Client relationships / 2018–2021
TD Canada Trust
Progressing from customer experience and personal banking into business banking in Montreal.
- My role
- Business Banking Officer & earlier roles
- Organisation
- TD Canada Trust
- Period
- 2018–2021
My work at TD Canada Trust developed the client relationship and commercial judgement that I bring to partnership work.
Client relationships
Identified client needs and coordinated banking, credit and advisory solutions with specialist teams. Developed business opportunities through outreach, referrals and relationship management.
Working across teams
Managed requests across departments within a regulated banking environment, balancing service quality, documentation and compliance requirements.
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