Frank Bonanni
Victoria,BC
Summary
As an experienced Banking and Financial Sales professional with 3 different Financial Institutions over the past 25 years, I have experienced different financing for clients from Term Lending for Commercial Real Estate for with Owner Occupied users, change of Business Ownership, Working Capital Loans and Lines of Credit. I have great Sales methods and have been able to adapt in my style to become one of the top sales Professionals with the Companies I have had the opportunity to be a part of. I am a very positive individual, very self driven and motivated, have the ability to establish great relationships and rapport with clients and professionals. I work well working remotely and also being part of team environment.
Business-savvy Commercial Manager offering 25 years of progressive experience in the Finance industry. Managing and building high-performance teams to execute on company strategy. Keen analytical and strategic planning abilities to deliver long-range success. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Commercial Manager
Designer Capital Inc.
01.2021 - Current
- My role as a Commercial Manager is typically meeting with high net worth clients and go through the process of working with a Commercial Mortgage Broker.
- Aligned commercial activities with strategic company goals by optimizing sales opportunities.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Built sales forecasts and schedules to reflect desired productivity targets.
Senior Relationship Manager, Business Development
Coastal Community Credit Union (CCCU)
Victoria, British Columbia
01.2015 - 01.2021
- My role with CCCU was to establish a strong Portfolio of clients through my network of referral sources.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Addressed inquiries from clients and department team members.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.
Senior Relationship Manager, Business Acquisition
Business Development Bank of Canada (BDC)
Edmonton, Alberta
09.2004 - 01.2015
- As my role expanded and my success in Sales increased I had the opportunity to train incoming Account Managers to the BDC Way and Sales Training.
- Addressed inquiries from clients and department team members.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
Personal Financial Advisor
Scotiabank
Edmonton, Alberta
09.1996 - 09.2004
- Reset patient passwords and assisted with patient portal access and navigation.
- Updated patient data in [Software] database system.
- Researched and identified patient billing issues to respond to patient questions and resolve.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Recommended strategies to clients to help achieve financial goals.
Education
Business Administration- Finance Major -
Northern Alberta Institute of Technology (NAIT)
Edmonton, AB04-1996
Skills
- Business Administration
- Finance
- Customer Service
- Sales
- Financial Analysis
- Underwriting
- Relationship Management
- Business Development
- Cold Calling
- Commercial Banking
- Construction Financing
- Commercial Real Estate
- Mortgage Brokerage
- Sales Training
- Teamwork
- Communication
- Adaptability
- Organizational Skills
- Account Management
- Pipeline Management
- Sales Support
- Customer Relationship Management
- Contract terms negotiation
Affiliations
- Volunteer Hockey Coach for 8 years with Juan De Fuca Minor Hockey Association
- Fitness enthusiast in the gym or doing yoga
- Love to golfing
- Love to be outside at the beach or hiking
- Love to travel
- Love to spend time with my 2 kids
Certification
Licensed Mortgage Broker since 2022
Timeline
Commercial Manager
Designer Capital Inc.
01.2021 - Current
Senior Relationship Manager, Business Development
Coastal Community Credit Union (CCCU)
01.2015 - 01.2021
Senior Relationship Manager, Business Acquisition
Business Development Bank of Canada (BDC)
09.2004 - 01.2015
Personal Financial Advisor
Scotiabank
09.1996 - 09.2004
Business Administration- Finance Major -
Northern Alberta Institute of Technology (NAIT)
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