Assistant Branch Manager with extensive financial expertise and passion for member service with a 26 year career centered around investment and banking advice, either in a sales role or leading a team.
Overview
26
26
years of professional experience
Work History
Assistant Branch Manager
Vancity
03.2011 - Current
Supports growth of an engaged and experienced team to create value in our community while delivering on financial objectives of the branch
Branch 29: ABM of Advice and Service - March 2014 to present
Branch 50: ABM of Service - March 2011 to March 2014
Branch 34: Member Service Manager - May 2006 to April 2007
Squad Leader
Vancity
03.2020 - 06.2020
During COVD rotations
Provided leadership and guidance to a reduced capacity team to ensure continuity of branch support to our community during the pandemic
Branch 29/50/53
Branch Manager (contract)
Vancity
04.2018 - 07.2018
During a transition period within our branch, ensured our team and community had continued support to deliver on financial objectives of the branch while maintaining and building community relationships
Account Manager
Vancity
Developed knowledge and experience to build trust and work collaboratively with members to provide best advice and create plans to help them achieve their financial goals.
During these roles I was a Licensed Account Manager (LAM) actively selling Mutual Funds to members.