Danielle Landry

• Support a team of 40+ sales reps across Atlantic Canada & Ontario
• Managed a workload of 201 million dollars in 640 deals in 2025, a 30% increase above 2024
• Presenting customer focused financing structures and solutions
• Communication of finance programs and support to sales reps and sale operations
• Collection of customer information required to obtain credit approval
• Execution of finance packages for funding
• Liaison between Toromont dealerships and Caterpillar Financial Services and other financial institutions and brokers

• Review & support completion and accuracy of iquotes for Sales Reps
• Collaborating with departments for finance and CAT support programs
• Ensuring comprehensive communication of sales with department partners
• Review and requesting machine orders, attachments orders, and third party items
• Work closely and effectively with accounting, service staff, sales reps & managers
• Submitting logistics coordination requests
• Completion of Sales Reporting

Coordinated efficient sales administration activities to support productivity improvements.

• Streamlined warranty submission processing to enhance efficiency in registration and ensure compliance with established guidelines.
• Oversaw issuance of sales invoices and purchase orders to guarantee precise transaction processing.
• Conducted thorough assessments of customer financial documents and insurance policies to ensure compliance and accuracy.
• Accuracy critical financial responsibilities that directly impact profits
• Coordinated cross-departmental communication to streamline project execution and enhance collaboration.

• Proactive communication initiatives to drive business
• Providing financial advice and planning through investments and credit solutions
• Completing personal and small business credit applications
• Sales of credit products; overdraft, credit cards, loans and mortgages
• Sales & application submission of creditor insurance protection

• Proactive communication initiatives to drive business
• Delivered integrated solutions to support customers in achieving optimal financial health.
• Cultivated strong relationships built on rapport and trust.
• Executed detailed financial planning processes, ensuring alignment with business objectives and stakeholder expectations.
• Attained and exceeded sales and advisory objectives to enhance overall business performance.
• Analyzed market trends and investment opportunities to provide strategic advice to clients.
• Developed tailored financial plans for diverse client portfolios to achieve long-term financial goals.
• Conducted regular portfolio reviews, ensuring alignment with client objectives and risk tolerance.

• Managed a team of 10-12 direct reports.
• Facilitated coaching, development, and training initiatives for direct reports.
• Executed performance review processes to assess employee contributions and development needs.
• Oversaw staff scheduling, hiring processes, and payroll administration.
• Delivered ongoing administrative assistance to enhance branch operations.
• Monitored staff adherence to cash custody and security protocols to mitigate risks.
• Managed customer service team operations, ensuring delivery of exceptional support and maintaining high satisfaction levels.
• Designed and executed training programs to elevate staff performance and optimize customer interactions.
• Developed and maintained process documentation to streamline service delivery and enhance efficiency.

• Facilitated accurate and efficient processing of customer financial transaction requests to enhance service delivery.
• Identified and referred sales opportunities and advisory services to enhance client engagement.
• Assisted customers with daily transactions and account inquiries as head teller. Organized and secured financial documents as custodian. Supported team by managing access to secure areas.
• Implemented and monitored cash custody and security protocols to maintain operational integrity.
• Facilitated comprehensive training programs for new staff members.
• Addressed customer inquiries with efficiency, enhancing satisfaction and retention rates.
• Provided comprehensive support for complex transactions to guarantee accurate processing and compliance with established policies.
• Trained new staff on best practices in customer engagement and operational procedures.