Manager of commercial credit

Manager of Retail Channel Engagement and Acquisition

• Purchased and redeemed mutual funds on the Canadian market • Licensed Canada wide and able to serve any province• Ensure proper compliance steps are taken to guarantee the customer places suitable trades• Used high level of ethical practices to gain trust of my clients as well as my organization• Delivered top quality customer service in every interaction• Ensured that the customer always comes first within the framework of my role• Advised customers on recommended funds as well as non-recommended funds• Ensured that every trade was processed correctly and set the right expectations

• Meet with clients daily to discuss financial goals and RESL• Set up various accounts and savings plans• Deal with customers complaints and inquiries• Worked on a daily appointments set to meet customer financial goals• Coached front line staff on effective advise techniques • Utilized KYC and AML procedures to ensure the security of clients and the organization• Used sales trackers to identify opportunity • Currently enrolled for IFC and FP1• Ensured top quality service at every interaction• Full open and closing procedures as a senior in the branch

• Delivered fast, friendly and fare service while negotiating and settling claims• Verified customer information while always complying with PIPEDIA and TD's authorization standards to reduce and eliminate risk• Liaison with various vendors; shops; rentals; third party insurance companies as well as law firms and other departments within the organization• A positive demeanor and a strong ability to multi task • Used proven sales tips to negotiate within the business• Always used the HEAT model and always used empathy with my insured as they are going through a devastating time• A member of the TD Green team

• Deliver fast, accurate and quality service while assisting clients with their banking over the telephone• Utilize sources available to locate pertinent information necessary to address customer enquiry• Recommend and provide needs based products and services at ever opportunity• Demonstrate strong communication and time management skills by completing multiple requests in a timely manner and by thoroughly understanding TDCT’s products and services • Make certain that compliance procedures are accurately followed, and practice due diligence in both AML and KYC • Handling web technical issues for customers and able to effectively solve the issue in a timely manor • Mentored colleagues to ensure their success within the business and managed to achieve a balanced scorecard• CEI/sales lead for my team and have implemented daily emails which consisted of (CEI word of the day/ Sales word of the day)