Summary
Overview
Work History
Education
Skills
Timeline
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Shalu Jerry

PETERBOROUGH,ON

Summary

Passionate and results-driven banking professional with over three years of progressive experience at TD, excelling in customer engagement, team collaboration, and personalized financial solutions. Recognized for driving top performance in client experience and growth. Expertise in credit and lending, combined with strong leadership skills, drives exceptional client engagement and business growth. Seeking to leverage relationship management expertise and team leadership into the Manager, Customer Experience role.

Overview

4
4
years of professional experience

Work History

Personal Banker

TD Bank
Peterborough, Canada
01.2023 - Current
  • Recognized as a Top Growth Scorecard Performer for excellence in customer engagement and solution delivery.
  • Conducted in-depth financial reviews, provided lending solutions, and personalized financial advice.
  • Built strong client relationships, increasing product penetration and retention.
  • Actively prospected for new business opportunities through referrals, branch leads, and local networking.
  • Ensured full regulatory compliance and documentation accuracy for credit and investment products.
  • Built strong relationships with small business owners by identifying opportunities and recommending suitable business banking products.
  • Mentored frontline staff in handling customer inquiries and escalations.

Personal Banking Associate

TD Bank
Peterborough, Canada
07.2021 - 12.2022
  • Managed day-to-day banking needs and offered lending and investment advice to retail clients.
  • Supported client onboarding and identified cross-sell opportunities.
  • Processed financial transactions, loan applications, and investment setups with accuracy.
  • Promoted TD financial products through personalized client conversations and in-branch marketing.

Education

Post Graduate Diploma - Global Business Management

Fleming College
Peterborough, ON
01.2021

Bachelor’s in Commerce - Finance

University of Kerala
India
01.2019

Skills

  • Leadership & Team Coaching
  • Customer Relationship Excellence
  • Conflict Resolution & Problem Solving
  • Credit & Lending Knowledge
  • Regulatory Compliance & Risk Management
  • Performance-Driven Sales Support
  • Time Management & Organization
  • TD systems and digital tools proficiency

Timeline

Personal Banker

TD Bank
01.2023 - Current

Personal Banking Associate

TD Bank
07.2021 - 12.2022

Post Graduate Diploma - Global Business Management

Fleming College

Bachelor’s in Commerce - Finance

University of Kerala

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Shalu Jerry