Daisy Birch
About Daisy Birch
Daisy Birch is a Mortgage Retention Specialist at HSBC in Toronto, Ontario, Canada, where she has worked since 2021. With a background in various banking roles and relevant educational qualifications, she has developed extensive expertise in the financial services industry.
Work at HSBC
Daisy Birch has held multiple positions at HSBC since 2013. She began her career as a Cashier in Brighton, United Kingdom, where she worked for one year. She then progressed to the role of Cash Services Supervisor for another year. From 2015 to 2019, she served as a Universal Banker Expert, gaining extensive experience in various banking services. After relocating to Canada, she worked as a Personal Banker for ten months, followed by a year as a Premium Banker. Since 2021, she has been employed as a Mortgage Retention Specialist in Toronto, Ontario, focusing on retaining mortgage clients.
Education and Expertise
Daisy Birch has pursued several educational qualifications related to banking and finance. She studied at The London Institute of Banking & Finance, where she earned a Diploma in Retail Banking Conduct of Business in 2017. She also obtained a Certificate in Retail Banking Conduct of Business in 2016. Additionally, she completed the Canadian Investment Funds Course at The Investment Funds Institute of Canada, achieving the CIFC designation in 2020. Her education provides her with a solid foundation in financial services and retail banking.
Background
Daisy Birch's professional background includes a diverse range of roles in the banking sector, primarily with HSBC. Her career began in the United Kingdom, where she worked in various capacities before moving to Canada. In addition to her banking experience, she briefly worked as a Land Broker at WELLINGTON CEDAR-MILLS LTD in Hove. This varied experience has equipped her with a comprehensive understanding of customer service and financial products.
Career Progression
Daisy Birch's career progression at HSBC showcases her growth within the organization. Starting as a Cashier, she quickly advanced to supervisory roles and specialized positions. Her transition from a Cashier to a Universal Banker Expert and then to a Mortgage Retention Specialist highlights her adaptability and commitment to professional development. Each role has contributed to her expertise in banking and customer relations.