Mahek Pakai
Personal Banking Associate @TD
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WORK HISTORY
Personal Banking Associate @TD
Dundas County, Ontario, Canada • Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including checking accounts, Personal loans, savings accounts, and online banking • Achieved 126% of sales previous financial year and built relationships with customers to ensure alignment with financial needs and goals • Identified resolution to customer issues regarding overdrafts, fraudulent charges, loan applications,… Show more • Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including checking accounts, Personal loans, savings accounts, and online banking • Achieved 126% of sales previous financial year and built relationships with customers to ensure alignment with financial needs and goals • Identified resolution to customer issues regarding overdrafts, fraudulent charges, loan applications, fees, and overdue credit payments • Maintaining customer data on Salesforce and service satisfaction system
EDUCATION
Mohawk College
Post graduation certificate
Mohawk College
Post Graduate Certificate
ABOUT MAHEK PAKAI
Excelling as a Personal Banking Associate at TD, my expertise in consultative sales has…
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