Nour Zrein
Euless,TX
Summary
Ambitious, detail-oriented professional with broad experience in Corporate and Retain Banking. balancing priorities and meeting deadlines under pressure. Well versed at providing impeccable client service, cultivating lasting client and partner relationships, and serving as a team leader.
Overview
9
9
years of professional experience
Work History
Client Service Associate
TD Wealth Private Investment Advice
06.2021 - Current
- Team member to two Wealth Advisors.
- Help manage an over $500M book of business that consists of high net worth individuals.
- Primary point of contact for clients requesting money movement transactions, security trades, and research inquiries.
- Responsible for creating accurate and clear quarterly presentations for clients to review their portfolio details and performance.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Maintained and managed customer files and databases.
- Offered troubleshooting advice to assist customers with technical issues and navigate smooth process.
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
Personal Banking Associate
TD Canada Trust
01.2020 - 06.2021
- Trained and coached junior team members
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Evaluated client financial positions and identified most appropriate banking products.
- Provided advice on different bank products and financial options.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Processed customer applications and approved loans in accordance with bank policy.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
Customer Service Representative
TD Canada Trust
02.2015 - 01.2020
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Trained staff on operating procedures and company services.
- Delivered prompt service to prioritize customer needs.
Education
Conduct And Practices Handbook Course (CPH®) -
Canadian Securities Institute
Calgary, AB, Canada2022
Certificate in Medical Terminology -
Mount Royal University
Calgary, AB, Canada03.2019
Bachelor of Arts - Sociology
Mount Royal University
Calgary, AB, Canada06.2018
Minor in Business Management -
Mount Royal University
Calgary, AB, Canada06.2018
Skills
- Strong organization
- Excellent attention to detail
- Excellent communication skills
- Team player
- Expert in customer relations
- Proficient in Excel, Word, PowerPoint, and Adobe
- Relationship Building Between Partners
Timeline
Client Service Associate
TD Wealth Private Investment Advice
06.2021 - Current
Personal Banking Associate
TD Canada Trust
01.2020 - 06.2021
Customer Service Representative
TD Canada Trust
02.2015 - 01.2020
Conduct And Practices Handbook Course (CPH®) -
Canadian Securities Institute
Certificate in Medical Terminology -
Mount Royal University
Bachelor of Arts - Sociology
Mount Royal University
Minor in Business Management -
Mount Royal University
Similar Profiles
NICOLA WILLIAMSNICOLA WILLIAMS
Client Service Associate at TD WEALTH PRIVATE INVESTMENT ADVICEClient Service Associate at TD WEALTH PRIVATE INVESTMENT ADVICE
Anessa PatelAnessa Patel
Student Intern at TD Wealth Private Investment AdviceStudent Intern at TD Wealth Private Investment Advice
Andrea AgbarehAndrea Agbareh
Direct Investment Specialist at TD WealthDirect Investment Specialist at TD Wealth