Seniority
Staff
Department
Customer/Client Service
Location
Montreal
Industry
Banking
Company size
105K
Contact information
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y•••••••@td.com
Phone
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Background
About Yaad Solomon
Highly motivated and results oriented with experience providing strategic financial advice based on financial product knowledge and client needs. Knowledgeable and experienced on different banking aspects such as; Investment solutions, Real Estate Secure Lending funding, Day to Day product solutions and Estates. Identifies referral opportunities to partners. Manages and prioritizes multiple tasks in a dynamic work environment to ensure optimal operational efficiencies. Ensures complete compliance with company policies and procedures to support operational efficiencies.
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