Banking professional
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Hard-working and driven banking professional with a proven track record of combining professional banking experience with strong communication & interpersonal skills to drive customer relations and business development. Seeking a role in private banking that offers an environment for personal and professional growth.
TD Canada Trust • Montreal, Québec - Assisting new and existing clients with real-estate financing solutions - Single-family and multi-unit residential financing - Business development including self-sourcing clients by creating a network of referral sources (such as notaries and real estate brokers, etc), and hosting and attending networking events.
Offered personalized investment advice to help clients achieve both short- and long-term financial objectives (mutual fund sales representative) - Home financing: assisted client with purchases, refinancing, and restructuring on residential properties - Small business: supported clients with day-to-day operations such as account opening and administrative changes such as account ownership/signing authority changes. Business credit applications up 50,000$
