Daniel Page
Halifax,NS
Summary
A motivated and adaptable banking professional with a background in customer service excellence within the finance, insurance and hospitality industries. A strong foundation with the ability to forge and maintain impactful client relationships. An innovative thinker with a drive for continuous improvement.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Virtual Small Business Advisor
Scotiabank
05.2023 - Current
- Carried forward previous responsibilities prior to becoming a Senior Advisor.
- Required to meet increased sales and productivity targets.
- Expected to have an advanced knowledge of business banking and relationship management.
- Leaned upon for internal leadership and development of peers.
- Trusted in assisting with process improvement for Small Business Banking in F2024 with an external consulting group.
- Met and exceeded targets resulting in several quarterly awards.
Virtual Small Business Advisor
Scotiabank
02.2021 - 05.2023
- Supported 5 branches in British Columbia as their remote Small Business Advisor, providing advice and solutions to their Small Business clients. This involved supporting both the sales targets and administrative tasks of each branch simultaneously in partnership with the branch manager and other staff. The clientele ranged from $0-$15 million total yearly revenue.
- Responsible for having both proactive and reactive business account, digital banking, borrowing and investing conversations by phone, email and video meeting as well as completing the set-up and application processes. This included collecting and reviewing financial statements, income and supporting documents.
- Actioned internal referrals for business clients and prospected for new business through internal and external partnerships.
- Liaised with multiple layers of the bank such as private banking, commercial banking, cash management, and operations, among others, to meet and exceed client expectations.
- Awarded with Top Individual Performance in F2022 as well as several quarterly awards.
Insurance Advisor
TD Insurance
05.2019 - 02.2021
- Completing applications for home and auto insurance through inbound call channels with prospective and existing clients as a licensed insurance agent
- Managing and maintaining existing policies and requests from clients
- Ensuring their insurance policies are properly tailored to their needs and answering or finding answers to any questions they might have.
Progress Leader
CIBC
05.2017 - 05.2018
- Coaching and training newly hired employees in procedures and conversations in a variety of settings including on the job, one-on-one, remote and classroom environments
- Trusted with making quick decisions while balancing client experience and business impact
- Answering any procedural questions for new and existing employees
- Exceeded expectations in yearly rating.
Financial Service Representative
CIBC
09.2014 - 04.2019
- Receiving inbound day-to-day banking requests and moving into sales based conversations while completing initial requests with accuracy and efficiency
- Coordinating between multiple channels to ensure customer satisfaction in every interaction
- Cross trained in banking and credit card departments, moved into targeted sales queue and exceeded performance targets in first full fiscal year (2015.) Consistently exceeded performance metrics in both sales and client experience in targeted sales division
- Numerous quarterly awards for performance.
Expeditor
Jack Astor's Bar and Grill
12.2012 - 05.2015
- Main conduit of communication between front of house staff and kitchen staff
- Directing food to proper tables while garnishing and ensuring proper order accuracy in a timely manner in a high-paced environment
- Prepping food for multiple sections, making sure to rotate and label all food.
Education
High School Diploma -
Auburn Drive High School
Dartmouth, NS06.2013
Skills
- Personable
- Teamwork and Collaboration
- Problem-Solving
- Relationship Building
- Adaptability
- Effective Communication
- Process Improvement
- Self Motivation
- Time Management
- Quick Learner
- Business Analysis
Certification
- Certificate in Small Business Banking - Moody's Analytics - May 2021
Languages
ENGLISH
Native or Bilingual
FRENCH
Professional Working
Timeline
Senior Virtual Small Business Advisor
Scotiabank
05.2023 - Current
Virtual Small Business Advisor
Scotiabank
02.2021 - 05.2023
Insurance Advisor
TD Insurance
05.2019 - 02.2021
Progress Leader
CIBC
05.2017 - 05.2018
Financial Service Representative
CIBC
09.2014 - 04.2019
Expeditor
Jack Astor's Bar and Grill
12.2012 - 05.2015
High School Diploma -
Auburn Drive High School
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