Danyel Fath
Vulcan,Canada
Summary
Accomplished financial services leader with 15+ years of progressive experience across branch management, market leadership, lending, advisory coaching, and operational excellence within Alberta’s credit union system. Proven track record of transforming branch culture, driving performance, leading change, and developing strong leaders. Known for strategic thinking, operational discipline, and a strong commitment to member experience and community impact.
Overview
14
14
years of professional experience
Work History
Market Director
SERVUS CREDIT UNION
06.2025 - Current
- Lead multi-branch market operations overseeing Financial Advisors, ABMs, and frontline teams.
- Drive performance across deposits, lending, wealth segmentation, outreach, and operational excellence.
- Implement coaching rhythms and accountability frameworks.
- Lead staffing strategy, recruitment, talent development, and succession planning.
- Developed and implemented strategic marketing initiatives to enhance brand visibility and market share.
- Led cross-functional teams to execute comprehensive market analyses and identify growth opportunities.
- Strengthened brand reputation through consistent messaging and adherence to company values.
- Played a pivotal role in driving organizational change by effectively communicating new strategic direction to team members and stakeholders throughout the business.
- Collaborated with sales teams to develop targeted sales strategies that maximized revenue potential.
Branch Manager
SERVUS CREDIT UNION
06.2015 - 06.2025
- Led branch operations, ensuring compliance with regulatory standards and organizational policies.
- Developed and implemented strategic sales initiatives to enhance member engagement and retention.
- Mentored staff, fostering professional growth and improving team performance through targeted training programs.
- Analyzed financial reports to identify trends, optimize resource allocation, and drive profitability.
- Conducted performance evaluations and provided constructive feedback to enhance employee productivity.
- Oversaw budget management, implementing cost control measures to maximize branch resources effectively.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Financial Advisor
CONNECTFIRST CREDIT UNION
06.2012 - 06.2015
- Developed personalized financial solutions to enhance member satisfaction and loyalty.
- Facilitated account opening processes, ensuring compliance with regulatory standards and internal policies.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Increased member satisfaction by providing tailored financial advice and investment recommendations.
- Assessed credit applications accurately by analyzing applicants financial history, income stability, and repayment capability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the Credit Union.
- Customized investment portfolios based on client risk tolerance and financial goals, optimizing asset allocation.
Education
No Degree - Leadership Accelerator
SAIT
Calgary, AB05-2024
Skills
- Branch Leadership & Operations
- Change Leadership & Culture Transformation
- Performance Coaching & Accountability
- Lending: Consumer, Non-Personal, Rural & Ag
- Wealth Conversations & Mutual Fund Sales
- Stable Deposit Growth & Outreach Strategy
- Talent Development
- Compliance, AML & Audit Excellence
- Community Engagement & Business Development
- Salesforce, Reporting, Microsoft 365
- Salesforce
- DNA
- Microsoft Excel
- BOS Tools
- Lending Systems
- CRM Reporting
PROFESSIONAL DEVELOPMENT
- SAIT Leadership Accelerator — Servus Credit Union
- Training in strategic intelligence pillars including Adaptability, Emotional, Collaborative, Strategic, Psychological Safety, and Social Intelligence.
- Heart of Coaching — connectFirst Credit Union
- Training focused on trust-based, feedback-rich leadership.
COMMUNITY LEADERSHIP
- Former Chairperson, Friends of the Vulcan Municipal Library
- VPE School Council & Foundation volunteer
- Active community fundraiser and rural development supporter
Languages
English
Timeline
Market Director
SERVUS CREDIT UNION
06.2025 - Current
Branch Manager
SERVUS CREDIT UNION
06.2015 - 06.2025
Financial Advisor
CONNECTFIRST CREDIT UNION
06.2012 - 06.2015
No Degree - Leadership Accelerator
SAIT