Summary
Overview
Work History
Education
Skills
Timeline
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Kevin Levy

Thornhill,ON

Summary

Encouraging leader and analytical person with talents for team building and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively affect company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.

Overview

22
22
years of professional experience

Work History

Regional Director & Head

Scotiabank
Eastern Canada
09.2016 - Current
  • Accountabilities include leading a national team of 15 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
  • Lead a team of managers to achieve consistent revenue growth through effective leadership and strategic planning
  • Implement robust performance management systems to identify areas for improvement and support employee development
  • Increase regional sales by implementing targeted marketing strategies and fostering strong relationships with key clients.
  • Conduct monthly performance reviews with district managers, setting measurable objectives for each store.
  • Develop and implemented regional strategies to increase market share and profitability.
  • Participate in round table discussions to brainstorm business strategies.

Director & Head, Commercial Distribution

Scotiabank
Greater Toronto Area
11.2010 - 09.2016
  • Led a team of 10 Associate Directors across the GTA providing sales management and consultative services to commercial entities for a full range of non-credit, technical, and transactional solutions
  • Managed a $10 billion deposit portfolio and a $8 million fee revenue portfolio, 4% annual growth year over year
  • 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.
  • Implemented systems for tracking progress on key initiatives or projects.
  • Assessed employee performance against established benchmarks or targets.

Associate Director

Scotiabank
Greater Toronto Area
11.2006 - 11.2010
  • 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
  • Aided in the successful creation and launch of the centralized sales center for Small Business transaction requests
  • Annualized sales results consistently in the top quartile nationally.

Associate Director, Business Development

Bank Of Montreal
USA / Canada
01.2005 - 11.2006
  • 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 multimillion-dollar contract which generated $4 million in sales revenues.

Senior Manager, Business Development

Scotiabank
Greater Toronto Area
01.2004 - 12.2004
  • Prepared and facilitated high-level presentations to internal and external centers 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.
  • Created detailed reports on project progress for senior management review.
  • Represented the organization at conferences or trade shows as an expert speaker on relevant topics.

Regional Manager

Scotiabank
Toronto, North
09.2002 - 12.2003
  • 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.
  • Trained staff on product knowledge, customer service techniques, sales strategies.

Education

MBA - Business Management

Niagara University
08-2002

Marketing Management -

Seneca College of Applied Arts
08-1999

Bachelor of Arts - Sociology / Communications

York University
08-1998

Skills

  • Talent Acquisition & Effective Leadership
  • Innovation and Creativity
  • Relationship Building
  • Business Development
  • Sales Planning
  • Client Relationships
  • Performance reporting
  • Partnership Development

Timeline

Regional Director & Head

Scotiabank
09.2016 - Current

Director & Head, Commercial Distribution

Scotiabank
11.2010 - 09.2016

Associate Director

Scotiabank
11.2006 - 11.2010

Associate Director, Business Development

Bank Of Montreal
01.2005 - 11.2006

Senior Manager, Business Development

Scotiabank
01.2004 - 12.2004

Regional Manager

Scotiabank
09.2002 - 12.2003

MBA - Business Management

Niagara University

Marketing Management -

Seneca College of Applied Arts

Bachelor of Arts - Sociology / Communications

York University
Kevin Levy