Jayshree Pandya

**** ***** ******* ******

Loganville. GA 30052

* 470-***-****)*

(adxbxm@r.postjobfree.com)

CAREER OBJECTIVE

Ambitious and highly motivated individual with over 14+years banking experience. Demonstrated leadership with strong organizational and prioritizing abilities. Consistently achieved exceptional results while possessing high level of customer satisfaction with minimal supervision.

Looking forward to work at a banking/finance organization helping people to plan and achieve their financial stability goals.

EDUCATION

M.S. UNIVERSITY

Vadodara, Gujarat

Bachelor of Science – Food and Nutrition (April 1986) CREDENTIALS AND LICENSES

1. Canadian Security Courses – Mutual Fund license 2. Commissioner of Oath, Alberta

SKILLS

Leadership adaptable

o organizational and client relationship management skills o Customer service and satisfaction

Complex problem solving

Time management

Judgement and decision making

Team Player

Amazing ability to quickly learn about financial products and services PROFESSIONAL EXPERIENCE

TD CANADA TRUST BANK, Edmonton, AB, Canada.

Financial Advisor/Investor, August 2006 to February 2021 o Analyze financial information obtained from clients to determine strategies for meeting clients’ financial planning objectives related to cash, debt, risk, tax, investment, retirement and estate planning. Recognize investment opportunities and implement recommendations and advise. Analyze applicants’ financial status, credit and property evaluations to determine feasibility of credit granting. Implemented effective marketing and business development initiatives at the branch. Resolve customer complaints regarding sales and service. Maintain and grow client bases.

Mentoring and training juniors and new staff.

Assist in branch opening and closing procedures.

Manage projects or contribute to committee or team work. FAIRDEAL IMPORT & EXPORT, Toronto, ON, Canada.

Senior Territory and customer service representative, Feb. 2002 to June 2006 Increased revenues and profits by building strategic client and business partner relationships. Referred customers to the appropriate service provider and executed highly customized solutions to meet the needs of customers.

Developed new business through leads generated from partnering and relationship building skills. Actively identified and made referrals to all business partners. Contact all leads provided by various internal lead generation program to increase business sales and profits.

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