Adrian Wilson Email & Phone Number
@td.com
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Who is Adrian Wilson? Overview
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Adrian Wilson is listed as Business Banking Specialist at TD, a company with 1 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Adrian Wilson.
Adrian Wilson previously worked as Personal Banking Associate at Td and Operations Officer at Rbc. Adrian Wilson holds Canadian Studies from Ryerson University.
Email format at TD
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AeroLeads found 1 current-domain work email signal for Adrian Wilson. Compare company email patterns before reaching out.
About Adrian Wilson
Seasoned professional with over 8 years of experience in the Financial Services IndustryKEY QUALIFICATIONS● Passionate about meaningful interaction to uncover client’s personal needs, whilst providing trusted advice, with the highest level of integrity, to meet and fulfill those needs and creating solid client relationships● Enthusiastic learner with the ability to adapt to a fast-paced ever-changing environment● Superior interpersonal skills that allow for the establishment and maintenance of strong relationships with clients and employees ● Exceptional client relationship management ● Highly Goal oriented with an “Act Like an Owner” mindsetKEY ACCOMPLISHMENTS • Consistently exceeds Sales Targets by increasing client base and uncovering additional client needs• Award winner for highest production within the team• Played pivotal role in increasing all savings products by 25%• Increased new membership accounts by 10% through effective client relationships • Key driver in the implementation of e-payments thereby reducing processing times by 50%
Adrian Wilson's current company
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Adrian Wilson work experience
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Business Banking Specialist
Current- Manage Small Business Portfolio under 50m, processing credit applications and maintenance requests
- Consistently exceeds Sales Targets by increasing client base and uncovering additional client needs
- Proactively contact clients, gather insight through discussion, under their needs and changing circumstances and ongoing satisfaction with TD
- Support clients in ensuring all documentation is completed accurately to not delay transactions
- Liaise with Credit Underwriters… Show more
- Liaise with Credit Underwriters, Branch Managers and Small Business Account Managers to establish status of applications and info regarding additional requested documents
Personal Banking Associate
- Increases customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns, raising matters as appropriate to team members or partners while.
- Award winner for exceeding quarterly sales target
- Engages customers in day-to-day advice needs, service transactions, digital education and customer problem resolution related to banking solutions
- Champion digital enablement by… Show more
- Champion digital enablement by building customer confidence on emerging banking trends by educating them on mobile, ATM, and online banking
- Played a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
Operations Officer
- Review credit submissions to verify all required documents are held before advancing small business credit products
- Pro actively engage Subject Matter Experts and RBC connect to ensure all current processes are being followed while advancing products
- To Establish, Build, and maintain impactful relationships with my team and colleagues in the field
- Knowledge of Synergy, OLBB, CMS, Sales Platform, Application Launch Pad, Synergy and Casper
Investment Officer
- Developed and maintained over 30 business client relationships with an investment portfolio of over CAD 10mm.
- Proactively engaged with broker relationships and market participants including Intermediates, Banks and Credit Unions to stay abreast of the market for timely execution of trades.
- Monitored payments due from clients and promptly contacted clients for payments which lead to 25% increase in all savings products.
- Monitored investment performance and recommended revisions… Show more
- Monitored investment performance and recommended revisions of investment plans based on market changes.
- Liaised with investment houses and traded repurchase agreements and Bank of Jamaica CDs.
Adrian Wilson education
Canadian Studies
Bachelor Of Business Administration - Bba, Finance
Frequently asked questions about Adrian Wilson
Quick answers generated from the profile data available on this page.
What company does Adrian Wilson work for?
Adrian Wilson works for TD.
What is Adrian Wilson's role at TD?
Adrian Wilson is listed as Business Banking Specialist at TD.
What is Adrian Wilson's email address?
AeroLeads has found 1 work email signal at @td.com for Adrian Wilson at TD.
Where is Adrian Wilson based?
Adrian Wilson is based in Greater Toronto Area, Canada, Canada while working with TD.
What companies has Adrian Wilson worked for?
Adrian Wilson has worked for Td, Rbc, and Jps & Partners Co-Operative Credit Union.
How can I contact Adrian Wilson?
You can use AeroLeads to view verified contact signals for Adrian Wilson at TD, including work email, phone, and LinkedIn data when available.
What schools did Adrian Wilson attend?
Adrian Wilson holds Canadian Studies from Ryerson University.
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