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Claire Na

Claire Na

Personal Banking Associate at TD Bank

Talent
Burnaby, Metro Vancouver Regional District, CanadaMember since July 25, 2026
Retail BankingAccount OpeningCredit & Investment AdviceRegulatory ComplianceRelationship BuildingCustomer ServiceInventory ControlProcess Improvement
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Retail BankingAccount OpeningCredit & Investment AdviceRegulatory ComplianceRelationship Building

About

Personal Banking Associate at TD Bank with a strong background in retail operations, client service, and business management. Proven track record in helping clients reach their financial goals, managing daily store operations, and building customer trust. Fluent in English and Korean.

Experience

Personal Banking Associate at TD Bank (2025-11 – Present)

  • Advise retail clients on everyday banking products, credit cards, high-interest savings, and mutual fund solutions.
  • Identify client financial goals to recommend suitable credit limits, loans, and investment options.
  • Process daily banking requests, account openings, and updates while adhering to regulatory compliance and bank policies.
  • Partner with branch specialists (Financial Advisors, Mortgage Specialists) to provide complete solutions for clients.

Store Manager & Artisan Baker at COBS Bread (2023-06 – 2025-08)

  • Oversaw daily store operations, staff scheduling, and inventory management in a busy retail environment.
  • Handled customer feedback, resolved service issues, and maintained high team service standards.
  • Cut product waste by 20% through restructured inventory tracking and accurate daily ordering.

Founder & Operator at Self-Employed (2024-01 – Present)

Global Online Market Agent

  • Managed end-to-end e-commerce operations, including product sourcing, order fulfillment, and client inquiries.
  • Maintained a 95%+ client satisfaction rate across 200+ monthly orders through clear communication and quick issue resolution.

Founder & Business Owner at Made by Claire / hello dalcom (2019-02 – 2022-05)

  • Founded and operated two retail dessert brands, overseeing budgeting, marketing, and daily business performance.
  • Established online ordering systems and expanded B2B sales channels with local businesses.

Education

Diploma in Web Development (Co-op) – Tamwood International College

Diploma in French Patisserie – Le Cordon Bleu

BSc in Materials Science and Engineering – Chungnam National University

Associate of Arts in Business – North Seattle College

Skills

Personal Banking Associate at TD Bank

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