Sarah Burton
Windsor,ON
Summary
Skilled Private Client Service Associate with over 6 years experience in retail banking, investment and savings, and personal credit, progressing through positions of increasing responsibility and establishing continuous record of success.
Overview
6
6
years of professional experience
Work History
Private Client Service Associate
TD Wealth - Private Investment Counsel
06.2022 - Current
- Assist the portfolio manager with time sensitive administration requests with precision and efficiency
- Provide comprehensive relationship management services for ultra high net worth clients
- Facilitate the onboarding process for new clients while maintaining existing accounts and relationships
- Execute trades on both equity and fixed income markets, demonstrating adeptness in navigating financial transactions
Personal Banking Associate
TD Canada Trust
10.2021 - 06.2022
- Contribute to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth
- Promote full suite of every day products, advice, services, and banking capabilities, ensuring comprehensive support in addressing their financial needs
- Offer tailored recommendations on diverse credit products based on the unique requirements of each client and utilize client information to structure credit deals
- Support the timely and accurate completion of business processes and procedures
- Ensure documentation that is prepared and completed is accurate and properly reflects customer or business intentions and is consistent with relevant rules and regulations
Lead Customer Experience Associate
TD Canada Trust
02.2019 - 10.2021
- Provide expert recommendations on a range of personal banking products, investment options, and credit products
- Facilitate referrals to specialized advisors based on individual client requirements
- Oversee Customer Experience Associates, providing guidance in training, and onboarding processes for new staff members
- Analyze branch cash flow to ensure adequate cash is available to meet customer needs
Customer Experience Associate
TD Canada Trust
12.2017 - 02.2019
- Conduct retail financial transactions with proficiency on a daily basis
Skills
- Investment and savings expertise
- Personal credit expertise
- Customer and personal service
- Time management and organization
- Administration and management
- Judgement and decision making
- Communication
- Training and coaching
Timeline
Private Client Service Associate
TD Wealth - Private Investment Counsel
06.2022 - Current
Personal Banking Associate
TD Canada Trust
10.2021 - 06.2022
Lead Customer Experience Associate
TD Canada Trust
02.2019 - 10.2021
Customer Experience Associate
TD Canada Trust
12.2017 - 02.2019
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