Sanjeet Dhami

Experience

• 

  TD

  May 2014 - now

  •Play a key role in advising customers of high level financial solutions from a range of available investment and credit banking solutions.•By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships•Increase customer confidence by providing personalized financial advice, answering customer questions, and addressing their concerns, raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy•Act as a point of contact for frontline staff in handling customer problems•Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals•Stay knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participate in process improvement opportunities to protect the interests of the organization•Participate fully as a team member, help build a positive and diverse work environment, willingly assist and mentor others in completion of work activities, and address communication issues effectively Show less •Engage customers in day to day advice needs, service transactions, digital education , and customer problem resolution related to banking solutions•Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgment in confidential matters•Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking•Support the frontline staff with scheduled cash and non-cash transactions, resolve critical issues and report non-standard matters to management•Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence Show less •Create legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer service•Complete financial transactions such as deposits, withdrawals, bill payments and other account transactions for customers in an accurate and efficient manner•Ensure the customer area is professional and inviting•Ensure customer problems are handled appropriately, escalating issues when necessary.•Proactively demonstrate lobby leadership in the customer lounge with the goal to deliver an enhanced customer experience and create a positive first impression Show less

  • Assistant Branch Manager

    Jan 2024 - now

  • Retail Investment Specialist

    Mar 2022 - Jan 2024

  • Personal Banker

    Nov 2019 - Mar 2022

  • Personal Banking Associate

    May 2017 - Oct 2019

  • Customer Experience Associate

    May 2014 - May 2017