Swapnil Bulani
Personal Banker @TD
Signup · Get unlimited contacts
WORK HISTORY
Personal Banker @TD
Timmins, ON, CA
Supporting clients with their day-to-day banking needs while providing advice on investments and mortgage solutions. My role includes helping customers complete daily transactions, guiding them on digital banking tools, and enabling self-service through online and mobile platforms. Also assess financial goals to recommend suitable investment and home financing strategies, ensuring compliant, client-focused solutions and long-term relationships.
EDUCATION
Fanshawe College
Ontario Graduate Certificate
GLS University
Bachelor of Business Administration - BBA
Fanshawe College
Ontario Graduate Certificate
ABOUT SWAPNIL BULANI
Motivated finance and insurance graduate with a solid background in customer service, banking advice, financial literacy, and effective problem-solving. Experienced in the Canadian banking sector. I am dedicated to prioritizing customer satisfaction and delivering excellent financial advisory services. Currently focused on leveraging my skills to contribute to the success of organizations in the banking and financial services sector.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.