Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
Generic

Brad Reynolds

Cambridge,Ontario

Summary

Motivated Team Leader with 10+ years of progressive experience and a proven track record of exceeding sales goals, developing customer service strategies and creating operational functionality. Talented professional well-versed in sales management and business development.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Branch Manager

BMO Bank Of Montreal
10.2018 - Current


  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.

Assistant Branch Manager

BMO Bank Of Montreal
05.2017 - 12.2018
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Developed strong relationships with key clients, contributing to significant growth in business revenue.
  • Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.

Financial Services Manager

BMO Bank Of Montreal
06.2014 - 05.2017

•Providing financial solutions across every-day banking, investments and lending.

• Engaging customers in complete, needs based conversations in order to simplify their financial dealings, understand their needs, and guide them with the correct solutions.

• Proactively contacting customers in order to provide a holistic financial approach.

•Coaching Customer Service Representatives to look for opportunities and build confidence in our customers.

Customer Service Representative

BMO Bank Of Montreal
08.2013 - 07.2014

Education

Bachelor Of Arts - Major: Psychology. Minor: Economics

University of Guelph
Guelph, ON
04.2012

Skills

  • Leadership
  • Relationship Building and Management
  • Coaching and Mentoring
  • Business Development
  • Sales Professional
  • Operational Effectiveness
  • Risk Mitigation
  • Excellent Work Ethic
  • Attention to Detail
  • Team Player

Accomplishments

    2022- BMO Canadian Personal & Business Banking Leadership award.


    2017: BMO Annual Best of Best Award Recipient



Languages

English
Native or Bilingual

Certification

Investment Funds in Canada Course-Canadian Securities Institute (CSI)-2013


Branch Compliance Officer-Canadian Securities Institute (CSI)- 2017

Timeline

Branch Manager

BMO Bank Of Montreal
10.2018 - Current

Assistant Branch Manager

BMO Bank Of Montreal
05.2017 - 12.2018

Financial Services Manager

BMO Bank Of Montreal
06.2014 - 05.2017

Customer Service Representative

BMO Bank Of Montreal
08.2013 - 07.2014

Bachelor Of Arts - Major: Psychology. Minor: Economics

University of Guelph
Brad Reynolds