Charlene Shanner
5721 Devine Place, Regina,Saskatchewan
Summary
Experienced financial leader with over 30 years in Treasury, Consulting, and Accounting. Proven track record in driving business strategies and enhancing financial performance. Strong focus on employee engagement and client satisfaction.
- Advanced through progressively senior roles at Concentra Bank by consistently applying strong leadership and financial expertise.
- Drive business strategy execution, develop and implement business plans, and oversee financial performance with precision and accountability.
- Enhance employee engagement and performance through targeted training, continuous monitoring, and morale-building initiatives—achieving internal engagement scores consistently above 80 and exceeding organizational benchmarks.
- Oversee a diverse portfolio of client-facing products, including wholesale deposits, asset-liability management, interest rate risk analysis, derivative stewardship, CMHC securitization, lines of credit, and foreign exchange (FX).
- Achieve world-class client engagement results, maintaining Net Promoter Scores (NPS) of 75+, a reflection of exceptional service and client satisfaction.
- Build and maintain strong relationships with provincial regulators and key vendors, ensuring strategic alignment and regulatory compliance through effective communication and collaboration.
Overview
26
26
years of professional experience
Work History
Senior Director, Strategic Financial Management
Concentra Bank (subsidiary of Equitable Bank)
Regina, Saskatchewan
10.2017 - Current
- Provide leadership and strategic direction to a national team delivering balance sheet management solutions to credit union clients across Canada.
- Manage credit union product offerings, including ALM treasury consulting, securitization consulting, lines of credit, wholesale deposits, derivative stewardship, and foreign exchange services.
- Drive product strategy and execution, overseeing pricing, profitability, product development, and team performance.
- Collaborate with internal stakeholders to ensure product delivery aligns with operational risk, credit, compliance, and regulatory standards.
- Foster a client-centric culture by integrating client-first principles into strategy, operations, and team engagement, resulting in elevated satisfaction among external clients.
- Deliver presentations and educational sessions to credit union boards and senior management on balance sheet strategies and regulatory metrics.
- Partner with senior leadership to design and implement product strategies and initiatives that support growth across the credit union system.
Director, Treasury Consulting
Concentra Bank
Regina, Saskatchewan
01.2013 - 10.2017
- Lead the Treasury Consulting team in delivering interest rate risk, liquidity, and capital metrics to credit unions.
- Coach and develop team members in ALM and statutory liquidity management, driving increased product profitability through client base expansion and the creation of ancillary offerings.
- Deliver training and development sessions to senior credit union management and boards, enhancing their understanding of balance sheet strategies and regulatory metrics.
Asset Liability Management Consulting Team
Concentra Bank
Regina, Saskatchewan
01.2000 - 12.2012
- Progressively higher roles within the ALM Consulting Team to provide interest rate risk report metrics and balance sheet consulting to credit union clients across Canada.
Education
Chartered Professional Accountant (CPA) -
CPA Saskatchewan
Regina, SKBachelor of Administration - Finance and Accounting
University of Regina
Regina, SKSkills
- Team leadership and performance optimization
- Internal stakeholder enablement
- Client-centric culture development
- Relationship management with regulators and vendors
- Strong communication and interpersonal skills
- Organizational problem solving
- Product management and oversight
- Educational training and presentation skills
- Balance sheet management and consulting
- Advanced financial proficiency
- Interest rate risk management
- Fiscal management and analysis
- Key performance indicators
- In-depth knowledge of credit union regulatory environments
- Regulatory compliance
References
- References available on request.
Timeline
Senior Director, Strategic Financial Management
Concentra Bank (subsidiary of Equitable Bank)
10.2017 - Current
Director, Treasury Consulting
Concentra Bank
01.2013 - 10.2017
Asset Liability Management Consulting Team
Concentra Bank
01.2000 - 12.2012
Chartered Professional Accountant (CPA) -
CPA Saskatchewan
Bachelor of Administration - Finance and Accounting
University of Regina
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