Joey Sabri
Niagara,ON
Summary
Experienced Personal Banking Associate with a strong track record of providing exceptional customer service and delivering comprehensive banking solutions. Proven expertise in opening and managing bank accounts, facilitating lending products, and handling estate-related matters. Proficient in building and maintaining strong client relationships through personalized financial guidance. Skilled in assessing customer needs, identifying opportunities for cross-selling, and achieving specific goals. Exceptional organizational and problem-solving abilities with a focus on regulatory compliance and providing legendary experiences to all customers. Seeking to leverage my skills and experience to contribute to the success of TD.
Overview
8
8
years of professional experience
Work History
Personal Banking Associate
TD Canada Trust
Stoney Creek/St. Catharines, ON
11.2020 - Current
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Opened and managed new bank accounts for customers, ensuring accurate documentation and compliance with bank policies and regulatory requirements.
- Assisted customers in selecting and applying for lending products, including credit cards, lines of credit, and personal loans, by providing product information, reviewing eligibility, and processing applications.
- Handled estate, including assisting customers with the establishment of trusts, managing accounts for beneficiaries, and facilitating the transfer of assets.
- Collaborated with internal departments, such as wealth management and mortgage lending, to provide comprehensive financial solutions to customers.
- Stayed updated on industry trends, product knowledge, and changes in banking regulations to effectively educate customers and provide personalized financial advice.
- Played a key role in the successful launch of a new branch, actively participating in branch setup, staff training, and implementing operational processes and procedures.
- Developed a diverse skill set by engaging in various aspects of branch operations, including customer onboarding, product knowledge, and process implementation.
Customer Experience Associate
TD Canada Trust
St. Catharines, ON
05.2019 - 11.2020
- Delivered exceptional service to customers in person or over telephone.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Adhered to financial services security and audit procedures.
- Directed specific questions to appropriate branch personnel.
- Received and counted daily inventories of cash, drafts and checks.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Provided guidance and support to customers in using self-service banking options such as ATMs and online banking.
- Resolved customer inquiries and concerns in a timely manner, escalating complex issues to appropriate supervisors or departments.
- Handled customer complaints courteously using appropriate techniques, problem-solving skills and follow-up logs.
General Laborer
Touch Stone Landscaping
Niagara Falls, ON
06.2018 - 09.2018
- Collaborated with team members to complete assigned tasks and meet tight deadlines.
- Performed physical activities requiring heavy lifting, walking and standing for long periods of time.
- Completed variety of physical labor tasks.
- Understood and followed oral and written directions.
- Operated and maintained a variety of equipment including hand and power tools.
- Planted trees, shrubs, bushes and flowers in decorative planters and displays.
- Followed landscaping designs to determine placement of sod, flowers or foliage.
Line Cook
Mossimos
Fonthill, ON
02.2017 - 03.2018
- Cooked multiple orders simultaneously during busy periods.
- Restocked food items throughout shift to prepare necessary ingredients for cooking and timely service.
- Kept stations stocked and ready for use to maximize productivity.
- Operated fryers and grills according to instructions to maintain safety and food quality.
- Retained consistent quality and high accuracy when preparing identical dishes every day.
- Worked with a team to be as productive and efficient as possible
Education
Bachelor of Arts - Economics
Brock University
St. Catharines, ON06.2023
High School Diploma -
Welland Centennial Secondary School
Welland, ON06.2018
Skills
- Verbal and Written Communication
- Microsoft Certified
- Customer Service
- Employee Training Assistance
- Relationship Building
- Teller Support
- Team Collaboration
- Versatility
- Adaptability
- Problem-solving
- Supervision & Leadership
- Communication and Presentation
- Technology Proficiency
- Industry Knowledge
- Credit Analysis
Languages
English
Native/ Bilingual
French
Full Professional
Arabic
Limited
Timeline
Personal Banking Associate
TD Canada Trust
11.2020 - Current
Customer Experience Associate
TD Canada Trust
05.2019 - 11.2020
General Laborer
Touch Stone Landscaping
06.2018 - 09.2018
Line Cook
Mossimos
02.2017 - 03.2018
Bachelor of Arts - Economics
Brock University
High School Diploma -
Welland Centennial Secondary School
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