Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Aaron Brown

Richmond

Summary

Dynamic and results-driven Manager with a strong track record of success, most recently at Coast Capital Savings. Proven expertise in team leadership, customer experience, and risk management, with a consistent record of enhancing branch performance. Adept at driving staff development, resolving conflicts, and implementing strategies that improve customer experience and operational efficiency. Skilled in data analysis and relationship building, with a commitment to delivering exceptional service and fostering a collaborative, high-performing team culture.

Overview

13
13
years of professional experience

Work History

Branch Manager

Coast Capital Savings
02.2018 - 11.2024
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Maintained friendly and professional customer interactions.
  • Fostered strong connections through centres of influence and across business lines and departments
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Complied with regulatory guidelines and requirements.
  • Examined customer loan applications for loan approvals and denials.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on business opportunities.
  • Performed banking, business administration and financial tasks to guarantee exemplary service for clients.
  • Analyzed financial dashboards to provide insights into key performance indicators.
  • Complied with established internal controls and policies.
  • Supported financial director with special projects and additional job duties.

Assistant Branch Manager

Coast Capital Savings
05.2014 - 01.2018
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain career advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Conducted regular cadence of meetings to motivate staff members, address concerns, answer questions, and evaluate progress toward goals.
  • Responded to customer concerns, significantly raising customer satisfaction ratings.
  • Coached and developed branch staff by offering constructive feedback and training opportunities.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Implemented process improvements to increase productivity.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Maintained friendly and professional customer interactions.

Lender

Coast Capital Savings
06.2011 - 04.2014
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Collaborated with other departments to promptly process loan applications.
  • Advised and educated clients on mortgages and personal loans.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Developed strong relationships with customers through high levels of customer service.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.
  • Approved loan applications based on customer creditworthiness and provided detailed financial advice.
  • Identified opportunities to cross-sell and upsell loan products to customers.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Compiled closing packages for drafting and presentation accuracy.
  • Assessed loan portfolios for compliance with underwriting policies.
  • Proactively identified solutions for customers experiencing credit issues.
  • Analyzed potential risks and evaluated loan products to identify suitable options for customers.
  • Examined customer loan applications for loan approvals and denials.

Education

Bachelor of Arts - Theatre And History

UBC
Vancouver, BC

Skills

  • Excels in team leadership
  • Relationship building and management
  • Strong interpersonal skills
  • People-oriented
  • Client relationship management / Customer service
  • Community relations
  • Event planning
  • Coaching and mentoring
  • Excellent communication skills
  • Multi-tasking
  • Training and development
  • Interviewing and hiring

Languages

English
Native or Bilingual
French
Limited Working

Timeline

Branch Manager

Coast Capital Savings
02.2018 - 11.2024

Assistant Branch Manager

Coast Capital Savings
05.2014 - 01.2018

Lender

Coast Capital Savings
06.2011 - 04.2014

Bachelor of Arts - Theatre And History

UBC

Similar Profiles

CREATE PROFILE
Aaron Brown