ANITA GARTSHORE

121 7th Avenue. Belmont, Ontario N0L 1B0

519-644-2624

EMPLOYMENT HISTORY
Sept 2013 Present

Technology Solutions Officer, TD Technology Solutions

Monitor and support process improvement and act as liaison with
administrative partners.
Support team of 30 with all access request
Help to set up all Off shore Contract Employees
Plan and execute team functions and inter-team meetings

May 2012 Sept 2013 Credit Analyst, TD Wealth, London

Collect and analyze client information in order to complete credit
applications for our high net worth and unique clients
Complete Quarterly Umbrella Reports for submission to Private
Banking Head office
Review and release credit, and cross reference with reports
Back up Branch Manager for Mutual Fund reviews
Prepare client paperwork and meet with clients, as appropriate to
receive signatures
May 2008 May 2012 Private Banking Associate, TD Waterhouse Private Client Services
Work with the Private Banking staff to structure credit deals, get
approvals and complete paperwork
Provide support for Private Bankers in whatever capacity they needed
Responsible of all Audit and Compliance including the Managers
Handbook and Mutual Funds
Extend excellent customer service at every at interaction
Sept 2006May 2008 Branch Administrator, TD Waterhouse Private Client Services
Monitor branch expenditures
Oversee financial reporting activities
Ensure monthly reporting is accurate and on time
Planning and coordinating of client/partner events and seminars
Ensure staff understands and complies with bank/industry service
standards policies/procedures/controls, code of conduct and securities
laws and regulations
Handle and assist with premises issues
Coordinating and assisting with system access, IT support ect.
Maintain control of all operational/administrative activities and
reporting for Private Banking including control and support of the
managers handbook

July 2005Sept 2006 Manager of Customer Service, TD Canada Trust Br.2926 London
Supervise and schedule Customer Service Representatives
Responsible for general branch administration
Ensure staff levels appropriate while staying within FTE
Lead and contribute to CSI scores between 85 and 90
Contribute to the achievement of branch objectives
2001July 2005

Financial Service Representative, TD Canada Trust - Br.2932 St.Thomas

Loans, mortgages, lines of credit
Investments, mutual funds, financial planning
Customer problem resolution
Training of new staff, Schedules
Mutual Fund License

1997 2001

CSR/Secure Desk & Greeter Responsibilities, Canada Trust,

St. Thomas & London
Day to day banking/teller services
Customer Service and daily balancing
Business and Personal Account Service
Receptionist/Customer co-coordinator
Accurate transactions on both Canadian and U.S. accounts

1996 1997

CSO2/Branch Redirect/Call Centre

Answered in-coming customer calls
Opened new accounts
Renewed GIC, opened RRSPs
Serviced customer complaints

1986 2002

Assistant Manager/Cashier, Mustang Drive-in, London

Hire and train new staff
Weekly scheduling of staff
Nightly cash deposits
Box office sales/customer service
Bi-weekly inventory accounting and reporting

EDUCATION
Fanshawe Colledge Working Towards Business Finance Diploma Expected 2019

HOBBIES AND INTERESTS

Walking, Spending time with family and friends, Volunteering at St. Andrew's United Church
Food Drives