Kevin Levy
Toronto,ON
Summary
Dynamic financial services leader with over 20 years of expertise in treasury, payments, and cash management, recognized for steering teams toward remarkable business growth. Visionary strategist skilled in client negotiations and strategic planning, consistently delivering significant revenue increases and elevated client satisfaction. Committed to continuous innovation to adapt to evolving industry demands, leveraging exceptional relationship-building skills to foster collaboration and drive success. Proven track record of enhancing operational efficiency while maintaining a client-centric focus in all initiatives.
Overview
26
26
years of professional experience
Work History
Director, Commercial Card Solutions, Global Transaction Banking, North America
Scotiabank
09.2024 - Current
- Lead team of over 10 Associate Directors to implement payment solutions, boosting client satisfaction and retention.
- Train and mentor new talent, achieving consistent contract closures.
- Negotiate RFP bids and renewals, securing favorable terms and agreements.
- Develop strategic client roadmaps, enhancing cross-channel collaboration.
- Analyze portfolios to tailor solutions, driving measurable business outcomes.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
Director & Head, Corporate Sales, Global Transaction Banking
Scotiabank
01.2016 - 08.2024
- Led national team to grow $30B+ deposit portfolio, boosting $100M+ revenues.
- Implemented performance systems, enhancing staff development and identifying improvement areas.
- Conducted monthly reviews, setting realistic targets for team performance.
- Created pitch decks, enhancing product differentiation and client engagement.
- Recommended solutions to mitigate fraud risks in client ERP systems.
Director, Commercial Sales, Global Business Payments
Scotiabank
01.2010 - 01.2016
- Directed a team of Associate Directors, enhancing sales and consultative services.
- Managed a $10+ billion portfolio, achieving substantial growth annually.
- Fostered partnerships to increase business opportunities and brand visibility.
Associate Director, Payments & Cash Management
Scotiabank
01.2007 - 01.2010
- Consulted retail and commercial clients on comprehensive banking solutions, boosting client satisfaction.
- Contributed to the launch of a centralized sales center for Small Business transactions, enhancing efficiency.
- Achieved top quartile national sales results annually, demonstrating consistent performance.
- Received 'Best of the Best' award for outstanding sales achievements, highlighting exceptional results.
Associate Director, ePurchasing Solutions, Card Sales
Bank of Montreal (Harris Bank)
01.2006 - 01.2007
- Led procurement re-engineering for global firms, enhancing data integration and workflow efficiency.
- Improved client systems with better data usage, leading to notable operational improvements.
- Collaborated with multinational teams to streamline procurement processes, achieving measurable results.
Senior Manager, Enterprise Solutions
Scotiabank
01.2002 - 01.2006
- Led cross-segment pipeline development, achieving notable growth in business opportunities.
- Guided teams to consistently meet tight deadlines, ensuring top-tier client deliverables.
- Mentored team members, enhancing skills and boosting overall team performance.
- Implemented strategies that improved project timelines and client satisfaction.
- Managed complex projects, delivering measurable results and fostering team collaboration.
Regional Manager, Business Banking
Scotiabank
01.2000 - 01.2002
- Built profitable B2B relationships, boosting revenue in business banking.
- Led time-sensitive projects with measurable success, enhancing team performance.
- Coached staff to improve skills, fostering a collaborative work environment.
- Initiated new business strategies, increasing market awareness and engagement.
Education
MBA -
Niagara University
Buffalo, New York, USA01.2022
Post Graduate Diploma - Marketing Management
Seneca College
Toronto, Ontario, Canada01.1999
Bachelor of Arts - Communications
York University
Toronto, Ontario, Canada01.1998
Skills
- Coaching and mentoring
- Decision-making
- Business strategy
- Business development
- Negotiation
- Goal setting
Timeline
Director, Commercial Card Solutions, Global Transaction Banking, North America
Scotiabank
09.2024 - Current
Director & Head, Corporate Sales, Global Transaction Banking
Scotiabank
01.2016 - 08.2024
Director, Commercial Sales, Global Business Payments
Scotiabank
01.2010 - 01.2016
Associate Director, Payments & Cash Management
Scotiabank
01.2007 - 01.2010
Associate Director, ePurchasing Solutions, Card Sales
Bank of Montreal (Harris Bank)
01.2006 - 01.2007
Senior Manager, Enterprise Solutions
Scotiabank
01.2002 - 01.2006
Regional Manager, Business Banking
Scotiabank
01.2000 - 01.2002
MBA -
Niagara University
Post Graduate Diploma - Marketing Management
Seneca College
Bachelor of Arts - Communications
York University
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