Karen Christie
Langley,Canada
Summary
Experienced professional with a strong background in managing regional sales teams and driving market expansion. Proven expertise in developing strategic sales plans and cultivating client relationships, leading to significant territory growth. Skilled at mentoring sales teams and improving performance through effective leadership and communication. Collaborative team player who excels in dynamic environments, constantly pursuing knowledge and personal growth.
Overview
22
22
years of professional experience
Work History
Regional Sales Manager
BMO Wealth Management
11.2021 - Current
- Drives sales results for designated products and services being sold through internal and external BMO channels
- Conducts virtual demos to high net worth clients and webinars to the investing public
- Works with internal partners to grow business and acts as a trusted advisor to assigned business group
- Delivers training and coaching to BMO employees to optimize sales and channel performance while providing input into the development of training programs for the entire workforce
- Collaborates effectively with internal stakeholders to build capability and drive business growth
- Assists in the development of strategic plans
- Organized regular sales meetings, providing comprehensive updates on market trends, competitor analysis, and new product developments.
Investment Specialist
Westminster Savings Credit Union
11.2013 - 11.2021
- Created and established strong banking relationships with customers
- Generated and managed a large portfolio of clients between multiple branches
- Advised and cross sold different personal banking products including; investments, mutual funds, loans, lines of credit and mortgages based on client's needs
- Developed and created portfolios suited to client needs
- Completed account administration and maintenance
- Managed compliance requirements
- Worked collaboratively with other lines of business including: Small Business Managers, Commercial Managers, Financial Planners and Mortgage Specialists
- Launched the Westminster Savings Investment Specialist Pilot role
Personal Account Manager
Westminster Savings Credit Union
04.2005 - 10.2013
- Created and developed banking relationships with customers
- Managed a portfolio of clients
- Advised, sold and marketed different personal banking products including; investments, mutual funds, loans, lines of credit and mortgages based on client's needs
- Made proactive, outbound sales/follow-up calls
- Completed account administration and maintenance
Financial Services Manager
BMO Bank of Montreal
07.2003 - 04.2005
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Sold and marketed different personal banking products including; bank accounts, investments, mutual funds, loans, lines of credit and mortgages based on client's needs
- Made soft collection calls; proactive, outbound sales calls
Education
Bachelor of Business Administration Degree - Advanced Studies in Business, Advanced Specialty Certificate
British Columbia Institute of Technology
Burnaby, B.C.04.2008
Financial Management Diploma of Technology - Corporate Finance & Financial Planning
British Columbia Institute of Technology
Burnaby, B.C.05.2003
Areas Of Excellence
- Superior Customer Service Delivery
- Relationship Management
- Sales Results Driven
- Training and mentoring
- Sales presentations
- Sales coaching and leadership
- Strategic planning
- Business development and planning
Languages
English
Tagalog
Timeline
Regional Sales Manager
BMO Wealth Management
11.2021 - Current
Investment Specialist
Westminster Savings Credit Union
11.2013 - 11.2021
Personal Account Manager
Westminster Savings Credit Union
04.2005 - 10.2013
Financial Services Manager
BMO Bank of Montreal
07.2003 - 04.2005
Financial Management Diploma of Technology - Corporate Finance & Financial Planning
British Columbia Institute of Technology
Bachelor of Business Administration Degree - Advanced Studies in Business, Advanced Specialty Certificate
British Columbia Institute of Technology
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