Tig Thakkar
Cea @TD
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WORK HISTORY
Cea @TD
Oakville, ON, CA
In a high-volume branch setting, provided individualized banking solutions and financial guidance while upholding outstanding customer satisfaction- Collaborated with relationship managers and financial advisors to find cross-selling and referral possibilities that help TD achieve its retention and growth objectives-Accurately completed complex transactions while guaranteeing complete adherence to TD\'s risk management, AML, and KYC regulations- To increase service effectiveness and fortify enduring client relationships, made use of data and client insights- Use CRM and branch systems to track client follow-ups, resolve issues, and ensure strong satisfaction scores- Identify client goals and recommend products such as credit, savings, and investment solutions that align with their needs.
ABOUT TIG THAKKAR
Level III Canadian Law and Governance @ University of Guelph
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