1. Analyzing client needs and presenting appropriate financial solutions including opening new accounts and personal lending. 2. Increasing customer financial confidence by addressing their concerns and providing elevated financial advice3. Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.4. Ensuring documents are prepared within business… Show more 1. Analyzing client needs and presenting appropriate financial solutions including opening new accounts and personal lending. 2. Increasing customer financial confidence by addressing their concerns and providing elevated financial advice3. Working closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals.4. Ensuring documents are prepared within business procedures and reflecting business intentions.Working with TD financial partners in order to provide a personalized service to the clients. Show less

1. Handling customer queries and processing various transactions.2. Recommending suitable products and services and creating referrals for financial advisors.3. Meeting and exceeding quarterly sales goals.4. Handling complaints and concerns with high professional courtesy.5. Maintaining friendly and professional customer interactions.6. Completing opening and closing procedures as a secure desk operator.

1. Responsible for carrying out a variety of administrative functions including Faxing outgoing 2. Documents, Sorting Incoming Faxes, Data Entry, Payout Statements, Payout Requests for Small Business Loans. 3. Processing Papers, completing registration exception report and actioning e-mails in a timely manner.  4. Identifying areas of risk and escalate emerging issues and gaps to the appropriate level 5. Supporting my team with new communications and documents for business… Show more 1. Responsible for carrying out a variety of administrative functions including Faxing outgoing 2. Documents, Sorting Incoming Faxes, Data Entry, Payout Statements, Payout Requests for Small Business Loans. 3. Processing Papers, completing registration exception report and actioning e-mails in a timely manner.  4. Identifying areas of risk and escalate emerging issues and gaps to the appropriate level 5. Supporting my team with new communications and documents for business profiles 6. Reviewing financial credit documents and entering in systems as appropriate7. Renewing loans on timely basis to mitigate financial loss to the bank Show less