As a Financial Advisor i help clients with everything from Mortgages, Investments and their business needs. Personally connecting with my clients to assist them in achieving their financial goals is my job in simple terms. I posses Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced environment. In my work environment i am a resourceful contact for my front line team in handling customer problems.I enjoy assisting and mentoring my team in the completion of work activities, and address any communication issues that arise efficiently.I champion TD brand values like think like a customer,act as an owner while delivering legendary experiences for customers with a focus on developing my colleagues as we strive together to bring the best out of ourselves.

As a Financial Services Representative i Provided customers with holistic advice about their financial needs by providing proactive advice about TD products and services that fits each client. I have developed strong skills in different areas such as Investment sales and service, mortgages, loans, lines of credits and account related services. am very resourceful in resolving customer concerns while following bank policies to ensure operational excellence. I have assisted the branch management team by helping to train newly hired Customer Service Representative’s and providing coaching to them when necessary. I stayed up to date with changes made to policies and procedures to ensure there were 0 non-credit losses taken. I have helped to drive the Branch business results by meeting and exceeding my performance goals. I have Contributed to ongoing improvement of the overall branch customer experience by delivering legendary customer experience with every interaction

Customer Service Representative performs customer transactions, providing legendary service & advice to create legendary customer experiences.experiences. In addition, CSR understand customer needs and identify opportunities to promote TDCT products and services to the customers, referring them to appropriate team members or internal Bank partners.-Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience-Ensure customer problems are handled appropriately, escalating issues when necessary-Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services

Promoted and sold credit cards by engaging prospective clients with air miles incentives Educated potential clients on the details and benefits of loyalty programs Reviewed completed applications for completion and couriered paperwork Targeted business using the Air Miles program and designed a client marketing plan

Ensured working environment safety for customers by keeping the area free of spills, maintaining the car wash and providing assistance to exceed customer expectationsRestocked store merchandise as sent by head office Maintained knowledge of current sales and promotions, policies regarding payment and exchanges including security practicesCreated a welcoming environment by greeting customers and ascertaining customer needs to effectively solve issues and requestsProvided customers with knowledge of products lines to meet all customer needs and achieve daily sales targets

Promoted from Customer Service Representative to Assistant Manager after 1 month based on proven record of delivering high quality customer service Set up promotions within the store and adjusted price in POS to match discountsOperated POS for gasoline and product purchases by customers Retrieved bi-weekly sales reports from databases to prepare documents for Head Office Prepared daily gas price surveys to be sent to regional officeScheduled part time employee hours and ensured coverage of shifts on short notice Re-ordered stock according weekly reports Counted and ensured safe cash drop amounts were correct