Ali Hasan

Experience

• 

  Walmart

  Aug 2012 - Jul 2015

  Customer Service Specialist

  -Help customers with their inquiries for products.-Use effective communication and listening skills to make sales of products to customers as well as give assistance to other departments around the store.

• 

  TD

  Jul 2015 - now

  Vision In Action Award recipient. This is the most prestigious, highest honour and top award in TD Canada Trust given to top 1% of employees and to about 1 in every 1000 employees around the world. This is a lifetime achievement award given to those employees who exemplify TD's Guiding principals and Shared Commitments on a daily basis and who are a big part of their community. This award also recognizes the ability to develop other peers as well as to lead and develop teams with consistent results.Own the overall branch results and provide coaching on elevated advice while developing the growth of the team, building relationships with partners & customers and delivering superior resultsDeliver and manage change, keeping current with latest trends, fraud and risk managementMaking high level decisions that have a direct impact on overall results and operations. Achieved 100% results in F22, F23 & F24Positive Impact by effectively creating, delivering & implementing new branch and district strategiesDistrict Leader for Fraud Awareness, managing and analyzing complex scenarios to identify fraud and monitor AMLLegends Club 2022 recipient. Legends Club 2020 recipient. Part of the first ever Legends Clubs at TD Canada Trust. Given to top performing employees in their respective role throughout the region. Based on Branch results as well as peer nomination and voting. Vis mindre Regional Legend 2020, given to top performing managers for exceptional behaviors and performance. Responsible for reviewing and signing off on Mutual Fund trades, investments, loans, mortgages, lines of credit and other credit files while adhering to strict compliance.Successfully lead, coach and model Legendary customer service at every client interaction. This role allows me to showcase my exceptional coaching skills to ensure that front line staff and advisors are exceeding customer needs and satisfaction and providing Legendary customer service while ensuring compliance and regulatory standards are adhered to. Supporting, coaching and developing employees in their personal and professional development. Responsible for recruiting, hiring and training new employees Vis mindre Senior Financial advisor that is responsible for providing financial and banking solutions to clients.Assist clients with products that range from Mortgages, Lines of Credits, Investment solutions that include Mutual Funds and Day to Day Banking solutions.Part of management team in the branch which include responsibilities such as opening and closing the branch, signing off on large cheques, wires and transactions, dealing with client issues and assisting with the overall operations of the branch.Provide mentorship and coaching to junior advisors and front line sales team for their development.Hand picked by District Vice President and Branch Manager to be selected for this role. Vis mindre Mutual Fund licensed with my IFIC designation.Doubled my targets throughout Quarter 3 and Quarter 4 in Fiscal 2017 as a FSR and also exceeded Senior Financial Advisor targets.Achieved Million Dollar Club Milestone for Long Term Mutual Funds for Fiscal 2017 twice in my 1 year in the role ( Quarter 3 and 4).Rewarded senior authority after demonstrating rapid and great success in the role. This allows me to give overrides in the branch as well manage other co-workers and take on managerial duties. Able to open and close the branch as a senior operator.Aid customers in handling their concerns and complaints as well as solving their problems. Meet daily with new and existing customers to assist them with their banking needs and provide financial solutions. Day to day operations include opening new accounts, applying for credit products, providing beneficial investment advice and promoting the TD Canada Trust brand while creating a legendary customer experience. This role also contributes to the growth of the business by deepening customer relationships by referring clients to different TD Canada Trust partners. Also responsible for meeting individual and team specific business goals. Vis mindre Regional Champion 2016, Ranked #1 CSR in Ontario North East Region out of 1500+ fellow CSRs' throughout the full duration of my role.2017 Annual TD "Champion" in my first year with the company.Perform day to day transactions for customers providing quality service to create a positive and legendary customer experience.Assist TD Bank customers with other inquiries such as lost or stolen cards, replacement cards.Provide legendary customer experience and ensure that customer problems are handled appropriately and escalate issues when necessary.Identify opportunities to promote and advise products and services to customers by referringthem to team members or internal bank partners.Selected for training in the secure room and on bank closing procedures after 9 months of exceeding performance goals. Vis mindre

  • Senior Product Analyst

    Mar 2025 - now

  • Manager

    Sept 2020 - Mar 2025

  • Manager Customer Experience

    Jan 2019 - Sept 2020

  • Financial Advisor/Investment Consultant

    Jan 2017 - Jan 2019

  • Financial Services Representative/Investment Consultant

    Jan 2016 - Sept 2017

  • Customer Service Representative

    Jul 2015 - Sept 2016