Joseph Vitale

Joseph Vitale Email and Phone Number

Personal Banker @ TD
Mississauga, ON, CA
Joseph Vitale's Location
Mississauga, Ontario, Canada, Canada
Joseph Vitale's Contact Details

Joseph Vitale personal email

n/a

Joseph Vitale phone numbers

About Joseph Vitale

Joseph Vitale is a Personal Banker at TD. He possess expertise in customer service, communication, teamwork, leadership, microsoft excel and 10 more skills. He is proficient in English.

Joseph Vitale's Current Company Details
TD

Td

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Personal Banker
Mississauga, ON, CA
Employees:
1
Joseph Vitale Work Experience Details
  • Td
    Personal Banker
    Td
    Mississauga, On, Ca
    View
  • Td
    Personal Banker
    Td Nov 2023 - Present
    • Advising customers of high level financial solutions from a range of available investment and credit banking solutions.• Providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy.• Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.
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  • Td
    Personal Banking Associate
    Td Nov 2021 - Nov 2023
    • Engage customers in day-to-day advice according to their needs, service transactions, digital education, and customer problem resolution related to banking solutions• Advise clients on personal lending products such as visas, line of credits and loans and complete all necessary applications• Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD’s Code of Conduct and Ethics• Resolve customers financial queries and banking needs, including new account openings, investment advice and banking solutions• Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
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  • Td
    Customer Experience Associate
    Td Jan 2020 - Nov 2021
    Mississauga, Ontario
    • Processing financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures, industry regulations and TD's Code of Conduct and Ethics• Understanding and determining customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters• Responding and resolving customers' concerns using standard procedures and escalating non-standard activities, as necessary• Achieving assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner• Connecting personally with customers to advise them appropriately and clearly on banking solutions and processes• Delivering quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence
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Joseph Vitale Skills

Customer Service Communication Teamwork Leadership Microsoft Excel Microsoft Office Microsoft Word Microsoft Powerpoint Retail Highly Dedicated Positive Personality Time Management Inventory Management Customer Satisfaction Problem Solving

Joseph Vitale Education Details

Frequently Asked Questions about Joseph Vitale

What company does Joseph Vitale work for?

Joseph Vitale works for Td

What is Joseph Vitale's role at the current company?

Joseph Vitale's current role is Personal Banker.

What is Joseph Vitale's email address?

Joseph Vitale's email address is jo****@****gos.com

What is Joseph Vitale's direct phone number?

Joseph Vitale's direct phone number is +164752*****

What schools did Joseph Vitale attend?

Joseph Vitale attended Ted Rogers School Of Management - Toronto Metropolitan University.

What skills is Joseph Vitale known for?

Joseph Vitale has skills like Customer Service, Communication, Teamwork, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Retail, Highly Dedicated, Positive Personality, Time Management.

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