Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

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
2022.11 - 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
2021.10 - 2022.11
  • 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
2021.05 - 2021.11
  • 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
2020.04 - 2021.05
  • Delivered exceptional customer service, resolving inquiries and enhancing overall client satisfaction.

Education

CFSA -

CSI
2025-10

Investment funds in Canada (IFIC) -

CSI
01.2022

General Business Management - undefined

St Lawrence College
Kingston, ON
01.2019

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
2022.11 - Current

Personal Banking Advisor

TD Bank
2021.10 - 2022.11

Lead Customer Experience Associate

TD Bank
2021.05 - 2021.11

Customer Experience Associate

TD Bank
2020.04 - 2021.05

General Business Management - undefined

St Lawrence College

CFSA -

CSI

Investment funds in Canada (IFIC) -

CSI
Yash Patel