Oshane Reid
Senior Wealth Officer at TD Wealth | Scarborough, Ontario, Canada
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O'shane Reid serves as a Senior Wealth Officer at TD Wealth, where he leverages over a decade of banking experience to enhance client relationships and drive operational excellence. In this pivotal role, O'shane is responsible for managing first-level escalated issues, ensuring that client concerns are addressed promptly and effectively. His expertise in problem-solving and conflict resolution allows him to navigate complex situations, providing tailored solutions that uphold TD Wealth's commitment to exceptional service.
A key aspect of O'shane's role involves leading reconciliation reporting and analysis for various projects, where his strong data management skills come into play. He meticulously analyzes financial data to identify trends and discrepancies, enabling the team to implement process improvements that enhance efficiency and accuracy. O'shane is also dedicated to fostering a positive work environment; he trains and coaches staff on essential procedures, ensuring that team members are well-equipped to meet the demands of their roles and deliver optimal customer service.
Recognized multiple times by both customers and colleagues for his dedication and leadership, O'shane is passionate about creating a collaborative atmosphere that encourages growth and development. His ability to delegate tasks effectively according to workflow not only streamlines operations but also empowers his team to excel in their individual capacities. As a Certified Team Lead, O'shane Reid continues to make significant contributions to TD Wealth, driving initiatives that enhance client satisfaction and operational performance in the competitive wealth management landscape.
Senior Wealth Officer at TD Wealth in April 2022 to Present
Wealth Ops. Officer III at TD Wealth in August 2021 to April 2022
Operations Support Officer at JN Bank in January 2017 to June 2019
Acting Business Relationship and Sales Manager at JN Bank in January 2019 to February 2019
Senior Member Services Representative at JN Bank in January 2014 to January 2016
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The University of the West Indies, Bachelor's Degree, November 2026
Management Institute for National Development, Certificate, November 2026
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Leadership
Management
Problem Solving
Project Management
Auditing
Editing
Sales
General Ledger
Recruiting
Banking
Marketing
Fraud Investigations
Customer Relationship Management (CRM)
Accounts Receivable (AR)
Scheduling
Data Management
Microsoft Office
Decision-Making
Conflict Resolution
Multitasking
Time Management
Client Relations
Team Motivation
Lead Generation
Sales Promotion
Process Improvement Projects
Positive Work Environment
Reporting
Coaching
Performance Motivation
Big Data
Business Intelligence (BI)
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Discover more about TD WealthWhat is O'shane Reid email address?
Email O'shane Reid at [email protected]. This email is the most updated O'shane Reid's email found in 2026.
How to contact O'shane Reid?
To contact O'shane Reid send an email to [email protected]. (updated on September 29, 2024)
What company does Oshane Reid work for?
Oshane Reid works for TD Wealth
What is Oshane Reid's role at TD Wealth?
Oshane Reid is Senior Wealth Officer
What is Oshane Reid's Phone Number?
Oshane Reid's phone +44 ** **** *627
What industry does Oshane Reid work in?
Oshane Reid works in the Banking industry.
Oshane Reid Email Addresses
Oshane Reid Phone Numbers
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