Vanshika Sharma
Brampton,ON
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
03.2022 - Current
- Provide high-level financial advice on a broad range of investment and credit product services, catering to both current and prospective clients
- Collaborate closely with management to strategize sales strategies aimed at increasing branch productivity and enhancing customer service
- Ensure the efficient and precise resolution of customer concerns, while escalating issues where necessary
- Exemplify strong leadership by serving as the team lead and escalation point for complex issues, coordinating the efforts of the team and providing valuable coaching to uphold service, process, and product standards
Personal Banking Associate
TD Canada Trust
06.2021 - 03.2022
- Assisted customers with their day-to-day banking needs, offering tailored financial solutions, encompassing new accounts, credit products, basic investment advice, and promoting all banking products and services to foster a customer centric experience
- Delivered an exceptional customer experience during every interaction and actively contributed to the continuous improvement of the overall branch customer experience
- Supported the team through ongoing enhancement of expertise in own area and participating in knowledge transfer within both the team and business unit
Customer Experience Associate
TD Canada Trust
02.2020 - 06.2021
- Perform a broad range of customer service transactions, may provide information and/or advice on services, products, and/or solutions to existing or prospective TD customers
- Understand customer needs and identify opportunities to promote products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Education
Bachelor of Business Administration - Finance And Marketing
Brock University
10.2021
High School Diploma -
Turner Fenton Secondary School
06.2017
Skills
- Financial and Estate Planning
- Sales Expertise
- Customer Relationship Management
- Verbal and Written Communication
- Branch Operations
- Team Leadership
- Conflict Resolution
Certification
- Investment Funds in Canada (IFIC), Canadian Securities Institution (CSI) - February 2022
Timeline
Personal Banker
TD Canada Trust
03.2022 - Current
Personal Banking Associate
TD Canada Trust
06.2021 - 03.2022
Customer Experience Associate
TD Canada Trust
02.2020 - 06.2021
Bachelor of Business Administration - Finance And Marketing
Brock University
High School Diploma -
Turner Fenton Secondary School
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