Summary
Overview
Work History
Education
Skills
Timeline
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BOB COSTIGAN

Winnipeg,MB

Summary

Relationship Management: Responsible for sourcing, managing, expanding, and retaining a portfolio of major relationships. Maintain strong relationships with key decision-makers. Direct the management of all account relationships within a portfolio, through face-to-face/verbal/written communication channels. Including onboarding, negotiating contracts needed to meet retention, and ongoing sales goals. Management of portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance.


Revenue Growth: Ranked in the top percentile nationally for six consecutive years. Four of which ranked first based on three metrics, new business, referrals and exceeding sales targets by more than 500%


Sales Leadership: Six plus years of recruiting, coaching and leading high-performing sales teams to exceed growth targets.

Overview

9
9
years of professional experience

Work History

Business Banking Associate, Mid-Market

TD Business Bank
03.2023 - Current
  • Act as floating analyst within the branch assisting teams complete ARD's for borrowers ranging from under $25MM in borrowing and over $100MM in borrowing.
  • Complete annual reviews both in person with borrowers as well as performing functions as a floating analyst where needed to help the branch meet expiries. This is accomplished by leaning on my training throughout the program. Extensive experience implementing the fundamentals of commercial lending through financial analysis, risk management and industry analysis
  • Working closely with a variety of mid -market businesses as they strive to successfully meet their individual and financial goals, I have worked in conjunction with an Account Manager to meet expiries, address daily excesses on borrower accounts and monthly team reporting.
  • Meet with borrowers to introduce proposals based on their diverse credit, deposits and cash management needs.
  • Meet with borrowers to discuss new requests while helping them understand their limits given their ability to debt service.
  • Present hard default letters where needed in the event an ARD has triggered a default.
  • Work with cash management team to expedite fraud and or account issues borrowers may face during daily operations.

RELATIONSHIP MANAGER - FX Derivatives, Commercial Accounts

Olympia Financial Group
08.2018 - 03.2023
  • Responsible for sourcing, managing, expanding, and retaining a portfolio of major relationships
  • Including associations, public and private corporations
  • Maintain strong relationships with key decision-makers
  • Curating and filling trading strategies as communicated with clients within tailored risk boundaries
  • Payment consultant once positions are closed and, remittance is required
  • Bid and re-negotiate contracts with annual volume typically from $30MM plus
  • Direct the management of all account relationships within a portfolio, through face-to-face/verbal/written communication channels
  • Including onboarding, negotiating contracts needed to meet retention, and ongoing consulting goals
  • Management of portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance.

SR. TRADER

Olympia Financial Group
02.2015 - 08.2018
  • Responsible for building and maintaining a book of corporate business
  • Focusing on industries that suffer the undue burden of compliance and reporting requirements
  • Assisting clients with navigating the currency market with respect to their exposure and risk rating
  • Processing international payments for highly compliant jurisdictions
  • An extremely time-sensitive and highly detailed workflow.

Education

Certification - Fundamentals of Credit Analysis

Canadian Securities Institute
06.2023

Credit Analysis -

Moody's Analytics
06.2023

LICENCES AND DESIGNATIONS, Exempt Market Practices Licensing, Canadian Securities Course, Conduct & Practices Handbook, Investment Advisor Training Program, Derivatives Fundamentals & Options Licensing Candidate -

CANADIAN SECURITIES INSTITUTE
01.2021

Bachelor In Business Administration -

THE CULINARY INSTITUTE OF AMERICA
NEW YORK, NY
01.2010

Skills

  • Risk Management
  • Cash Flow Forecasting
  • Financial Statement Analysis
  • Relationship Management
  • Time Management
  • Business Development
  • Account Management
  • Commercial Lending
  • Debt Restructuring
  • Credit Assessment
  • Financial Analysis
  • Attention to Detail

Timeline

Business Banking Associate, Mid-Market

TD Business Bank
03.2023 - Current

RELATIONSHIP MANAGER - FX Derivatives, Commercial Accounts

Olympia Financial Group
08.2018 - 03.2023

SR. TRADER

Olympia Financial Group
02.2015 - 08.2018

Certification - Fundamentals of Credit Analysis

Canadian Securities Institute

Credit Analysis -

Moody's Analytics

LICENCES AND DESIGNATIONS, Exempt Market Practices Licensing, Canadian Securities Course, Conduct & Practices Handbook, Investment Advisor Training Program, Derivatives Fundamentals & Options Licensing Candidate -

CANADIAN SECURITIES INSTITUTE

Bachelor In Business Administration -

THE CULINARY INSTITUTE OF AMERICA

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