Sanria Metti
Braxton
Overview
6
6
years of professional experience
Work History
Operations Analyst
TD Canada Trust
11.2021 - Current
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Managed high caseloads efficiently, ensuring that each estate was processed accurately and on time.
- Ensured accurate documentation for estate settlements by meticulously reviewing files and records.
- Collaborated with legal teams to prepare comprehensive estate plans, resulting in smooth transitions and timely distributions.
- Supported families during emotionally difficult times by offering compassionate guidance throughout the entire estates processing journey.
- Advised clients on financial matters and recommended investments..
Personal Banking Associate
TD Canada Trust
10.2019 - 11.2021
- Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
- Participated actively in staff training programs designed not only for personal professional development but also for enhancing overall team performance levels.
- Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
- Managed a diverse portfolio of high-net-worth clients, providing comprehensive financial advice and superior customer service.
- Played a key role in implementing a customer feedback system that led to actionable insights for continuous service improvement efforts, ultimately translating into higher customer satisfaction ratings.
Education
Bachelor of Arts -
York University
Skills
- Excellent teamwork
- Strong organizational skills
- Customer service
- Team collaboration
- Creative thinking
- Money handling
Timeline
Operations Analyst
TD Canada Trust
11.2021 - Current
Personal Banking Associate
TD Canada Trust
10.2019 - 11.2021
Bachelor of Arts -
York University
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