Nicolle Grant Email & Phone Number

Toronto, On, Ca

Greater Toronto Area, Canada

- Serve as a dedicated ambassador, representing TD Bank within the United Way's fundraising campaigns and community outreach initiatives.- Collaborate with local United Way chapters and partner organizations to strategize and execute successful fundraising events and volunteer programs.- Conduct presentations and workshops to raise awareness about United Way's mission, encouraging donations and volunteer engagement across the organization.- Analyze and report on the impact of fundraising efforts, ensuring alignment with United Way's fundraising goals.

- TD Ready Commitment Ambassadors act as subject matter experts on the TD Ready Commitment and support colleagues in their business line or location who would like to get involved with TD's corporate citizenship efforts.- Build awareness of opportunities for colleagues to make an impact in their community such as volunteering, fundraising, personal learning, group experiences, or participating on a board.- Coordinate volunteer and other citizenship events.- Support the planning and facilitation of citizenship events

Toronto, Ontario, Canada

- Perform a broad range of money laundering investigations in support of Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) regulations.- Conduct a wide variety of AML/ATF risk mitigations for multiple customer/product types and a solid ability to articulate the risks and findings in a written summary.- Analyze transaction activity and look for patterns of potential ML/ATF risks.- Provide trend analysis, summary, and reporting of AML/ATF findings to Management for review.- Prioritize and manage own workload to meet SLA requirements for service and productivity.

- Review commercial deposit account requests for new and existing clients and ensure all AML and compliance requirements are met prior to making the account operational- Review and understand many complex agreements such as Partnership Agreements, Wills, Trust Agreements, Condo Corporation By-Laws, and other legal documents- Ensure that AML, regulatory, legal, and compliance requirements are followed and adhered to for each account profile reviewed, while also adhering to SLA requirements for requests

Toronto, Canada Area

- Receive requests from the Commercial Banking Centre and commercial clients- Complete investigations (i.e. cheque copies, statement reprints, adjustment disputes, etc.) using various tools such as OPC, WebIR and E-docs- Actively communicate with other business partners across TD and externally to obtain resolutions customer and partner inquiries- Complete administrative tasks such as cheque orders, express deposit set-up, address changes, and Bond of Indemnity- Submits requests to open additional commercial deposit accounts and account maintenance for business signing authorities

- Open new accounts for Commercial banking clients.- Make structural changes to existing Commercial client accounts, such as changing the ownership, signing officer changes, director changes, amalgamations, trade name changes and transferring of accounts.- Deal with a number of Commercial entities such as Corporations, Partnerships, Sole Proprietorships, Trusts, Native Band Councils, and City/Government run entities.- Maintain contact with our main partner (the Commercial Banking Centres) to communicate via email/phone regarding client requests.

- Inbound, and Outbound customer interaction to collect on past due balances on credit products, mortgages,credit cards, over draft protection, loans, lines of credits- Exceed targets for ‘promise to pay’ (PTOP) by educating our customers on the effects of missing payments,and finding solutions to help them pay their bills on time- Empathized with customers who were experiencing life situations that hindered their opportunity tomeet payment requirements, and set the right expectations and timelines for payment- Dealt with irate customers, while representing the brand to help them understand our business, andwhat support options are available for them

- Provide great “First Impressions” by greeting and engaging customers in a range of sales, services andinformation conversations- Worked as a secure desk operator, cash counts, mid day cuts, mutilated cash, record balance sheets-Trained over 10 new hires throughout my tenure on the customer experience, systems, and sales conversations- Developed great rapport and relationships with the community members who bank with TD- Provide lobby leadership, raising the bar for the customer experience daily- Referred business to our financial planners and advisors to consolidate assets with TD

• Answered approximately 30 to 40 inbound calls daily regarding customer enquiries.• Completed training in the technical support department, and general account management areas• Place new orders for customers, create new accounts, and retained old business by providing exceptional service.• Recognized, documented and alerted management team of current trends in customer calls.• Chosen for special projects.• Assisted in team building activities - took on the role as a floor walker to assist any new hires who may require assistance while on the phone with the customers.- assessed the hires on quality assurance to ensure that they were following compliance- Coached other representatives on how to increase their sales revenue- Provided on the job training to new representatives in the call center- Coached my team on advice giving strategies to improve the customer experience- Coach team members to understand customer needs and provide advice and appropriate products and services