Top-notch Regional Vice President with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
Work History
Regional Vice President
Alberta South, Royal Bank of Canada
04.2012 - 06.2022
Responsible for determining and setting forward sales strategy for the retail banking businesses in Alberta South region of RBC
General management of 150 staff along retail, small business, and financial planning business sales forces across a region covering Okotoks to U.S. border - B.C. border to Medicine Hat. This included: market strategy, deployment of resources, sales-enablement strategies, and sales force structure - aimed at exceeding market goals for sales results, client satisfaction goals, as well as employee satisfaction goals.
Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
Initiated strategy to drive company growth and increase market share and profitability.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Monitored key business risks and established risk management procedures.
Devised and presented business plans and forecasts to Alberta Regional Leadership.
Created succession plans to provide continuity of operations during leadership transitions.
Regional Manager Sales Effectiveness
RBC Royal Bank - Alberta Region
02.2008 - 03.2012
Responsible for setting, strategy and support for Alberta & Territories retail banking market – working in support of the Regional President.Translation of national sales strategy for the regional retail sales force. This includes: market sales strategy, sales force deployment and structure, as well as training support.
Collaborated with senior executives to evaluate performance in regional areas and develop strategies to expand revenue generation.
Achieved regional sales objectives by coordinating sales processes, assessing sales leadership skills and messages, developing successful strategies, and training leaders and sales teams to achieve and exceed business goals in sales and client satisfaction.
Senior Manager, National Mortgage Specialist Strat
Royal Bank Of Canada - National Office
05.2006 - 03.2008
Responsible for determining and setting forward sales strategy for the national Mortgage Specialist sales force. This included: product selection, compensation, market strategy, sales force structure and sales-enablement strategies.
Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
Liaised and collaborated with senior Bank leadership and across many departments to achieve strategic goals and visions.
Implemented and developed operational standards, policies and procedures.
Developed proposals and presentations for internal and external audiences.
Boosted team member productivity by enhancing performance monitoring across the country and instituting motivational approaches.
Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
Recommended and implemented successful strategies to maximize revenue.
Sales Manager - Mortgage Specialists (Alberta)
Royal Bank of Canada
01.2001 - 03.2006
Responsible for developing, leading and mentoring a Mortgage Specialist sales team of 25 people to achieve sales targets in Home financing and insurance products in southern Alberta marketplace.
Developed and maintained Regional, Branch, and National contacts to allow smooth movement of clients and their applications through our approval system in order to create the best client experience.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Maintained an ethical and positive working environment to reduce turnover and promote high retention rates.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
Recruited and hired top-level talent to add value and expertise to sales department.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Resolved customer issues quickly to close deals and boost client satisfaction.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Advisor - Sales Effectiveness
Royal Bank of Canada
12.1999 - 01.2001
Responsible for championing of RBC sales management practices for Alberta South Region, with emphasis on advising, coaching and directing sales efforts of senior sales leaders in region. This includes: maintaining a sales-focused advisory role for the Regional Vice President in Alberta South
Work closely with National Office (Sales) in order to deliver and direct efforts to focus sales force on improving sales efficiency.
Trained and supervised sales leaders and new employees to use selling strategies and apply best practices.
Trained employees to utilize upselling techniques to promote additional products and increase sales.
Built customer loyalty and retention by coaching leaders and teams to deliver excellent banking experiences.
Regional Manager Investment Sales Strategy
RBC Royal Bank
03.1997 - 12.1999
Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
Developed and maintained positive relationships with senior sales leaders in assigned sales territories.
Participated in sales calls with sales leaders and teams to strengthen customer relationships and uncover possible opportunities for growth.
Developed sales strategy based on research of consumer buying trends and market conditions.
Generated detailed sales reports and forecasts to analyze performance and track progress.
Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
Branch Manager
Royal Bank of Canada
04.1994 - 03.1997
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Resolved various issues impacting sales management and business operations.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
Examined customer loan applications for loan approvals and denials.
Consulted customers to boost product sales and services.
Engaged employees in business processes with positive motivational techniques.
Assessed employee performance and developed improvement plans.
Maintained friendly and professional customer interactions.
Education
No Degree - Business Economics
University of Regina
Regina, SK
No Degree - Business Analysis
Minot State College
Minot, ND
Skills
Proven sales leader/ coach
Corporate Strategy and Development
Strategize Plans
Management Team Leadership
Leadership and People Development
Approachable and Outgoing
Good analytical skills
Above average client relation skills/problem-solving/ issue resolution skills
Good interpersonal / networking skills
Solid understanding of financial marketplaces and issues facing advancement of client experience
Creative thinker
Computer literate –Outlook, Word, various Social Media apps
Negotiation
Attention to Detail
Accomplishments
Officers, Partners and Directors course
Investment Funds in Canada
Extensive sales training, including Royal Bank courses, London Life courses, and various external salescourses
Public Speaking and Presentation training offered by Western Canada Lottery Corp,Toastmasters, etc
Customer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial BankCustomer Service Representative/Courier and Archiving at (RBC)Royal Bank Of Canada/Antigua Commercial Bank