Sharekha Muralidharan
Customer Experience Associate @TD
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WORK HISTORY
Customer Experience Associate @TD
Toronto, ON, CA
Applied KYC (Know Your Customer), KYT (Know Your Transaction), and AML protocols, monitoringtransactions for suspicious activity and escalating as required.• Delivered exceptional quality of service for 80+ customers daily by resolving inquiries, advising on day-to-day banking needs, and promoting TD’s digital and financial solutions.• Processed and validated SWIFT wire transfers, FED, U.S. drafts, and international moneytransactions across foreign banks and currencies, ensuring error-free execution and fraud prevention.• Maintained vault and cash drawer integrity by following dual-control procedures and reconcilingdiscrepancies to meet compliance requirements.• Identified client needs and promoted tailored banking solutions such as GICs, TFSAs, mutual funds, and mortgages, achieving sales success and referral points.
EDUCATION
Seneca College
Postgraduate
Humber College
Post graduate- Financial Planning
The PSBB Millennium School
High school
Ethiraj College For Women
Bachelors
ABOUT SHAREKHA MURALIDHARAN
Money matters can be overwhelming — I love making them simpler, clearer, and more actionable. With hands-on experience in financial planning, investment advisory, and client education, helped individuals navigate everything from risk tolerance to tax-efficient strategies. Participated in client meetings and played a key role in turning complex financial data into smart, personalized plans. My journey has taken me from Chennai to Toronto, across fintech firms, loan processing department and client service roles, building not just technical know-how, but also a deep understanding of what people truly need when they’re planning their financial future. Backed by a strong foundation in economics and International Business, I combine data-driven thinking with a people-first mindset and I’m excited to bring that to a forward-thinking team in the wealth and financial advisory space.
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