Tim Lagman

I am a Fee Officer for Scotiabank’s Wealth Management department. In this role I am constantly communicating with both internal and external stakeholders to ensure customer satisfaction and contribute to the growth and success of the team. Furthermore, we constantly aim to improve our performance through quarterly reviews by gathering and analyzing survey data on a regular basis and take the necessary steps to maintain confidentiality where applicable.

I volunteer for the AIDS Committee of Toronto focusing on LGBT+ health and wellness providing harm reduction supplies and strategies to the community. In this role I have created workshops catered for the youth to take charge of their sexual health from an anti-oppressive lens. As such I understand the importance of breaking down barriers and making these resources accessible and how it promotes solidarity.

I graduated from Durham College’s Music Business Management advanced diploma program with honours achieving a 4.5 GPA. I have taken courses in Business Communications, Merchandising, Promotions and Publicity, Digital Business, Accounting, and Marketing. Part of the program required me to be the financial manager where I had to oversee the success of four different music venues on the same night for Oshawa Music Festival.

Wealth Management Fee Officer

Scotiabank | Toronto, ON | 2018 – present

• Established and enhanced advisor relationships through direct interaction
• Maintained knowledge of regulations, communicated with key stakeholders, and gathered financial reports to deliver superior service
• Explained advantages and disadvantages of available fee strategies to advisors to maximize client satisfaction

Outreach Volunteer

AIDS Committee of Toronto| Toronto, ON | 2019 – present

• Collaborated with community-based organizations and key stakeholders to address community initiatives
• Promoted integration of services for clients including behavioral health care and long-term services to enhance continuity of care
• Fostered community outreach by coordinating rapport-building events to liaise with community members
• Presented clients with information, referrals, and assistance in accessing resources such as medical care and harm reduction kits
• Implemented community outreach and engagement plans to reach vulnerable communities

Customer Service Representative

Scotiabank | Toronto, ON | 2014 – 2018

• Researched and resolved customer issues on personal savings, checking, and borrowing accounts
• Met and exceeded sales goals by promoting bank products and services in customer interactions
• Offered every customer exceptional service by remaining friendly and professional during every transaction

Assistant Manager

Push Play Studios | Oshawa, ON | 2013 – 2014

• Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel
• Managed staff scheduling, facilitating adequate coverage to meet demand
• Delegated tasks to team members to optimize group productivity and maintain quality control in line with industry standards

Diploma, Honours: Business Management, Music Industry

Durham College | Oshawa ,ON | Graduated April 2016

• 4.5/5 GPA
• Completed coursework in Event Planning, Marketing, and Accounting
• Dean’s List Honoree, Winter Semester 2016