Ashley Wyatt
Senior Business Advisor
Cranbrook
Summary
Dedicated Senior Business Advisor with proven track record in driving growth, optimizing operations, and fostering team collaboration to achieve business objectives. Adaptable to evolving challenges and reliable in delivering impactful solutions. Known for building strong client relationships, excellent communication, and making meaningful contributions with commitment and drive.
Overview
10
10
years of professional experience
1
1
Language
Work History
Senior Business Advisor
Scotiabank
05.2017 - Current
- Served as a trusted advisor for over 500 business clients, with a large focus on the Professional sector; primarily physicians and those in the medical field.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Attended industry events and conventions
- Increased client satisfaction by providing personalized business banking advice and support.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Financial Advisor
Scotiabank
06.2015 - 05.2017
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Moody's Certificate in Small Business Banking -
Canadian Securities Institute
05.2001 -
Canadian Investment Funds Course -
IFSE Institute
05.2001 -
Skills
Relationship buildings
Strategic planning
Account retention
Revenue generation
Time management
Critical thinking
Effective communication
Team collaboration
Attention to detail
Organizational development
Planning and execution
Best of the Best Winner 2022
Recognized as Scotiabanks Best of the Best Winner, in the Alberta South - Kootenay District. This top award granted me an all-expense paid trip to the Dominican Republic in spring of 2023
Timeline
Senior Business Advisor
Scotiabank
05.2017 - Current
Financial Advisor
Scotiabank
06.2015 - 05.2017
Moody's Certificate in Small Business Banking -
Canadian Securities Institute
05.2001 -
Canadian Investment Funds Course -
IFSE Institute
05.2001 -
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