Inderjeet Tyagi

Senior Financial Advisor

• Job Details:Taking a proactive approach to discovering customer needs, educating customers, providing relevant insights and expert advice, building comprehensive plans using a holistic approach, nurturing strong relationships, developing and growing branch business.

Financial Advisor II

• Job Details:Revitalized member relationships through strategic warm calling and referrals, cultivated partnerships with diverse clients, led business development initiatives, managed credit and compliance as a credit underwriter, served as a merger ambassador.

Personal Banking Associate

• Job Details:Engaged customers, managed daily appointments, boosted satisfaction, resolved issues, guided customers, achieved increases in cross-selling success, assisted newcomers and refugees.