian Western Bank
06.2022 - Current
Financial Advisor
TD Bank
02.2019 - Current
Financial Services Representative
TD Bank
09.2015 - 02.2019
Customer Service Representative
TD Bank
12.2007 - 09.2015
Certificate - IFIC
Canadian Securities Institute