Darren Potts
Surrey,Canada
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional drive and passion for growth.
Overview
14
14
years of professional experience
Work History
Relationship Manager
Meridian OneCap Credit Corp.
04.2024 - Current
- Fostered and maintained stellar relationships with brokers
- Drove new business growth by leveraging existing broker connections
- Regularly identified and acted upon opportunities for business expansion
- Played a key role in the team by spotting cross-selling and up-selling prospects
- Introduced clients to diverse programs to enhance their financial prospects by answering and responding to around 20 requests daily.
- Successfully onboarded new financial partners to widen our offering
Regional Coordinator
Meridian OneCap Credit Corp.
01.2020 - 04.2024
- Streamlined the transaction experience for broker partners and their clientele
- Gathered and organized materials to support operations.
- Entered data, generated reports, and produced tracking documents.
Documentation and Funding Professional
TFG Financial Corporation
11.2017 - 01.2020
- Developed strong communication and organizational skills through working on group projects.
- Proven ability to develop and implement creative solutions to complex problems.
Audit Analyst
Scotiabank
03.2017 - 11.2017
- Conducted comprehensive reviews of signed loan documentation for validity and compliance
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
Assistant Store Manager
Bosley's / Pet Value
11.2015 - 03.2017
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
Sales Executive/Quality Monitor/Sales Manager
Concentrix
01.2011 - 03.2014
- Served in diverse roles over 3 years in Belfast: Sales Executive, Quality Monitor, and Sales Manager
- As Sales Executive, engaged proactively with leads, driving sales conversions
- As Quality Monitor, audited calls to uphold service excellence standards
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Insurance Sales/Customer Service
Concentrix
01.2011 - 05.2013
- Maintained high customer satisfaction standards to meet or exceed targets.
- Planned work calendar by scheduling appointments and tracking customer service requests.
- Trained and mentored new employees on company procedures and safety protocols.
Education
High School Diploma -
Carrickfergus College
Northern Ireland, UK06.2007
Skills
- Relationship building and management
- Client acquisition
- Sales channel management
- Sales initiatives and techniques
- Business development and planning
Languages
English
Native or Bilingual
Timeline
Relationship Manager
Meridian OneCap Credit Corp.
04.2024 - Current
Regional Coordinator
Meridian OneCap Credit Corp.
01.2020 - 04.2024
Documentation and Funding Professional
TFG Financial Corporation
11.2017 - 01.2020
Audit Analyst
Scotiabank
03.2017 - 11.2017
Assistant Store Manager
Bosley's / Pet Value
11.2015 - 03.2017
Sales Executive/Quality Monitor/Sales Manager
Concentrix
01.2011 - 03.2014
Insurance Sales/Customer Service
Concentrix
01.2011 - 05.2013
High School Diploma -
Carrickfergus College
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