Seniority
Staff
Department
Customer/Client Service
Location
Winnipeg
Industry
Banking
Company size
105K
Contact information
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r•••••••@td.com
Phone
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Background
About Rajat Goyal
As a Personal Banker at TD, I am passionate about delivering exceptional service while helping clients achieve their financial goals. Following branch compliance for lending, investing applications, and estate profiles. In 2023, I achieved significant milestones, including surpassing individual goals, earning recognition as a 2nd runner-up on the TD Legends Leaderboard, and securing 22-25 double green customer service surveys each quarter. Identified wealth clients with investable assets exceeding $3 million along with financial planning clients with investable assets over $300K. I am committed to providing personalized, impactful financial solutions that contribute to client success.
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