Relationship Manager with 20+ years experience in the agriculture industry. Passionate and driven to help achieve success for customers and organization teammates. Respected professional with strong knowledge regarding risk management.
Overview
24
24
years of professional experience
1
1
Certificate
Work History
Senior Relationship Manager
Farm Credit Canada
La Crete, Alberta
01.2022 - 02.2024
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of products and services and exceeded performance metrics for customer service.
Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Operated in self-directed environment with minimal input to solve problems and implement resolutions.
Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Networked with business leaders and executives to identify clientele within local community.
Achieved goals for sale of products and services and exceeded performance metrics for customer service.
Relationship Manager - Lending
Agriculture Financial Services Corp.
09.2019 - 12.2021
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of products and services and exceeded performance metrics for customer service.
Operated in self-directed environment with minimal input to solve problems and implement resolutions.
Assistant Branch Manager
Vision Credit Union
05.2019 - 07.2019
Reviewed credit applications for risk factors and credit worthiness.
Identified and capitalized on community business opportunities with effective networking.
Protected company assets with strategic risk management approaches.
Recommended loan approvals and denials based on customer loan application reviews.
Team Coordinator
Agriculture Financial Services Corporation (AFSC)
02.2018 - 05.2019
Overseeing the operations at five branches in the Peace Region of Alberta. Branches collectively known as a Team.
Manage all staff within the Team. Full spectrum of supervisory duties from hiring staff, ensuring structure in place for staff to train and having appropriate mentors, dealing with performance of staff.
Goal setting for branches and individual team members based on corporate objectives and goal allocations to the team.
Dealing with difficult client situations.
Involvement in full line of AFSC products.
Strong focus within the lending programs. Provided authorization on loans over branch staff limits. Authority up to $2,000,000.
Product Specialist - Lending
Agriculture Financial Services Corporation
07.2008 - 01.2018
Working with clients (large and small) to help construct financing that will meet the needs of the operation.
Review and analyze loan applications for the purpose of adjudicating within authority limits or recommending approval beyond authority limits.
Building relationships with key operations, accountants, and other businesses who have a sphere of influence. Attending trade shows and other community events to help establish relationships and promote the organization.
Responsible for managing all aspects of of a portfolio.
Annual performance reviews for the position in some recent years have come in at an exceeds level or outstanding level.
Internal Auditor
Agriculture Financial Services Corporation
01.2002 - 01.2008
Involved in internal audits and consulting projects within in all programs areas of Agriculture Financial Services Corporation (Lending, Insurance, Risk Management)
Helped develop scope of projects, compile and review information of project, and summarize findings of project for presentation to target audience.
Program Analyst
Agriculture Financial Services Corporation
01.2000 - 01.2002
Involved in the assessment of financial information and farm operation information to determine amount of disaster funding client receives under the risk management program.
Education
Bachelor of Arts -
Augustana University College (U of A, Augustana Faculty)
1994
Skills
Cheerful demeanor
Self-sufficient
Team player
Excellent work ethic
Positive attitude
Objective Decision Making
Complex Financial Issues
Financial Analysis
Loan Origination Process
Customer Service
Accomplishments
Achieved Certified Internal Auditor Designation in 2007 (currently at an inactive status).
All prerequisite courses taken to enter the Certified Management Accountant - Professional Program. Accounting & business courses taken through Grant MacEwan & NAIT. Courses 1998-2001.
Certification
Commissioner of Oaths - Province of Alberta
Leadership Development Program - U of A/AFSC
Supervisory Development Program - U of A/AFSC
Various Risk Management Association programs
Timeline
Senior Relationship Manager
Farm Credit Canada
01.2022 - 02.2024
Relationship Manager - Lending
Agriculture Financial Services Corp.
09.2019 - 12.2021
Assistant Branch Manager
Vision Credit Union
05.2019 - 07.2019
Team Coordinator
Agriculture Financial Services Corporation (AFSC)
02.2018 - 05.2019
Product Specialist - Lending
Agriculture Financial Services Corporation
07.2008 - 01.2018
Internal Auditor
Agriculture Financial Services Corporation
01.2002 - 01.2008
Program Analyst
Agriculture Financial Services Corporation
01.2000 - 01.2002
Bachelor of Arts -
Augustana University College (U of A, Augustana Faculty)