Accomplished banking professional with a robust career at Scotiabank, excelling in operations management and business development. Spearheaded customer-centric strategies, enhancing client relationships and leading teams to exceed performance benchmarks. Expertise in financial advisory and team development, demonstrating significant achievements in both personal and business banking sectors.
Lead a customer focused culture with our team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Acts as main point of contact for internal branch team while maintaining a compliant and results driven branch through in person coaching and a strong willingness to work along side my team and peers.
Managing Service Advisor Team. Driving excellent results for service standards and activities, resulting in above the bench mark customer experience. Oversaw all compliance tasks and reports for satisfactory Branch Operation. Managed Customer Service Representative team which included coaching new and tenured employees.
Focused on marketing strategy to bring in prospective clients as well
as maintaining an established existing book. Proficient in maintaining
Small Business reports, opening accounts, long term savings
strategies including investing in Corporate Class funds, GIC's,
building plans to save for taxes/other goals. Experienced in overdraft,
credit cards, lines of credit, business flex, and leasehold
improvements.
Developed expertise in complex Mortgage lending including port,
progress draw, business/guarantor, financing, first time home buyers
program, rental properties and CLIP loans. Knowledgeable with
Investment solutions including savings accounts, GIC's, Mutual
funds, and iTrade account opening. Investment results driven using
tool based solutions (Mapping for Tomorrow.)
Day to Day/Credit focus including opening bank accounts, credit
rebuilding solutions, consolidation loans, credit cards and personal
overdraft.
Client appointment booking for Advisory team. Management of
various report packages, ordering of title search/mortgage
discharges, posting Advisor team transactions.
Basic handling of cash transactions, client concerns/inquiries, foreign
currency, precious metals, shipment of branch cash, processing
ABMs, and night depository. Top performer for quality referrals to
Advisory team.