Adrian Belei
Longueuil,QC
Summary
Organized, dependable, and performance-oriented leader with over 10 years of progressive experience in sales operations, people management, client relationship, and strategic leadership. Strengths include team coaching & leadership, planning & analysis of key performance metrics, and relationship building.
Overview
10
10
years of professional experience
Work History
Senior Branch Manager
Scotiabank
11.2021 - Current
- Assess employee performance and develop improvement plans.
- Ensure operational efficiency through new processes, monitoring compliance, and best practices.
- Lead a team of 18+ Advisors and Customer Representatives to success while empowering and encouraging career growth.
- Support the district by leading advisor knowledge clusters and contributing to district success.
- Evaluate new district candidates on the interview panel initiative.
- Support the district Vice President and Small Business District Manager with financial analysis and group meetings leadership.
Branch Manager
Scotiabank
01.2019 - 11.2021
- Build, coach, and lead a team of financial advisors and other bank representatives to deliver an excellent customer experience, value, and financial results.
- Create and launch quarterly and yearly plans to improve on KPIs.
- Manage employees and high-net-worth customer relations.
- Develop partner relationships as well as coordinate with outside associations to leverage and add to overall branch performance.
- Keep track of KPIs and adjust strategies accordingly when needed.
- Participate in fundraising events and encourage leadership among team members to ensure funding goals are achieved.
- Effectively communicate to existing and new diverse employees.
- Increase employee commitment and manage employee development.
- Ensure compliance standards are met within the branch; Monitor and action reports.
- Animate customer satisfaction, sales, and coaching meetings.
- Create action plans for gaps in results with staff members.
Assistant Branch Manager
Scotiabank
07.2018 - 08.2019
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Financial Planner - Investment and Retirement Planner
Royal Bank Of Canada
07.2016 - 07.2018
- Established and deepened existing client relationships through complex financial planning.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed relationships with COIs within the community.
Financial Advisor
Scotiabank
09.2013 - 07.2016
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
Financial Planning -
Institut Québecois De La Planification Financière
04.2017
Bachelor of Commerce - Major in Finance
Concordia University
John Molson School Of Business04.2014
Investment Funds in Canada -
IFC
09.2013
Skills
- Sales Operations
- Sales Team Training
- Performance Management
- KPI Tracking
- Staff Management
- Team Building and Development
- Strategic Planning
- Goal Setting
- Resolution-Oriented
- Sales Planning
- Pipeline Management
- Business Development
Accomplishments
- Consistently Top 20% in the country in 2019, 2021 & 2022 among 950+ branches nationwide.
- Grew net branch assets value by $58 Mil. in Small Business and $17 Mil. in Retail in FY2023.
- Referred $54 Mil. in internal and external assets to partners in FY2023.
Languages
English
Native or Bilingual
French
Native or Bilingual
Romanian
Native or Bilingual
Timeline
Senior Branch Manager
Scotiabank
11.2021 - Current
Branch Manager
Scotiabank
01.2019 - 11.2021
Assistant Branch Manager
Scotiabank
07.2018 - 08.2019
Financial Planner - Investment and Retirement Planner
Royal Bank Of Canada
07.2016 - 07.2018
Financial Advisor
Scotiabank
09.2013 - 07.2016
Financial Planning -
Institut Québecois De La Planification Financière
Bachelor of Commerce - Major in Finance
Concordia University
Investment Funds in Canada -
IFC
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