Parth Trivedi
Personal Banking Associate @TD
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WORK HISTORY
Personal Banking Associate @TD
World exchange plaza, ON, CA
Operate in one of the largest TD branches in Ottawa, handling foreign currencies and precious metals with strict compliance to TD policies• Ensure strict adherence to KYC, AML, and KYP requirements, maintaining accurate client documentation and meeting all TD regulatory and risk standards• Open and service chequing and savings accounts, credit cards, GICs, Power of attorney and other Day to day banking related products• Support frontline and senior colleagues with complex transactions including wire transfers, mortgage payments, mortgage discharges, Certified cheques and OPC request for complex transactions• Prepare and submit applications for personal lines of credit and loans, collecting documentation and supporting credit assessment• Trusted with branch open and close responsibilities and high-risk operations, demonstrating strong riskawareness and operational disciplineKey Achievements• Achieved the highest LEI score in the branch, contributing directly to the branch ranking #1 out of 82 branches• Promoted to Senior PBA reflecting leadership capability, operational trust, and consistent high performance• Consistently achieved all assigned sales targets and exceeded targets by a 150% pace through needs-based conversations and proactive client engagement• Built strong credibility with Customers by providing clear, compliant, and value-driven financial advice• Generated and referred qualified opportunities to Personal Banking, TD Wealth Planning, and TD Private Wealth, contributing to deeper client relationships and cross-line-of-business growth
EDUCATION
Algonquin College of Applied Arts and Technology
Postgraduate Degree, Financial services
Dharmsinh Desai University
Bachelor of Technology, Mechanical Engineering
ABOUT PARTH TRIVEDI
Thank you for visiting my profile!I currently work at TD Bank as a Personal Banking Associate and have a background in financial services, supported by a postgraduate degree in Financial Services and completion of the Canadian Securities Course (CSC)My role involves working in a structured, fast-paced environment where accuracy, compliance, and customer experience matter. I enjoy interacting with people, understanding their needs, and contributing to smooth day-to-day operations. I’m comfortable working with diverse clients and teams, and I value clear communication and teamwork.I have a strong interest in financial markets, personal finance, and the broader economy, and I make an effort to stay informed and keep learning. I’m also learning French to expand my professional skills and support long-term growth in Canada’s banking sector.I’m focused on building my career within TD and am open to learning from others, internal opportunities, and meaningful professional conversationsThanks | merci | gracias | धन्यवाद | شكرًا |.
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