LISHA D ABRAHAM
Saskatoon
Summary
Client-focused and detail-oriented professional with over four years of experience in financial services and administrative roles, including work with TD Canada Trust. Holds dual postgraduate diplomas in Business Management and Human Resources, along with certification in Investment Funds in Canada (IFIC). Demonstrated expertise in client service, document handling, regulatory compliance, and cross-functional collaboration. Proven ability to manage confidential information, support policy implementation, and meet organizational goals in fast-paced environments. Strong communicator and team player with a commitment to public service and community engagement. Eager to contribute to the company with integrity, efficiency, and a positive attitude.
Overview
9
9
years of professional experience
Work History
Personal Banker & Personal Banking Associate
TD Canada Trust
05.2021 - Current
- Provide personalized financial advice and day-to-day banking support to clients, ensuring exceptional service and fostering long-term relationships.
- Opened and maintained personal banking accounts (chequing, savings, TFSAs, RRSPs, GICs) and processed credit applications (lines of credit, overdraft, credit cards, personal loans, lines of credit, and debt consolidation.
- Prepare and manage client documentation in compliance with regulatory and privacy standards.
- Identify and act on opportunities to refer clients to TD partners for Td wealth like Private banking, financial planning, investment, mortgage, and business banking needs, contributing to overall branch growth.
- Support branch business objectives by achieving individual and team performance targets, while maintaining a strong commitment to client satisfaction and service excellence.
- Ensure strict adherence to internal policies and industry regulations to mitigate risk and maintain compliance.
Shift Manager
Burger King
11.2016 - 03.2022
- Responsible for restaurant operations (labor, inventory variance, GUEST TRAC responses) during assigned shifts, including opening and closing restaurant.
- Delegates in a way that encourages teamwork during shift to ensure that the restaurant operations comply with company standards.
- Completes checklists and procedures for cash reporting, inventory control, and scheduling during shift.
- Experience in work related health and safety standards.
- Assist with training and developing of new and current crewmembers.
Shift Manager
Pizza Hut
03.2020 - 10.2020
- Responsible for managing restaurant operations during assigned shifts.
- Cash handling, reconciling cash and daily paperwork.
- Managing financial controls, operations, people development, customer service and compliance.
- Maintaining and ordering inventory and supplies.
- Ensuring all staff are following health, safety and security codes.
- Assist the Restaurant General Manager with marketing activities and new product roll-outs.
Customer service Representative & Cashier
Rona
06.2018 - 10.2020
- Operate cash terminal, handle checks, debit cards, credit cards and air miles.
- Produce and balance the cash report at the end of each shift.
- Complied with policies and procedures regarding loss prevention and breakage of goods.
- Health and safety policies.
- Greet customers warmly and ensure a good customer experience.
Education
IFIC CERTIFICATION - INVESTMENT FUNDS IN CANADA
Post Graduate DIPLOMA - BUSINESS MANAGEMENT
Saskatchewan Polytechnic
Moose Jaw, Saskatchewan12.2018
Post Graduate DIPLOMA - HUMAN RESOURCE MANAGEMENT
Confederation College
Thunder Bay, Ontario12.2017
Bachelor’s Degree - ENGINEERING
Karunya University
India05.2016
Skills
- MS Office Suite
- Negotiation skills
- Planning and organization
- Multitasking
- Customer service excellence
- Regulatory compliance
- Client relationship management
- Loan processing
- Financial advising
- Records and document management
- Time management and prioritization
- Public service professionalism
- Conflict resolution and diplomacy
- Collaboration with cross-functional teams
Languages
English
Native or Bilingual
References
Available upon request
Volunteer Experience
- Volunteered Technical and arts programs in college, Maintained a database for tracking information, hours, schedules and events participation and communicating between volunteers and staff., Coordinated fund-raising events for the functions.
- Worked with the college blood bank services
Citizenship
Canadian Citizen
Timeline
Personal Banker & Personal Banking Associate
TD Canada Trust
05.2021 - Current
Shift Manager
Pizza Hut
03.2020 - 10.2020
Customer service Representative & Cashier
Rona
06.2018 - 10.2020
Shift Manager
Burger King
11.2016 - 03.2022
IFIC CERTIFICATION - INVESTMENT FUNDS IN CANADA
Post Graduate DIPLOMA - BUSINESS MANAGEMENT
Saskatchewan Polytechnic
Post Graduate DIPLOMA - HUMAN RESOURCE MANAGEMENT
Confederation College
Bachelor’s Degree - ENGINEERING
Karunya University
Similar Profiles
Alessandro PompiliAlessandro Pompili
Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)Manager Life & Health Support Services at TD Canada Trust (TD Insurance – Support Services)
Abhilash NyatiAbhilash Nyati
Personal Banker at TD Bank Group - TD Canada TrustPersonal Banker at TD Bank Group - TD Canada Trust
Vedansh VyasVedansh Vyas
Personal Banking Associate at TD Canada Trust (TD Bank)Personal Banking Associate at TD Canada Trust (TD Bank)
Harsimran HansHarsimran Hans
Manager, Customer Experience Associate at TD Canada TrustManager, Customer Experience Associate at TD Canada Trust
Jerieza Mae HernandezJerieza Mae Hernandez
Sales Advisor at AritziaSales Advisor at Aritzia