Helping clients in their journey to homeownership. Whether it be their first home, refinance or purchasing a investment property I specialize in helping achieve these goals for my clients.

• Understand customers’ banking needs and provide appropriate financial solutions. This includes new accounts, credit products, basic investment advice, and promoting all banking products and services to create a legendary customer experience. • This role contributes to the growth of the business by developing and deepening new and existing customer relationships and is responsible for meeting and exceeding specific, individual and team based business goals.• Contribute to the branch objective for Operational Excellence by adhering to Credit Compliance, audit and ROA visits, mutual fund compliance, credit compliance and non credit losses• Achieved excellence in achieving sales revenue goals and volume goals each quarter.

• Creating a positive first impression by greeting and engaging in conversations to promote TD products and services.• Ensuring customer problems are handled appropriately, escalating issues when necessary. • Identify sales and advice opportunity and refer customers to appropriate team members.

• Ensuring the branch operates in accordance with departmental and TD Waterhouse policies, procedures, internal controls, and regulations.• Managing the needs of 40 investment advisors and efficiently balancing workload in a fast paced multitasking environment. • Diligently reviewing reports and new account application forms. Ensuring all information is accurate before processing, along with maintaining various compliance logs.

•Present a professional, client-focused image in representing bank to customers and branch personnel, completed transactions such as deposits, withdrawals, bill payments, and ensuring client problems are handled appropriately.•Engaging clients in conversation to understand and meet their current and future financial needs by promoting TD product and services or referring clients to a specialist that can provide a better understanding.•Promoted from personal to commercial banker after a year. •Recognized for exceptional customer service every quarter which contributed to the branch achieving the TD Power Award for over 3 years.

• Created job descriptions, took part in recruiting and hiring, and completing reference checks for staff at key levels in the organization.• Organized company events for 50 plus employees and implementing employee incentive programs that aided in the reduction of employee turnover and recruitment of key staff performers.• Conducted orientation with new hires and ensured the candidates were familiar with and adhered to workplace policies and procedures.