James Daniel Allen
Calgary,AB
Summary
Accomplished Vice President with a proven track record at ATB Financial, adept in portfolio optimization and fostering client relationships. Spearheaded initiatives that enhanced customer service and achieved cost savings, leveraging targeted marketing and complex problem-solving skills. Demonstrated leadership in recruiting and building high-performing teams, consistently exceeding sales goals.
Overview
18
18
years of professional experience
Work History
Vice President, Business & Agriculture
ATB Financial
Calgary, Alberta
03.2010 - 01.2018
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Spearheaded efforts to enhance customer service processes while maintaining quality assurance standards.
- Implemented process improvement procedures that resulted in cost savings across the board.
- Fostered collaboration and development of new practices by business leaders.
Associate Vice President
CIBC
Calgary, Alberta
08.2005 - 03.2010
- Created effective business plans to focus strategic decisions on long-term objectives.
- Led cross-functional teams to ensure successful completion of organizational goals.
- Represented the company at conferences, trade shows, or other events.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
General Manager, Small Business
CIBC
Edmonton, Alberta
11.1999 - 08.2004
- Established and maintained effective communication with staff members to ensure efficient operations.
- Resolved customer complaints quickly while maintaining high quality standards of service delivery.
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
Education
Bachelor of Arts - Geography
McMaster University
Hamilton, ON10-1977
Skills
- Portfolio optimization
- Targeted marketing
- Forecasting
- Complex Problem-solving
- Recruiting and hiring
- Client relationship building
Accomplishments
- 2003 Annual Achiever at CIBC
- Catalyst Leadership Award at ATB Financial 2014
- Above Average Rating at ATB Financial for Every Year until retirement in 2018
Affiliations
- Board of Directors of United Way of Calgary and Area from 2015 until 2022. Vice Board Chair in 2019/20; Board Chair 2020/21; Chair of Governance Committee 2021/2022. During my tenure, we developed the Indigenous Strategy; Restructure of the Board from 8 Committees to 4, and developed/implemented DEI Strategy at United Way
Websites
Timeline
Vice President, Business & Agriculture
ATB Financial
03.2010 - 01.2018
Associate Vice President
CIBC
08.2005 - 03.2010
General Manager, Small Business
CIBC
11.1999 - 08.2004
Bachelor of Arts - Geography
McMaster University
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