Brandon Cheng Email & Phone Number

Canada

3500 Steeles Avenue East

- Consistently exceeded business expectation by asking the correct question when opportunity approached. Sales metrics were in top tier among four sites.- Executed complex transactions for mutual funds, fixed income securities, equities, options, foreign exchange and bullion in a timely manner to deliver legendary client experience.- Effectively reviewed clients’ margin positions as well as trade settlements to ensure clients were complied with risk management practices.- Ensured all internal control policies and procedures were complied and documented appropriately as per TD Wealth and IIROC guidelines.- Produced a video with four team members that help introducing to new employees or reinforcing to old employees about TD Internal Benefits.

7085 Woodbine Ave, Markham

- Developed strategic planning plans to achieve quarterly targets. Consistently went above individual revenue and volume goals, and kept up with incredible LEI scores. Maintained as one of top 15 advisors in the district, one of top 100 advisors in the Metro East Region.- Top user of Discovery Tools to enhance customer’s day to day finance experience and savings needs. Proactively uncover client needs through in-depth conversations - Through understanding of Real Estate Secured Lending products, policies/ procedures, relating to credit adjudication and funding the products- Worked closely with wealth and commercial partners, utilized their expertise to provide the best advice to customer- Discussed with frontline and sales staffs on a weekly basis, found ways together to maximize branch’s revenue and volume- Contributed to branch’s Operational Excellence by successfully passing internal checks on credit compliance, mutual fund compliance and non-credit losses, as well as audit and ROA visits

5762 Highway 7 East, Markham

- Rate as "Quality Solid" in the year end evaluation, as well as one of top 20 district CSRs.- Facilitated customers with their day-to-day banking in an efficient and accurate manner and successfully identified sales opportunities to seniors.- Received excellent LEI scores by delivering memorable service and consistently looked for ways to improve overall customer’s banking experience .- Performed multiple tasks at once under high pressure while maintaining strong communication skills towards co-workers and customers.- Contributed positively to TD campaigns and managed to continuously surpass daily sales quotas.- Consistently shared new product knowledge to coworkers, thus increasing their morale to work at the highest level of professionalism.- Contributed to branch’s internal check and successfully passing ROA visits.- Assisted with the branch opening and closing procedures on a regular basis.

Waterloo, Ontario

- Completed transactions using POS system and handled payments with great accuracy- Performed several routine tasks at a high level required under pressure- Contributed positively to in-store promotions to consistently achieve daily sales goals- Assisted new members by providing customer service and sales tactics- Calculated daily, weekly and monthly sales revenues and reported to the management