Emmanuel Richards Email & Phone Number

Toronto, Ontario, Canada

• Process financial transaction such as cash/cheque deposits/withdraws, wire payments, secured/unsecured loan paymentsand other transactions efficiently while adhering to TD’s code of conduct and ethics.
• Effectively engage and communicate with clients by demonstrating strong product knowledge and by simplifying complex financial terms for a better understanding of day-to-day banking.
• Consistently exceed sales quota by effectively advising clients on numerous banking products according to their specific needs; Referring clients to personal bankers for potential investment opportunities in mutual.
• Preform risk analysis for cheque holds and other high risk financial transaction as presented to ensure the absence of fraudulent activity.

Whitby, Ontario, Canada

• Leveraged company tools and product knowledge to effectively increase company sales while balancing multiple task
• Carefully handled numerous customer issues and concerns, in which through my analytic expertise, I was able to suggestvaluable solutions to meet customers needs.
• Maintained the necessary continuous training on certain subjects, products and services in order to be as knowledgeable and valuable to customers as possible
• Developed personal relationships with reoccurring customers due to my strong communication and listening skills.

Toronto, Ontario, Canada

• Gained substantial experience in a variety of accounting processes such as accounts payable, payroll, expenses and invoices by working closely alongside CPA’s.
• Preformed the testing and analysis of different key areas and processes of the business and developed high quality presentations to senior management to display these findings and possible mitigation’s.
• Created, edited and overlooked numerous financial documents needed on a daily basis.
• Processed and reconciled numerous invoices a day, processing each in a time efficient but thorough manner

Bachelor Of Commerce - Bcom, Accounting And Finance

Activities and Societies: Ontario tech Accounting Association (OTAA) Member Ontario Tech Finance Association (OTFA) Member

Education record

Currently in CPA PEP program