Tanvir Singh

• Nurture strong and long-lasting relationships with 250+ clients
• Grew branch's client book by onboarding 100+ new clients
• Assist clients with mortgage applications (Primary Residence, Rental Properties, Refinance, First Time Home Buyers)
• Provide clients with assistance in retirement planning, estate planning investment advice, and overall support managing their finances
• Develop, retain, and grow client relationship by preparing customize financial solutions for each client
• Use financial planning tools to provide quality banking/investment solutions to clients based on their needs, goals, and lifestyle
• Assess clients' objective, risk profile, time horizon, and liquidity requirements to implement suitable asset allocation strategies

• Currently at % Fiscal 2023 YTD Goal
• Process 50+ onboarding applications (new accounts & credit applications) following the bank’s sales practice
• Performed 100+ loan/mortgage payouts and incoming/outgoing wires demonstrating high degree of accuracy
• Solve complex account and service issues with the excellent knowledge of Scotiabank policies and products
• Discovered referral opportunities for advisors to help deepen client relationship and support branch business growth
• Proactively shadow Financial Advisors to expand knowledge on Scotiabank products and have better understanding about the sales aspect of the branch (Day-to-Day, Borrowing & Investment Products).

• Ranked #3 for cPulse Top Individual in Fiscal 2023 Quarter 2
• Surpassed Fiscal 2022 goals by 134%
• Opened 20+ bank accounts (Chequing, Savings, Student and Refugee Accounts)
• Assisted 30+ clients daily with their day-to-day banking transactions (deposits, withdrawals, transfers, drafts) assuring customer satisfaction
• Ensured that documentation/paperwork was retained and completed for required transactions (Contras, Debit/Credit Memos, Draft Slips)
• Provided suitable solutions/recommendations to clients’ financial needs and inquiries by being well-versed with Scotiabank’s products (features and prices) and different channels of banking
• Adhered to banking regulations, internal policies, and procedures while conducting any activities
• Followed AML and KYC guidelines to maintain security and confidentiality of customer information.

• Trained new employees on register operation and cash handling procedures, helping them achieve optimal performance
• Effectively managed and maintained order accuracy during high traffic period while providing excellent customer service
• Utilized the point-of-sale system to process 100+ orders per shift and accurately handled the payments, ensuring $0 cash discrepancy.