Accomplished Business Manager with over 15 years of experience at Scotiabank, specializing in financial management and customer service.
Management of staff
Proven track record of enhancing consumer engagement through strategic financial initiatives and fostering strong relationships. Increased team productivity and customer satisfaction by implementing process improvements and offering tailored financial solutions. Skilled in employee management and financial product knowledge.
Over 15 years experience in consumer relations, specializing in finance. Demonstrate extensive expertise in driving strategic financial initiatives and fostering strong customer relationships with Financial institutions
Responsible for educating customers on products beneficial to them, such as Life and Disability insurance, and extended warranties
Enhance consumer engagement and business growth.
Liaison officer between Financial Institutions and Consumer to obtain financing of vehicles, as well as being responsible for selling Life, Disability Insurances, as well as Extended Warranties
Increased overall team productivity by fostering a positive work environment and providing effective leadership.
Maintaining strong relationships with customers, and Lending Institutions
Department supervisor for 4 other employees, responsible for staff meetings, keep everyone informed of changes, expectations, motivation
Employee evaluations
Established credibility as a trusted advisor among clients by staying current on industry developments and maintaining extensive product knowledge.
Optimized workflow efficiency within the branch by implementing process improvements based on data-driven analysis.
Streamlined loan application processes for faster approval times and increased customer satisfaction.
Assessed clients'' financial health by conducting thorough reviews of their assets, liabilities, income sources, and financial objectives. Recommendations on investments, and lending products, recommended personalized solutions to suit their needs