Bidhan Shaha
Personal Banking Associate @TD
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WORK HISTORY
Personal Banking Associate @TD
Montreal, QC, CA
Provide personalized advice and service by assisting customers with day-to-day banking transactions, account inquiries, and guiding them to appropriate banking solutions or specialists.Offer tailored financial advice on banking products such as chequing and savings accounts, credit cards, overdraft protection, and personal loan or line of credit applications.Open new accounts and complete credit applications while ensuring accuracy, compliance, and alignment with TD’s Code of Conduct and regulatory guidelines.Support branch operations by handling cash and non-cash transactions, resolving service issues, and ensuring compliance with TD policies and procedures.Build strong customer relationships by understanding financial needs, promoting TD products and services, and enhancing overall customer experience across all touchpoints.
EDUCATION
National Graduate Institute for Policy Studies
Master of Arts - MA, Economics
Concordia University
PhD Candidate, Economics
University of Dhaka
Bachelor of Science - BS, Physics
Institute of Business Administration, University of Dhaka
Master of Business Administration - MBA, Finance and Financial Management Services
ABOUT BIDHAN SHAHA
A policy analyst with more than 13 years of experience in the financial industry including Central Bank, presently pursuing a Ph.D. in Economics at Concordia University, Canada with a keen focus on education finance, econometrics, and labor economics.
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