Anika Vats

Volunteering at Canadian Blood Services, supporting their mission and operations.

Led a team of 9 employees through a two-quarter branch merger while retaining 95% of high-net-worth clients and sustaining strong business performance. Developed reporting and performance metrics, oversaw compliant transfer of customer information, and conducted performance management activities.

Managed personal banking and everyday lending needs of TD customers, conducting discovery conversations to uncover needs and provide solutions. Educated customers on digital banking trends and used Salesforce and Clari for forecasting.

Delivered BNZ's signature Financial Health Checks and managed personal banking needs including lending, mortgages, and insurance. Held exploring conversations to identify customer goals and propose solutions.

Assisted onboarding of new customers, identified goals, and shared best practice solutions. Advised on protection needs and delivered exceptional customer experiences with full financial reviews.

Sold and promoted bank products and services through quality conversations, identified beneficial products, and referred customers to relevant areas. Proactively created awareness of remote channels and met targets for revenue growth and customer satisfaction.

Supported pre and post moderation processes.

Coordinated a cross cultural team, provided pastoral care to international students, and designed and managed various modules of Business Management (Level 7).

Designed and delivered various modules of Business Management.

Delivered various modules of Business Management.

Completed a Master of Commerce degree.