Experience

Pazien

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager

  • Sep 2021 - Present



TD

• Canada
• Banking
• 700 & Above Employee

• AVP, Regional Digital Payment Advisor

  • Oct 2019 - Sep 2021

  • Oversee Commercial clients to promptly process, answer and/or resolves inquiries and concerns within the digital payables and receivables product suite• Responsible for the end to end digital experience, including onboarding, fulfilment & device installation• Responsible for systems operations, compliance, technology support, settlement operations, solutions development, project delivery, and process mapping• Successfully develop solid business relationships by providing the best products and solutions, cross referrals to other lines of business all while building client retention. Show less

• Licensed Manager, AVP

  • 2015 - Oct 2019

  • Investigated and resolved Commercial and Retail client escalations and complaints in a timely and empathetic manner• Passionately managed and coached team for development resulting in six direct reports YTD nominated for the mentoring and development program and various promotions.• Managed Small Business and private client portfolios to effectively promote client retention and client growth• Consistently held daily agile meetings with staff to prepare and focus for the day.

• Financial Services Representative

  • Feb 2015 - Nov 2015

  •Presidents Club for Fiscal 2015 totaling $1,589,319 in Annuity & Insurance Premium•Succeeded an average of 143% of SR, a wallet share index of 4.56% and 160% for FSR SR totaling $924,710 in premium production YTD for Q3 along with closed loans for both consumer and business.•Surpassed an SR average of 130% to goal, a wallet share index of 4.4%, an FSR SR pace of 528% and 16 qualified TD Ameritrade referrals YTD for Q4.•Work closely with business and consumer partners, like Merchant Services, Client Services, Business lenders and residential/consumer loans, to effectively cross-sell/ provide financial solutions for clients. Show less

• Store Supervisor

  • 2012 - Dec 2014

• Head Teller

  • Aug 2006 - Dec 2012