Brian Bradshaw
1210 Podersky Wynd SW , Edmonton ,AB
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with over 20 years of experience in the banking industry.
Overview
21
21
years of professional experience
Work History
Relationship Manager 3
ATB Financial
06.2023 - Current
- Build and maintain relationships with new and existing clients while providing high level of expertise in the mid- market space
- Manage and grow existing portfolio
- Meet and Exceed clients needs and expectations.
- Risk Management
Senior, ME / Relationship Manager 2
ATB Financial
06.2019 - 06.2023
- Build and maintain relationships with new and existing clients while providing high level of expertise in the mid-market space.
- Manage and grow existing portfolio
- Meet and Exceed clients needs and expectations.
- Risk Management
Manager, Entrepreneurship B
ATB Financial
06.2018 - 06.2019
- Build and maintain relationships with new and existing clients while providing high level of expertise in the small business space
- Manage and grow existing portfolio
- Meet and Exceed clients needs and expectations.
- Risk Management
Manager, Entrepreneurship A
ATB Financial
12.2016 - 06.2018
- Build and maintain relationships with new and existing clients while providing high level of expertise in the small business space
- Manage and grow existing portfolio
- Meet and Exceed clients needs and expectations.
- Risk Management
Sr. Business Advisor
ATB Financial
01.2016 - 12.2016
- Virtually supported clients all over the province providing advice and solutions for small business.
- Solutions included accounts, investments, loans and cash management products.
Business Banking Advisor
ATB Financial
04.2015 - 01.2016
- Virtually supported clients all over the province providing advice and solutions for small business.
- Solutions included accounts, investments, loans and cash management products.
Customer Service Supervisor (Coverage)
ATB Financial
11.2014 - 04.2015
- Coached team members to deliver hospitable, professional service while adhering to set service models.
- Actively supported service associates by quickly responding to questions via phone and email and finding appropriate solutions to customer issues.
- Hired, managed, developed and trained staff, established and monitored goals, and conducted performance reviews.
Personal Banking Specialist
ATB Financial
03.2005 - 04.2015
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Meet and exceed sales targets
Customer Service Representative
ATB Financial
06.2004 - 03.2005
- Responded to customer requests for products, services, and company information.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Education
Business Administration And Management
Macewan University
Edmonton01-2006
Business Administration And Management
Northern Alberta Institute of Technology
Edmonton01-2004
Skills
- Customer Service
- Leadership
- Commercial Banking
- Relationship Management
- Financial Analysis
- Credit Analysis
- Coaching
Accomplishments
2022 ATB Presidents League Member
Timeline
Relationship Manager 3
ATB Financial
06.2023 - Current
Senior, ME / Relationship Manager 2
ATB Financial
06.2019 - 06.2023
Manager, Entrepreneurship B
ATB Financial
06.2018 - 06.2019
Manager, Entrepreneurship A
ATB Financial
12.2016 - 06.2018
Sr. Business Advisor
ATB Financial
01.2016 - 12.2016
Business Banking Advisor
ATB Financial
04.2015 - 01.2016
Customer Service Supervisor (Coverage)
ATB Financial
11.2014 - 04.2015
Personal Banking Specialist
ATB Financial
03.2005 - 04.2015
Customer Service Representative
ATB Financial
06.2004 - 03.2005
Business Administration And Management
Macewan University
Business Administration And Management
Northern Alberta Institute of Technology