David Marshall
St. John's,Newfoundland and Labrador
Summary
Developed extensive skills in high-paced commercial environment with focus on client management and strategic planning. Delivered tailored financial solutions and managed key accounts, ensuring client satisfaction and business growth. After 20 years in banking, now seeking to transition into a new field, leveraging my analytical and relationship-building skills to drive success.
Overview
31
31
years of professional experience
Work History
Senior Commercial Account Manager
BMO Bank of Montreal
11.2009 - Current
- Managed a diverse portfolio of clients, maintaining high levels of satisfaction through personalized service delivery.
- Analyze financial statements as a part of the credit granting process.
- Work closely with owners to help grow their business, and manage through challenging times as a trusted advisor
Branch Manager
BMO Bank of Montreal
04.2004 - 11.2009
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Examined customer loan applications for loan approvals and denials.
- Manage branch staff including scheduling, hiring and any other human resources issues
General Manager
Canadian Tire
03.1996 - 04.2001
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee evaluations, and inventory
Marketing Analyst
Canadian Tire Corporation
06.1994 - 03.1996
- Conducted regular competitive analysis to stay informed on industry trends and adjust marketing strategies accordingly.
- Add new auto parts to CT product lines as required for new car models
- Provide product information to store staff to assist in the sales process, including the original Tire Guide.
Education
MBA - International Business
Memorial University of Newfoundland
St John's, NLBBA - Marketing Management
Acadia University
Wolfville, NSSkills
- Relationship development and management
- Industry expertise - small to medium business
- Financial analysis
Timeline
Senior Commercial Account Manager
BMO Bank of Montreal
11.2009 - Current
Branch Manager
BMO Bank of Montreal
04.2004 - 11.2009
General Manager
Canadian Tire
03.1996 - 04.2001
Marketing Analyst
Canadian Tire Corporation
06.1994 - 03.1996
MBA - International Business
Memorial University of Newfoundland
BBA - Marketing Management
Acadia University
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