Proactively engaged with customers to understand their unique financial needs and objectives, offeringcustomized solutions and expert advice to educate them on the bank’s products and services that best meet their goals. Cultivated strong customer relationships, effectively identifying opportunities to introduce clients to a broader range of financial services across multiple sectors, thereby expanding business avenues for TD Bank. Participated in regular group meetings with supervisors to discuss associate performance, where constructive feedback was exchanged to foster professional growth and enhance service quality.Managed daily financial transactions with precision, including deposits, withdrawals, and transfers, ensuring accuracy and compliance with bank policies and regulatory requirements.

Conducted comprehensive reviews of multiple companies' financial statements, utilizing resources such as AMBest, Moody's, S&P Capital IQ, and others, to prepare detailed reports incorporating financial ratios and peer reviews. Developed PowerPoint presentations analyzing areas of deficiency with proposed solutions and presented findings to company representatives alongside team members.Ensured compliance with OSFI regulations by guiding updates and recommending changes in practices to help client companies adhere to new standards. Leveraged Python and VBA to automate tasks and enhance document management through the development of macros, increasing efficiency and accuracy in data handling.Created and delivered multiple PowerPoint presentations to various company stakeholders, effectivelycommunicating key insights and recommendations during meetings. Facilitated daily meetings with team members, coworkers globally, and multiple clients to ensure projectalignment and continuous communication