Tunde Zachariah
St. John’s
Summary
High performing financial services professional with eight years of experience in business development, relationship management, client retention, churn risk management, and regulatory compliance. A comprehensive understanding of core banking systems. Technically astute and proficient in building and nurturing long-term relationships to ensure customer success. Strong track record of inspiring effective cross functional collaboration and innovative problem solving in a high-stake setting and committed to team improvement and impacting team success.
Overview
11
11
years of professional experience
Work History
Senior Financial Advisor/Relationship Manager
TD Bank
06.2023 - Current
- Drives branch business by leveraging on competitive intelligence
- Building and maintaining long-term relationships with clients
- Highest performer by score card in Newfoundland and Labrador for the 2024 business year
- Achieved 190% of sales target for the business year 2024
- Featured on the quarterly spot check (Top Performers) for the first quarter of the 2025 business year
- Trains colleagues on investment sales, business retention and credit underwriting
- Structures collateralized credit and advances under assigned lending authority
- Works independently, with an attention to detail and ability to ensure quality and accuracy of output
- Working cross functionally with legal, real estates and asset management teams
Financial Advisor
Royal Bank of Canada
04.2021 - 06.2023
- Performed statistical, qualitative, and quantitative analysis
- Built, maintained, and expanded business relationships
- Stayed updated on industry trends, market development and regulatory changes
- Grew sales pipeline by establishing new leads and maintained 100% of goals to lead
- Effectively developed strategies to mitigate customer churn/customer attrition
- Provided professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business clients
- Analyzed the financial statement of businesses for credit adjudication
- Demonstrated resourcefulness and intellectual curiosity
- Maintained in-depth understanding of industry trends
Research Assistant
Memorial University of Newfoundland
09.2018 - 05.2020
- Summarized research results by preparing written reports, graphs, fact sheets and tables
- Developed macros, special formulas, and other actions to produce reliable and consistent statis
- Gathered research data to create representative visuals and executed empirical research in growth analytics
- Built, maintained, and runed financial risk models
- Performed sensitivity analysis to assess potential outcomes under different conditions
Account Manager
Guaranty Trust Bank (Ghana) Limited
07.2016 - 07.2018
- Contributed to business development efforts to drive revenue
- Liaised with the bank’s data center to ensure payment systems were functioning
- Mentored marketing personnel on best practices and protocol to maximize productivity
- Conducted market research to rationalize category and segment opportunities
- Worked on contract renewals and expanded partnerships through upselling
- Developed and evaluated long-term sales strategies for business clients
- Implemented strategies that increased Annual Contract Value
Financial Analyst
Guaranty Trust Bank
05.2014 - 06.2016
- Performed modeling to assist new product and pricing strategies
- Created risk models, and testing hypotheses using rigorous monitoring and analysis
- Wrote model validation documents and maintained model governance standards
- Conducted customer behavior modeling and stress testing
- Developed and maintained strong business relationships with trading desks and credit teams
- Contributed to strategic direction of the bank and provided advice to senior management
- Created and maintained trading tools to analyze large amounts of market and trading data and produced-real-time analytics critical to business decision making
Education
Master of Arts - Economics
Memorial University of Newfoundland
Bachelor of Arts - Economics with Mathematics
University of Ghana
Certificate - Canadian Securities Course
Canadian Securities Institute
Certificate - Google Data Analytics Professional
Google
Certificate - Bloomberg Market Concepts
Bloomberg
Skills
- Sales Development
- Customer Alignment
- Client Facing
- Sales Retention
- Customer Success
- Relationship Management
- Upselling
- Contract Renewals
- Churn Risk Mitigation
- Salesforce Customer 360
- Microsoft Excel
- PowerPoint
Timeline
Senior Financial Advisor/Relationship Manager
TD Bank
06.2023 - Current
Financial Advisor
Royal Bank of Canada
04.2021 - 06.2023
Research Assistant
Memorial University of Newfoundland
09.2018 - 05.2020
Account Manager
Guaranty Trust Bank (Ghana) Limited
07.2016 - 07.2018
Financial Analyst
Guaranty Trust Bank
05.2014 - 06.2016
Bachelor of Arts - Economics with Mathematics
University of Ghana
Certificate - Canadian Securities Course
Canadian Securities Institute
Certificate - Google Data Analytics Professional
Google
Certificate - Bloomberg Market Concepts
Bloomberg
Master of Arts - Economics
Memorial University of Newfoundland
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