Russell Ramsumair

About Russell Ramsumair

With over 8 years of banking experience, I\'ve excelled as a Banker and now as a Financial Service Associate, supporting stores across the region. My expertise in TD products, CRM systems, and financial concepts enables me to drive sales growth, meet LEI-based goals, and deliver exceptional customer experiences. As an MBA Graduate from Berkeley College, I leverage business acumen to inform financial decisions, having been promoted to this senior role in January 2023. I\'m skilled in new business development, problem-solving, and providing expert advice, with a proven track record of success. What drives me is learning new skills, staying up-to-date on industry trends, and delivering exceptional service and business advice to customers and the community. I\'m passionate about collaborating with diverse teams to drive success and growth, and I\'m excited to continue making a positive impact in the financial services industry.

Experience

1. Financial Service Associate

   TD

   Jan 2023 — Present · Queens, NY, US

   Assist clients with financial products for accounts valued at up to $10M, driving lending, investment andbusiness banking solutions for multinational bank. Serve as customer liaison expert providing support asfloating supervisor for multiple branches, driving revenue growth and managing staff of up to 23, including tellers and bankers. Prospect new leads and expand client relationships. A self-starter who must adapt and perfect new technologies and software to relay updates to various teams. Conduct training needs analysis to identify skill gaps, and develop targeted training programs designed to enhance performance and foster leadership development. Implemented AML policies in an ever-changing bank environment.Select Accomplishments:• Second-time (rare) recipient of 2024 CEO Wow Leadership Award as selected by executive leadershipout of pool of staff enterprise-wide based on capturing $1.5M+ in investment referrals.• Received two Wow Star Awards for 2025 and one in 2024 to date out of pool of eligible basedon market-wide sales revenue and legendary experience index (LEI).• Maintained 85+ LEI throughout tenure to date against goal of 82+ through client service.• Surpassed sales revenue goal of points for 2024 by 131%, capturing 924,490 points throughefficient follow-up.• Exceeded sales revenue goal of points by 275% over one quarter by soliciting new businessaccounts and investment referrals.• Ranked #1 in regional sales revenue to goal ratio out of 60 peers for three consecutive quarters byutilizing client referral program rewards and incentives as well as systems knowledge.

Education

• TripleTen

  Certification , Business Intelligence - Data

• Berkeley College

  Bachelor's degree, Business Administration and Management, General

  2016 — 2019

• Berkeley College

  Master of Business Administration - MBA, Business