Steven Bui Email & Phone Number

Toronto, On, Ca

Whether you are purchasing a home, looking to transfer a mortgage or refinancing an existing mortgage to consolidate debt, I can help you find the best mortgage solution.I am available outside of normal banking hours, including evenings and weekends, to suit your schedule.Whether you are a first time home buyer or a seasoned homeowner, I am committed to making your mortgage experience comfortable and easy.Visit me at: http://mms.tdcanadatrust.com/steven.bui/

77 King Street West, Tdn 12Th Floor

Etobicoke - Richview Square

• Lead, coach and model legendary service at every customer interaction• Coach to ensure customer problems are handled appropriately, and participate in the negotiation and resolution where necessary• Lead and coach the team on advice giving strategies to improve the overall customer experience• Coach team to deliver on branch business objectives by meeting or exceeding individual sales & referral goals• Develop and manage the service team by recruiting, training, coaching and recognizing employees

• Understands customers’ banking needs and provides appropriate financial solutions• Open new accounts, credit products, investment advice, and promoting all banking products and services to create a legendary customer experience• Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver a legendary customer experiences and create a positive “First Impression’” by greeting and engaging them in a range of sales, service and informational conversations• 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• Identify and refer customers to team members and internal Bank partners as appropriate• Ensure necessary due diligence is taken to support the accuracy of all customer transactions

• Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience• Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner• Ensure customer problems are handled appropriately, escalating issues when necessary• Ensure necessary due diligence to support the accuracy of all customer transactions• Understand and meet the needs of customers by providing them with advice on appropriate products and services, and/or identify sales opportunities and refer customers to appropriate team members or TD partners• Excellent knowledge of S3, Admin Apps and BWEB• SSA duties; CAS, OPC, SAR, weekly KYC new accounts, investigations, morning and afternoon courier bags, signature cards, ensuring blotters and books are done correctly, signed and initialled with senior officer.• Secure Desk Operator; opening and closing procedures, processing cash shipments, placing cash orders, mid-day cash cut, organizing, verifying and mailing out cheques, ensuring mid-day cash balance, changing combinations as required.• Excellent knowledge of counterfeit money, counterfeit cheques, CVS cheque process, when to hold a cheque to prevent branch losses.

Toronto, Canada Area

•Receive and track branch courier bags, sort and redistribute all items in order to ensure cheques and documents arrive at the right place and on time.•Perform accurate, high-speed magnetic ink character recognition (MICR) proof and encoding of un-encoded cheques and other financial documents, with pre-screening of items as required.•Capture data of cheques and other paper deposit information and forward client transaction data electronically for posting to customer account, while archiving an image of the item for record retention and further services.•Verify ATM envelope transactions, including deposits to customer accounts and payments to the bank or other third parties.•Image, archive, and balance each document related to an ATM transaction to the customer’s electronic transaction detail files.

Advanced Diploma, Business Administration And Management

Business Administration