Summary
Overview
Work History
Education
Skills
REFERENCES
Timeline
Generic

Alisa Gaslard

Port Au Choix,NL

Summary

Insightful people manager experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

14
14
years of professional experience

Work History

Mortgage Retention Specialist

BMO
05.2024 - Current
  • Utilized knowledge of customer experience to create specialized plans for customer retention.
  • Evaluated current customer retention strategies and recommended improvements.
  • Supported agents in improving service standards for optimized customer satisfaction.

Branch Manager

BMO Bank of Montreal
07.2015 - 04.2024
  • Responsibilities include lending (personal/commercial) and investment sales and service
  • Coaching and training of team to meet sales targets and to deliver exceptional customer service
  • Establishing/maintaining new/current customer relationships as well as developing business in the community.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Maintained friendly and professional customer interactions.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Assessed employee performance and developed improvement plans.
  • Complied with regulatory guidelines and requirements.

Financial Service Manager

BMO Bank of Montreal
10.2013 - 07.2015
  • Personal lending/mortgages, business and commercial lending as well as creditor insurance sales
  • Investment sales and recommendations – Investment funds in Canada certified RISR
  • Recognized as one of the top Financial Service Managers in Atlantic Province Division.

Customer Service Representative

BMO Bank of Montreal
05.2012 - 09.2013
  • Sales revenue totals for role closed at 222%.

Branch Account Executive

CitiFinancial
07.2010 - 04.2012
  • Duties included sales; inbound and outbound solicitation, sales administration, collections and account maintenance.

Education

Fundamentals Personal Lending, FSM Advanced Development Program, Risk Mitigation, Creditor Insurance High Performance Behaviors, Fundamentals Coaching and Branch Sales Management, Managing Employee Relations, Audit and Risk Management, Coaching in Sales and Personal Banking, Investment Funds in Canada -

Bank of Montreal Institute For Learning

Licenced Practical Nursing -

College of the North Atlantic

Skills

  • Interviewing and Hiring
  • Branch Operations Management
  • Coaching/mentor experience
  • Managing Employee Relations
  • Fundamentals of Employee Relations (program completed)
  • Diversity & Inclusion (program completed)
  • Health & Safety in the Workplace (program completed)
  • Understanding Indigenous Perspectives in canada (program completed)

REFERENCES

Dean Holloway 

Regional Vice President, BMO

NL Market 

T  709-758-2095
M 709-725-8529



Corinne Alyward

Branch Manager BMO

Port au Choix

T 709-861-8345


Deanne Chaulk
Regional Vice President, BMO

Nova Scotia Market

T 902-421-3402
M 902-229-1661


Timeline

Mortgage Retention Specialist

BMO
05.2024 - Current

Branch Manager

BMO Bank of Montreal
07.2015 - 04.2024

Financial Service Manager

BMO Bank of Montreal
10.2013 - 07.2015

Customer Service Representative

BMO Bank of Montreal
05.2012 - 09.2013

Branch Account Executive

CitiFinancial
07.2010 - 04.2012

Fundamentals Personal Lending, FSM Advanced Development Program, Risk Mitigation, Creditor Insurance High Performance Behaviors, Fundamentals Coaching and Branch Sales Management, Managing Employee Relations, Audit and Risk Management, Coaching in Sales and Personal Banking, Investment Funds in Canada -

Bank of Montreal Institute For Learning

Licenced Practical Nursing -

College of the North Atlantic

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Alisa Gaslard