At National Bank of Canada, I managed and grew a client portfolio through proactive engagement. I used structured discovery to identify client needs and translate them into tailored financial solutions.
I also executed targeted outreach and referral initiatives to support client acquisition and business growth, using CRM systems to track interactions and manage pipelines.
Earlier, at BCAA, I improved customer retention through proactive follow-ups. At TD Canada Trust, I identified product and referral opportunities and supported customers adopting online and mobile banking.
