Connie MacPherson

• Responsible for all aspects of opening and growing new business.
• Managed day-to-day business operations.
• Developed business plan, processes and procedures to provide superior service and advice to customers.
• Charted and executed marketing strategies to gain new clients.
• Hired, trained, and coached employees to provide superior customer service.
• Advised clients on weight loss programs and health related products.
• Provided ongoing weight loss and health coaching to members and retail clients.

Responsibilities included but were not limited to:

• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Hired, trained and coached employees to meet and often exceed individual and branch goals.
• Coached employees to deliver exceptional customer service.
• Supervise Account Managers on investments and credit applications.
• Grow the revenue to exceed Branch goals and contribute to the success of my District.
• Ensure all employees complied with regulatory guidelines and requirements
• Acted as District lead and expert for my colleagues on new sales platform roll out.

When I joined the branch we were ranked 172 out of 176 Branches in Ontario Southwest. Within the first year I was able to move the Branch to within top 10. The next year we moved to the number 2 position. When I left we were in the number 2 position.

Responsibilities included but were not limited to:

• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Hired, trained and coached employees to meet and often exceed individual and branch goals.
• Coached employees to deliver exceptional customer service.
• Supervise Account Managers on investments and credit applications.
• Grow the revenue to exceed Branch goals and contribute to the success of my District.
• Ensure all employees complied with regulatory guidelines and requirements.

Awarded Branch of the Year at the Blenheim location during my first year as a Branch Manager. Increased and maintained highest level of Client Loyalty.

• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Identified issues, analyzed information and provided solutions to problems.
• Guided clients through compiling important financial histories and documentation for evaluation.
• Assisted clients with Day to Day Banking needs, Credit Applications and Investment needs.
• Maintained high level of Client Loyalty while still adhering to regulatory guidelines and policies
• Acted as mentor to new employees