Kevin Levy

Accountabilities include leading a national team of 12 Associate Directors and 5 Associates responsible for managing a $26 billion deposit portfolio (volumes) / $92 million in direct deposit revenues, $18 million direct cash management revenues and $12 million in corporate card revenues.

Accomplishments:

• Led a team of managers to achieve consistent revenue growth through effective leadership and strategic planning.
• Top tier results (95%) in Employee Engagement scores via internal Pulse Survey
• Implemented robust performance management systems to identify areas for improvement and support employee development.
• Increased regional sales by implementing targeted marketing strategies and fostering strong relationships with key clients.
• Delivered comprehensive training programs to build highly skilled teams capable of delivering on company goals and objectives.

Lead a team of 10 Senior Managers across the GTA providing sales management and consultative services to commercial/private entities for a full range of non-credit, technical and transactional solutions. Managed a $3 billion deposit portfolio and a $7 million fee revenue portfolio. Consistent top quartile results nationally in deposit growth, fee revenue growth and profitability. Cultivated strong relationships with internal partners to generate new business opportunities and solidify top-of-mind awareness with key referral sources.

Accomplishments:

• Created three new business line specialties supporting Corporate Card, Real Estate and National Franchising
• Identified as Top Talent for Scotiabank's Leadership Resource Planning Succession Program
• Annual Viewpoint survey scores in both Employee Engagement and Manager Effectiveness significantly higher than peer group and overall Bank results
• Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
• Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
• Formed strategic partnerships and connected with potential clients to drive business development.
• Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.

Provided sales management and consultative services to retail and commercial entities for a full range of cash, treasury, foreign exchange and electronic banking solutions. Created scalable sales management tactics to exceed projected growth targets. Executed high-level marketing and sales programs with current and prospective clients to drive new business acquisition. Led newly created non-borrowing initiative for the small business treasury channel. Assisted in the successful creation and launch of the centralized sales centre for Small Business transaction requests. Annualized sales results consistently in the top quartile nationally.

• Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
• Provided strong leadership to enhance team productivity and morale.
• Consistently met or exceeded annual performance targets set by senior leadership.

Facilitated comprehensive end-to-end procurement re-engineering solutions to large multi-national corporate firms. Achieved higher levels of procurement efficiency and cost savings for corporate clients. Introduced corporate clients to alternate workflows by using information more efficiently and by integrating enhanced transactional data within their Enterprise Resource Planning systems. Won multi-million-dollar contract which generated nearly $4 million in sales revenues.

• Increased sales revenue by developing and implementing strategic business plans and initiatives.
• Improved client retention rates by fostering strong relationships and providing exceptional customer service.

Prepared and facilitated high-level presentations to internal and external centres of influence. Prospected and developed new opportunities across multiple business segments and diverse industries. Advised existing and prospective business clients on retail lending and credit products and services. Delivered seminars to prospective clients on creating business efficiencies via e-Banking solutions.

• Accomplished multiple tasks within established timeframes.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
• Developed and implemented business strategies to achieve business goals and stay competitive.

Drove profitable revenue growth through business-to-business relationship building and sales management. Identified and engaged new business prospects while managing and growing a highly profitable existing client base. Managed multiple time sensitive projects, coached senior staff and created awareness of new business initiatives. Instrumental in the development, creation and success of the Small Business Banking mobile sales force.

• Spearheaded market expansion plans for senior leadership.
• Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
• Expanded regional presence by researching potential markets, developing strategic partnerships, and opening new locations.