Guilherme Sabino

Personal Banker @TD

CA

Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions· By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships· Increase customer financial confidence by providing personalized financial advice, answering customer questions, and addressing their concerns; raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy· Act as a point of contact for the frontline staff in handling customer problems· Maintain professional space in common areas as per marketing and regulatory guidelines· Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals· Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization· Strive to achieve and improve service level agreements and productivity targets· Ensure documents are prepared consistent with relevant regulations and in a way properly reflecting business intentions· Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in the completion of work activities, and address communication issues efficiently

Universidade Estadual Paulista Júlio de Mesquita Filho

Biólogo, Genética e Bioquímica