Tamara Macmillan Email and Phone Number

EDUCATION / TRAINING: Obtained Certificate for Investment Funds in Canada (2014)Completed All TDCT Mandatory Courses in a timely manor each yearObtained Certificate for Financial Planner 1 (2019)Obtained Certificate for Personal Financial Services Advice (2019)Obtained Certificate for Branch Compliance Officer (2021)MARKETING / SALES SKILLS:Successfully identified needs of retail clients on the front line and offered solutions or referred to advice team as required through effective sales conversations (2010-2014)Successfully referred clients to One TD team (2015-2022)Created positive interactions with customers to build and maintain profitable relationships (2010-2022)Actively led and / or participated in all campaigns and sales blitzes at Prescott Branch(2010-2022)Created marketing materials and avidly promoted TD products and services to clients (2010-2022) CUSTOMER SERVICE SKILLS:Actively sought ways to deepen connections with customers Employed new and existing methods to ensure a positive customer experience thereby maintaining and improving LEI scores (2010-2022)Created a positive and comfortable customer experience with a friendly disposition and sincere eagerness to please the customer (2010-2022)Maintained a Customer obsessed frontline, completed coaching on a weekly/monthly basis (2022- Present)TECHNICAL / ADMINISTRATIVE SKILLS:Proficient in TDCT systems including S3, C3, B-Web, E-sign, Relationship Builder and Admin Apps Familiar and compliant with bank operating policies and procedures, codes of conduct, and industry regulationsFamiliar with PowerPoint, Excel, Microsoft, and Word Documents EMPLOYMENT: