Yash Patel
Ottawa,Canada
Summary
Professional in finance with experience in personal banking, equipped to drive client satisfaction and financial growth. Demonstrates strong skills in portfolio management, customer relationship building, and complex financial product knowledge. Known for effective teamwork, adaptability to evolving client needs, and delivering reliable results in high-pressure environments.
Overview
6
6
years of professional experience
Work History
Personal Banker
TD Bank
11.2022 - Current
- Conducted comprehensive financial assessments to identify client needs and recommend appropriate products.
- Developed and maintained strong relationships with clients to foster trust and encourage referrals.
- Led client investment strategy development, enhancing portfolio performance.
Personal Banking Advisor
TD Bank
10.2021 - 11.2022
- Advised clients on financial products, enhancing customer satisfaction and loyalty.
- Conducted needs assessments to identify suitable banking solutions for diverse clientele.
- Developed personalized financial plans, driving client engagement and retention rates.
Lead Customer Experience Associate
TD Bank
05.2021 - 11.2021
- Mentored new staff on best practices for delivering exceptional customer service experiences.
- Developed training materials to support onboarding and continuous learning initiatives for team members.
Customer Experience Associate
TD Bank
04.2020 - 05.2021
- Delivered exceptional customer service, resolving inquiries and enhancing overall client satisfaction.
Education
CFSA -
CSI
10-2025
Investment funds in Canada (IFIC) -
CSI
01.2022
General Business Management - undefined
St Lawrence College
Kingston, ON01.2019
Skills
- Financial advising
- Investment advisory
- Relationship building
- Branch operations
- Relationship building and management
- Banking policies and procedures
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Punjabi
Professional Working
Timeline
Personal Banker
TD Bank
11.2022 - Current
Personal Banking Advisor
TD Bank
10.2021 - 11.2022
Lead Customer Experience Associate
TD Bank
05.2021 - 11.2021
Customer Experience Associate
TD Bank
04.2020 - 05.2021
General Business Management - undefined
St Lawrence College
CFSA -
CSI
Investment funds in Canada (IFIC) -
CSI