Violet Copantsidis
Toronto,ON
Summary
At TD Bank, spearheaded a team, enhancing customer satisfaction and fostering a culture of continuous learning and collaboration. Leadership and problem-solving skills led to significant improvements in service delivery and employee engagement, demonstrating ability to manage change and multitask effectively.
Overview
2025
2025
years of professional experience
Work History
Manager, Financial Services
TD Bank
2008 - Current
- Strong compliance and attention to detail when submitting, reviewing and releasing credit deals for Personal Advisors. Consistently achieving 100% compliance on Real Estate Secured deals.
- Managed and motivated employees to be productive and engaged in work, including Branch Mortgage Specialist.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- 5 time Champion/Legend Recipient.
Financial Advisor
TD Bank
2000 - 2007
- Top Performer in Real Estate Lending and working closely with Mobile Mortgage Specialist.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Arts -
University of Toronto
Toronto, Ontario Branch Compliance Officer
Canadian Securities InstitutePersonal Financial Planning
Canadian Securities InstituteSkills
- Team leadership
- Time management
- Decision-making
- Verbal and written communication
- Complex Problem-solving
- Change management
- Multitasking Abilities
- Coaching and mentoring
- Risk management
- Underwriting policies
Timeline
Manager, Financial Services
TD Bank
2008 - Current
Financial Advisor
TD Bank
2000 - 2007
Bachelor of Arts -
University of Toronto
Branch Compliance Officer
Personal Financial Planning
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