Josh Rubis
Account Manager Ii, Mid Market Commercial Banking @TD
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WORK HISTORY
Account Manager Ii, Mid Market Commercial Banking @TD
Victoria, BC, CA
Fiscal 2024:• Delivered exceptional customer satisfaction, exceeding the Legendary Experience Index quarterly goal of 75% and significantly surpassing the prior year’s 40% benchmark.• Conducted 35.56% more client meetings and 52.73% more calls than targeted, strengthening relationship management and market presence.• Surpassed Gross New Business goals by 10.53% in my first year as Account Manager, ranking in the 70th percentile among Account Managers in British Columbia. • Leveraged cash management expertise and team relationships to drive substantial deposit growth, enhancing client portfolios.• Managed loan portfolio effectively, achieving near-target growth (within 1.79% of the quarterly goal) despite significant uncontrollable paydowns.• Achieved 100% of internal referral goals, successfully cross-selling bank products and services to deepen client relationships and boost revenue.
EDUCATION
Okanagan College
Certificate, Accounting
University of Victoria
Bachelor of Arts - BA, Economics (Finance Option)
De La Salle University
High School Diploma
De La Salle University
Bachelor of Science - BS, Biology & Business Management
ABOUT JOSH RUBIS
Josh is a commercial banking professional with a Bachelor of Arts in Economics (Finance Option) from the University of Victoria and multiple certifications, including the Canadian Securities Course (CSC®) and the CFA Level I. He has been working as an Account Manager II, Mid Market Commercial Banking at TD since July 2023, managing a portfolio of commercial clients in the general industries and real estate sectors. His core competencies include financial statement analysis, credit structuring and modeling, relationship management, and cash management.He is passionate about delivering excellent customer service, creating value for the bank and the clients, and collaborating with his team and other stakeholders. He brings diverse perspectives and experiences to the team and is eager to learn new skills, take on new challenges, and contribute to the success of the organization.
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