
Timeline
About me
Product Group Change Manager, Canadian Personal Banking
Education

British columbia institute of technology / bcit
2008 - 2010Fundraising management associate certificate with honours fundraising
The university of british columbia
2001 - 2005Bachelor of arts (b.a.) geography and psychology
Experience

The body shop
Nov 2004 - Dec 2005Team leader• Set sales targets for store and ensured it was achieved • Assist shop management in employee coaching of sales techniques• Supervise and delegate work through team members to ensure completion of tasks• Maintain an open communication between team members and shop management

Td
Oct 2005 - now• Support cross business teams in Pacific and Prairie Regions through communication of environmental initiatives and programs including employee engagement, community events and corporate environmental programs• Manage TD FEF regional activities including engaging external environmental groups, managing TD FEF grants, supporting and recruiting members for the TD FEF Executive Advisory Boards, promoting national programs and driving the annual donor campaign in regions• Plan and execute annual TD FEF Community Partner Reception for two regions and strategically utilize the event to engage external organizations in order to promote TD FEF• Identify opportunities to engage other TD business lines in programs such as TD Tree Days, TD Common Ground events, conferences, meetings, cheque presentations and agency visits Show less • Enthusiastically promote TD's culture and encourage employee engagement and participation in various TD community events • Facilitate various service, management, sales and advice workshops for retail employees in Pacific Region• Provide an extremely positive employee onboarding experience to all new hires in Pacific Region through consistent and comfortable training• Created and successfully executed a new Certified Service Program in Pacific Region to ensure new-to-bank Customer Service Representatives successfully pass their probation period with the proper training and support by different partners in the organization• Work closely with Pacific Region's Recruitment team by participating in career fairs and networking events to source new talent for TD• Subject matter expert for Learning & Development enquiries for employees from all businesses Show less • Ensure the highest level of customer service delivery from staff through extensive coaching and training• Manage the teller line schedule to ensure both customer volumes and recommended FTE goals are met• Respond to customer inquiries and launch investigations to solve customer issues in a timely and professional manner• Involved with a wide aspect of internal operations• Screen resumes and conduct interviews with potential applicants• Hire Customer Service Representatives and organize training schedule Show less • Liaise with clients and responsible for maintaining the highest client satisfaction levels• Organize and delegate business processes surrounding client intake and ensure proper workflow execution• Coordinate schedules between management and financial service officers• Ability to adapt to changing situations and needs of clients; quick learner of financial operations• Responsible for communicating and maintaining numerous branch campaigns• As the Customer Experience Leader of the branch, responsibilities also include planning and organizing initiatives to improve customer experience Show less
Change Manager, Canadian Personal Banking
Nov 2024 - nowManager, Content Delivery, MMS & Broker Enablement and Support
Nov 2021 - Oct 2024Pacific & Central Canada Regional Manager, Training and Development, Real Estate Secured Lending
May 2019 - Oct 2021Assistant Branch Manager
Nov 2015 - May 2019Pacific and Prairie Regional Manager, TD Friends of the Environment Foundation
Jul 2016 - Aug 2018Financial Advisor
Jan 2013 - Nov 2015Facilitator
Nov 2009 - Jan 2013Manager of Customer Service
Oct 2007 - Nov 2009Customer Relations Coordinator
May 2006 - Oct 2007Customer Service Representative
Oct 2005 - Jun 2006

United way of the lower mainland
Aug 2018 - Dec 2018Campaign associate• Work in collaboration with United Way Campaign Managers to implement successful fundraising strategies, as well as maintain and steward ongoing relationships with campaign portfolios • Support workplace volunteers in planning, executing and evaluation of their employee workplace campaigns, including assistance in organizing multiple events• Deliver speeches, presentations, and orientation sessions to workplace employee groups to promote United Way’s programs and mission• Steward and manage relationships with various organizations to encourage ongoing campaign participation Show less
Licenses & Certifications

Investment funds in canada with honours
Canadian securities instituteNov 2012
Volunteer Experience
Chapter Coordinator
Issued by TD Friends of the Environment Foundation on Mar 2010
Associated with Lillian TruongVolunteer
Issued by Canadian Cancer Society on May 2007
Associated with Lillian TruongVolunteer
Issued by TD Canada Trust International Jazz Festival on Jun 2006
Associated with Lillian Truong
Languages
- caCantonese
- enEnglish
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