Tamana Wali
Oshawa,ON
Summary
Customer-focused banking leader with 14+ years of progressive experience across branch management, financial advice, client experience, and retail banking operations. Known for building accountable teams, executing business plans, strengthening client relationships, and maintaining disciplined risk and compliance standards.
Overview
5
5
Languages
3
3
Certification
14
14
years of professional experience
Work History
Branch Manager
BMO
Whitby, Ontario
07.2024 - 04.2026
- Oversaw daily branch operations, enhancing customer service and ensuring compliance with risk management standards.
- Executed branch business plans in sales, service, lending, and investments, while ensuring adherence to disciplined controls.
- Coached colleagues in advice-based conversations and needs discovery, strengthening client relationships and increasing solution adoption.
- Handled complex client escalations while balancing client outcomes, policy requirements, and risk.
- Built team capability through coaching, performance conversations, collaboration, and accountability.
- Supported audit and compliance readiness across lending, investments, transactions, and frontline processes.
Personal Banker / Financial Advisor
TD Canada Trust
Ajax
04.2022 - 07.2024
- Identified lending and investment opportunities that addressed client needs through structured conversations and discovery.
- Delivered personalized financial advice that enhanced client satisfaction and aligned with specific goals and risk considerations.
- Partnered across the branch to support business growth, service excellence, and consistent client outcomes.
- Coached colleagues on collaboration and effective client-conversation practices to improve service delivery.
Manager of Customer Experience
TD Canada Trust
Ajax
02.2019 - 04.2022
- Led client experience and operational execution across a busy retail banking environment.
- Enhanced service consistency and operational efficiency through structured routines, coaching, and performance follow-up, resulting in a more reliable customer experience.
- Bolstered audit readiness and compliance execution while upholding a client-first environment, ensuring adherence to regulatory standards.
- Elevated team capability through structured coaching, feedback, and role-model leadership, fostering a culture of continuous improvement.
Education
Advanced Diploma - Business Administration
Centennial College
Scarborough, ONSkills
- Branch management
- Lending analysis
- Lending compliance
- Audit compliance
- Risk management
- Investment management
- Client relationship management
Languages
English
Full Professional
Hindi
Professional
Farsi
Full Professional
Dari
Full Professional
Urdu
Professional
Certification
- IFIC
- Branch Compliance Officer
- Financial Planning 1
- Personal Financial Services Advice
- Retirement Planning (AMFA Program)
Accomplishments
- Branch Manager Quarterly Spotlight Winner Q4 F25
- Personal Banker 2023 Legends Recipient
- Customer Experience Associate 2013 Champions Club Winner
Timeline
Branch Manager
BMO
07.2024 - 04.2026
Personal Banker / Financial Advisor
TD Canada Trust
04.2022 - 07.2024
Manager of Customer Experience
TD Canada Trust
02.2019 - 04.2022
Advanced Diploma - Business Administration
Centennial College