TD Canada Trust

Progressing from customer experience and personal banking into business banking in Montreal.

My role: Account Manager – Business Banking & earlier roles
Organisation: TD Canada Trust
Period: September 2018–August 2021

My work at TD Canada Trust developed the client relationship and commercial judgement that I bring to partnership work.

Roles at TD

Account Manager – Business Banking · May 2020–August 2021
Personal Banking Advisor · May 2019–August 2020
Customer Experience Associate · September 2018–May 2019

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.

Could this experience help your team?

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