Summary
Overview
Work History
Education
Professional Development Highlights
References
Timeline
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Edwin Naron

Calgary,AB

Summary

With a strong financial background and over 20 years of combined experience and education, this candidate has established themselves as a proven, sales-oriented leader. Their expertise lies in leveraging financial acumen to drive business growth and maximize profitability. Throughout their career, they have consistently achieved exceptional results by developing strategic sales initiatives, cultivating strong client relationships, and effectively leading high-performing teams. With a track record of surpassing targets and delivering outstanding customer satisfaction, this candidate is confident in their ability to make a significant impact in any organization.

Overview

21
21
years of professional experience

Work History

Area Manager

ConnectFirst Credit Union
11.2021 - Current
  • Effective and target execution of retail banking annual business plan by leading an assigned group of Credit union branches, vary in sizes and complexity totally approximately $4B
  • Motivate and influence 14 branches along with 100 employee to deliver exceptional member experience, acquire and retain profitable members, grow market and wallet share, grow organization brand while ensuring proper risk management practices are in place
  • Develop streamline processes and operational efficiencies, that translates the strategic direction into retail operational plans to achieve financial results
  • Develop an effective sales strategy in collaboration with other organization stakeholders to communicate sales goals, priorities, results and performance levels across the organization.

Branch Manager in various locations

ATB Financial
08.2016 - 11.2021
  • Currently a Community Branch Manager for the Downtown Branches (8th Ave, Stephen Ave, 5th Ave, and 6th Ave)
  • Demonstrated strong leadership in managing change by using adoption tools and implementing a contact strategy to improve the customer experience
  • Developed a foundation for engaging new and existing team members through meaningful coaching and mentoring.

Branch Manager

RBC Royal Bank
04.2011 - 08.2016
  • Strong development in leading change with employees to utilize internal partners to help build market growth
  • IE Mortgage Specialists, Small Business advisors, Investment advisors
  • Developed partnerships with local businesses to help create awareness that the team of Okotoks and London @ Heritage can help in regard to banking needs
  • Developed a foundation of engaging new and existing RBC employees through meaningful coaching and mentoring skills
  • Coached and motivated the service team along with the Manager of Client Care in ensuring superior client care is delivered in consideration of local market conditions
  • Ensured risk management guidelines were met through regular retention routines
  • Recognized staff and peers through rewards and recognition.

Manager Client Care

RBC Royal Bank
06.2003 - 04.2011
  • As a Manager Client Care, provided leadership for the branch in achieving team sales objectives and related activities to achieve a superior client experience, business retention and profitable growth and productivity
  • Demonstrated and provided advice as a Senior Account Manager, Operated as the primary contact of a High Valued book of clients, managing the relationship on behalf of RBC ensures client’s needs are exceeded and the relationship remains profitable to RBC
  • Able to fulfill Personal and Business loans and mortgages, Deposits and Investments products, accounts, lines of credits, and credit cards
  • June 2003 to March 2005 assumed the role of a Customer Service Representative, Greet and serve all clients in a friendly, professional manner, ensuring that all RBC standards are being met and exceeded at all times.

Education

Leading Beyond Any Title Certification -

SAIT
01.2024

Branch Compliance Officer -

Canadian Securities Institute
01.2011

Investment Funds in Canada -

Institute of Canadian Bankers
01.2005

Business Administration Diploma, Administration Major -

River College, Winnipeg MB
01.2000

Professional Development Highlights

  • 02/01/22, Led the retail team at connectFirst Credit Union in a strategic initiative to boost the effectiveness and efficiency of our advisory group by leveraging renewal leads to rapidly build proficiency and drive performance.
  • 01/01/21, Developed a hiring strategy for connectFirst Credit Union focused on attracting, retaining, and assessing candidates to ensure we bring the best talent into the organization.
  • 08/01/19, Completed a small business training program at ATB, equipping me to advise customers and coach team members on lending up to $250,000.
  • 07/01/18, Received the Everyday Hero Award as a leader at the Sunridge location of ATB.
  • 01/01/17, Honored to contribute to the reimagining process of ATB’s release limits for team members, enhancing the overall customer experience.
  • 01/01/16, Embraced change with a growth mindset, successfully implementing an advisory-only branch model at ATB Douglas Glen Branch to enhance customer impact.
  • 01/01/13, Successfully launched a new DeNovo RBC branch, exceeding expectations by acquiring 1,000 new clients, achieving an average of 2.2 products and services per client, and generating $95 million in business volume within two years—surpassing the three-year target.

References

Available upon request

Timeline

Area Manager

ConnectFirst Credit Union
11.2021 - Current

Branch Manager in various locations

ATB Financial
08.2016 - 11.2021

Branch Manager

RBC Royal Bank
04.2011 - 08.2016

Manager Client Care

RBC Royal Bank
06.2003 - 04.2011

Leading Beyond Any Title Certification -

SAIT

Branch Compliance Officer -

Canadian Securities Institute

Investment Funds in Canada -

Institute of Canadian Bankers

Business Administration Diploma, Administration Major -

River College, Winnipeg MB
Edwin Naron