Yusuf
Scarborough,ON
Summary
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
Toronto Dominion Bank (TD Bank)
04.2023 - Current
- Advised the TD way to open registered and non-registered investment accounts with suitable and tailored investment options by using tools such as discovery tool, goal builder and relationship builder
- Provided complex RESL solutions to the clients and submitted secured lending applications to underwriters
- Discovered high net worth clients and referred to inhouse financial experts such as TD Wealth
- Engaged in proactive customer outreach via phone and email to discuss portfolio updates and financial goals.
Financial Services Representative II
Canadian Imperial Bank of Commerce (CIBC)
01.2022 - 03.2023
- Conducted regular face to face interviews (12 meetings per week) to advice clients on basic lending, investment, mortgage, personal and business banking by leveraging CIBC financial tools
- Applied APPA model to overcome client objections and building rapport with clients
- Developed strong customer relations by proactively initiating 30 calls per week to book meetings.
Education
Business Management, Post Graduate Diploma -
Lambton College
Toronto, ON04.2021
Commerce, Bachelor's Degree -
Kurukshetra University
Haryana, India05.2017
Skills
- MFDA Registered - Mutual Fund Representative
- Proficient in Microsoft Office Suite
- Communication & Teamwork Skills
- Problem-solving & Critical Thinking Skills
- Attention to detail & Learning Skills
- Fluent English
- Native Hindi
- Intermediate Punjabi
- Customer Service
- Wealth Management
- Financial Planning
- Financial Services
- Business Development
- Client Relationship Management
- Interpersonal Skills
Certification
- Certificate in Financial Services Advice (CSI)
- Canadian Securities Course (CSI)
- Pursuing SQL Bootcamp through Udemy
Accomplishments
- Recognized as top performer in secured lending and answering branch calls at TD Q2 2024.
- CIBC Scarborough Durham Market MVP Club Winner 2022
- Recognized as top performer in providing solutions to CIBC clients 2022
References
References available upon request.
Timeline
Personal Banker
Toronto Dominion Bank (TD Bank)
04.2023 - Current
Financial Services Representative II
Canadian Imperial Bank of Commerce (CIBC)
01.2022 - 03.2023
Business Management, Post Graduate Diploma -
Lambton College
Commerce, Bachelor's Degree -
Kurukshetra University
- Certificate in Financial Services Advice (CSI)
- Canadian Securities Course (CSI)
- Pursuing SQL Bootcamp through Udemy
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