Oversee the management of a portfolio of 100+ commercial banking members in diversified industries. Assisting commercial members with achieving their goals by providing advice on credit and cash management. Underwrite complex credit structures to fulfill our member’s unique needs. Contributing to Credit Union performance through developing new relationships and maximizing existing ones. Supporting our members at every stage of their business by connecting/liaising with local partners as expected. Our members are the reason we exist, we prioritize our member’s goals and success to provide customized and flexible solutions.

Small Business Advisor in Kitchener Ontario.- Providing Small Business Banking services and solutions in the Kitchener/Waterloo area- Account Management- Cash Management- Merchant Services- Canadian Small Business Financing Loan (CSBFL)- Credit Solutions- Agricultural and Rural Property Financing Solutions

I am the Financial Advisor at the Highland Hills branch in Kitchener. -Account Management -Credit Management (Mortgages, Home Equity Lines of Credit, Secured and Unsecured Facilities)-Investment Strategies (RRSP, TFSA, RESP, and Non-registered)-Small Business BankingBuilding and managing relationships with clients by understanding their unique lending, small business, investment, and day to day banking needs and delivering recommendations on those products. Delivering the bank by proactively identifying opportunities to add value for our clients and providing effective advice to win the business. Since starting with TD I am consistently ranked in the top quartile in district and regional levels for my position.

Financial Services Representative in Barrie then Kitchener Ontario. Providing our clients personalized advice on the following:- Day to Day Banking (Chequing/Savings Accounts)- Lending Facilities (Credit Cards, Personal Loans, Lines of Credit, and Secured facilities)- InvestmentsStarting with the bank in 2012, I was able to quickly immerse myself in the client experience, and provide high impact advice. Through effective activity planning and efficient pipeline management, I was able to develop myself into an accomplished Financial Services Representative. After achieving various certifications through the Canadian Securities Institute and being identified as a top performer I was promoted to the Financial Advisor role within the same branch.