Changkeeth A.

Experience

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  Ryerson University

  Sept 2010 - Dec 2011

  Annual Funds Representative

  • Contacted university alumni and update alumni profiles• Request Support for the university and fund raise for various departments• Inform Alumni with university updates and ensured alumni satisfaction

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  Transport Canada - Transports Canada

  Feb 2011 - Sept 2012

  Information Management and Information Technology Assistant

  • Operate a manual file tracking system to trace, recall or retrieve files and to provide a bring forward request to meet client requests. • Provided process recommendation which resulted in increased data entry accuracy

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  TD Securities

  Dec 2014 - Mar 2015

  Client Services Operations Officer

  • Meet and contribute to exceeding Service Level Agreements by processing transactions and replying to requests.• Provided exceptional customer service to incoming inquiries to the Draft and Client Services team• Apply bank operating policies and procedures and ensure necessary due diligence and compliance are applied as per existing policies.• Processed transactions and responded to client inquiries accurately and on time.• Ensured due diligence and compliance with bank operating policies and procedures. Show less

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  TD Insurance

  Apr 2015 - Feb 2016

  Insurance Analyst

  • Explain product features and enhancements and recommend appropriate coverage• Create new business opportunities that are in line with the company's growth expectations• Consistently exceed team and individual objectives related to client satisfaction, quality, and productivity• Respond swiftly to client inquiries and respond to all client concerns with the utmost level of customer service to provide a legendary experience.

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  TD Securities

  Feb 2016 - Oct 2019

  • Manage the maintenance of client and credit reference data in over 30 trading and onboarding systems for new and existing clients• Verify relevant AML / KYC requirements for new clients as per TDS AML Policy• Adhere to Service Level Agreements and internal service delivery standards• Assist in trading businesses and understanding the operating environment, business process, procedures, and transaction lifecycle for Client and Credit Reference Data Capital Markets related to all supported businesses.• Analyzed customer data to identify potential operational improvement and risk mitigation areas.• Developed automated reports to monitor data integrity and ensure compliance with regulatory requirements. Show less •Provided data-driven solutions to improve payment processing accuracy and operational workflows.• Collaborated with the Payment Investigation Help Desk team to optimize database queries and enhance reporting capabilities.• Process wire payment transactions accurately and promptly. • Complete investigations – report / escalate risk issues identified or process gaps. • Ability to execute ad-hoc requests and authority to make decisions on processes or transactions within defined boundaries for payments including SWIFT wire payments and other transactions worldwide.• Demonstrate governance, control, and risk management behaviors in alignment with TD policies and practices Show less • Manage and maintain accounts and financial entries with correspondents and banking partners worldwide• Process bank returns and adjustments accordingly in a timely and appropriate manner.• Use a large range of financial entry programs and reconciliation software• Follow up and investigate cases brought forward by correspondents and internal banking operations including cases for the entire Correspondent Banking Services team.•Analyzed transactional data to identify inefficiencies and recommend process improvements.•Created reports to track operational performance and compliance with industry standards. Show less

  • Lead Operations Officer

    Dec 2017 - Oct 2019

  • Senior Payments Investigation Operations Officer

    Jun 2017 - Dec 2017

  • Correspondent Banking Operations Officer

    Feb 2016 - Jun 2017
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  TD

  Oct 2019 - now

  • Ensured product launch and go-to-market initiatives on various credit and financial products and services while ensuring performance against established goals and KPls) and ROI requirements were met. • Directed end-to-end messaging, working cross-functionally with internal stakeholders, banking partners, and leadership teams working collaboratively to coordinate and execute events. •Spearheaded the development and execution of incident response marketing communications strategy across Canada and the U.S. for natural disasters, cyber-attacks, and system outages with extensive creative and media planning and various web development and content management •Conducted due diligence on marketing materials for mergers and acquisitions, ensuring compliance with legal, privacy, and NDA standards. • Maintained a weekly newsletter including a marketing calendar for events and upcoming projects, regular updates for various product marketing campaigns, and upcoming marketing initiatives. Show less • Developed digital marketing campaign strategies, supported business development and sponsorship initiatives for TD Wealth and TDAM TD Assets Management) for various financial and credit product offerings (i.e. ETFs, Mutual Funds, Foreign Exchange, Money markets, Derivatives, Energy products, Commodities, and Fixed Income Investments) • Monitored advisor performance and product launch initiatives end-to-end ensuring go-to-market strategies were curated and executed effectively while developing product marketing collateral tailored to advisors. •Coordinated B2B cross-functional marketing initiatives for TD Wealth and TDAM to enhance client engagement and strengthen sales strategy across national wealth teams.• Collaborated with TDAM advisors to develop and deliver marketing materials for various promotions, develop social media assets, and manage external vendors. Show less • Owned relationships with partners, stakeholders, and external vendors, influenced investments, and business development initiatives based on risk and impact assessments • Maintained and developed B2B marketing campaigns for TD Wealth partners to generate Marketing Qualified Leads MQL and Sales Qualified Leads SQL using email, SEO, SEM, ABM, and lead gen strategies. • Provide actionable insights on audience segments, consumer trends, and purchase behaviors based on statistical data of banking partners worldwide Show less

  • Marketing Manager

    Jun 2023 - now

  • Associate Marketing Manager - Wealth Advice

    Feb 2022 - Jun 2023

  • Marketing Associate - Wealth Advice

    Oct 2019 - Feb 2022