Steven White, MBA

Experience

• 

  Bank of America

  Nov 2007 - Apr 2011

  Assistant to Group Manager On-boarding of many employees entering the business for the first time. Focused coaching effectiveness by providing assistance and support to this individuals as a transitional leader. Sales and Efficiency records set as new employee for well-established firm.

  • Apprentice & Emerging Leader Program

    Apr 2009 - Apr 2011

  • Mentor

    Apr 2008 - Apr 2009

  • Customer Service Representative

    Nov 2007 - Apr 2008
• 

  TD

  Nov 2007 - now

  Product Owner, Strategy & Pricing, Investing, Cards & Borrowing. Developed critical skills and core capabilities throughout four 6-month rotations across the enterprise. Specifically, I have assisted in a variety of projects such as: Product Rationalization for Personal Loans, Gathering Insights and Growth strategies for Direct Investing, Prioritizing 12,000+ Customer Irritants in our Payment & Rewards Journey, and creating a foundation for our Future State Branch Centers 2025. Led hiring, negotiations and strategic implementation for post-repatriation of ~50 FTE, enabling digital and technology autonomy while streamlining client experience for TD wealth clients transitioning from a vendor to an in-house like for like business model. Acting Call-Centre Manager. Third party relationship manager for WebBroker technical support located on shore ~90 FTE. Managed SLAs and various KPIs. Projects included Legendary Experience Index for TD implementation alongside introduction of Repatriation for 5 Year Net Benefit savings of 5MM+. • Direct Investing: Vendor Analyst for Millennium 1 - TD Waterhouse. Forecasting. Strategic Initiatives. • TD Ameritrade: Investor Services Manager - Managed a team of fully licensed US brokers for traders.• Team Leader: TD MBNA Credit Cards - Project Execution and coaching• Mentor and Emerging Leadership Program: BAC• Customer Service Representative: BAC

  • Cross Enterprise Manager - MBA Graduate Leadership Program

    Jul 2022 - now

  • Digital Enablement Leader, Direct Investing

    Oct 2021 - now

  • Vendor Relationship Manager, Direct Investing

    Jul 2017 - Oct 2021

  • Prior Roles @ TD Bank Group

    Nov 2007 - Jul 2017
• 

  TD Ameritrade

  May 2014 - Jun 2015

  Investor Services Manager

  Managed teams of US Brokers for the US Market. Impacted business through LEAN implementation. Influenced, coached, inspired others. Series 7 & 63 accreditation.