Summary
Work History
Education
Skills
Languages
Timeline
Generic

Susan Taylor

London,ON

Summary

Dynamic banking professional with proven success at Royal Bank & TD Bank, excelling in relationship building and customer satisfaction. Expert in managing diverse portfolios and resolving complex issues, enhancing client retention. Strong sales expertise complemented by meticulous attention to detail, driving new business through tailored financial solutions.

Work History

Personal Banker

TD Bank
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Commercial Bankjng Account Manager

Royal Bank of Canada
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Negotiated contract terms with clients, securing favorable agreements for both parties.

Senior Treasury Specialist

Toyal Banknof Canada
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Education

Bachelor Of Education - Education

University of Alberta
Edmonton, None
06.1982

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Positive attitude
  • Proficient in Microsoft suite of Office applications
  • Cash handling
  • Fraud prevention
  • Sales expertise
  • Attention to detail
  • Relationship building and management

Languages

English
Native or Bilingual

Timeline

Personal Banker

TD Bank

Commercial Bankjng Account Manager

Royal Bank of Canada

Senior Treasury Specialist

Toyal Banknof Canada

Bachelor Of Education - Education

University of Alberta

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Susan Taylor