Mehran Mesbah
Coquitlam,BC
Summary
Strategic and people-focused Banking Leader with deep expertise in leading high-performing sales support teams and delivering exceptional client experiences across retail and private banking. Adept at coaching frontline in-branch teams and financial advisors to drive high-value client outcomes and promote digital enablement. Experienced in sales leadership, compliance supervision, and navigating matrix organizations to align business goals. Known for developing talent, enabling superior client advice delivery, and embedding operational excellence and regulatory adherence. Proven history of elevating performance and client satisfaction across branches and regions.
Overview
19
19
years of professional experience
Work History
District Sales Manager
Neo Financial
06.2019 - Current
- Drive district profitability and performance by achieving key sales and operational KPIs across multiple locations.
- Recruit, onboard, and develop Store Managers, building capable leaders who drive consistent team engagement and success.
- Lead sales training and performance coaching initiatives to strengthen frontline execution and product knowledge.
- Oversee operational excellence, ensuring adherence to Neo’s frameworks and effective utilization of company tools.
- Optimize Customer Acquisition Cost (CAC) through strategic cost assessments, disciplined performance management, and process efficiency.
District Sales Manager
Loblaw - President's Choice Financial
07.2019 - 08.2024
- Led teams to surpass sales and profit targets, driving significant revenue growth.
- Recruited, trained, and developed top talent to exceed business goals in banking and lending products.
- Addressed customer issues promptly, ensuring satisfactory resolutions.
- Maintained exceptional CSAT scores and regulatory compliance.
- Forged strong partnerships with peers and store staff, creating a unified work environment that propelled district-wide success and customer loyalty.
- Streamlined staff scheduling and payroll processes, enhancing operational efficiency while sustaining high CSAT scores and regulatory adherence.
- Delivered daily coaching and growth opportunities for branch representatives, elevating their skills and contributing to overall district performance.
- Drove district-wide success through strategic leadership, surpassing sales targets and fostering customer loyalty while maintaining regulatory compliance.
- Cultivated strong partnerships across branches, unifying teams to achieve exceptional customer satisfaction and operational excellence in banking services.
Assistant Branch Manager
RBC Royal Bank
04.2018 - 07.2019
- Coached high-performing teams to achieve targets, enhancing branch performance and customer satisfaction.
- Resolved daily and strategic issues, driving business growth and operational efficiency.
- Ensured compliance with regulatory and internal controls, maintaining exceptional audit results.
- Supported other branches during manager absences, ensuring seamless operations and customer service.
- Achieved high CSAT scores and compliance, reflecting strong customer relations and adherence to guidelines.
Area Manager
CIBC Direct Banking Division - PCF
01.2012 - 01.2018
- Led a sales team across multiple locations, coaching and developing of secured lending including mortgages, refinance, as well as investments.
- Performed mortgage and refinance options seminars to educate customers.
- Ensured compliance, controls, and risk management.
- Monitored and managed performance of Personal Banking Representatives.
- Maintained exceptional standing in CSAT customer experience surveys as well as compliance within regulatory guidelines. Cultivated high-performing Personal Banking Representatives through targeted coaching, performance monitoring, and professional development.
- Orchestrated comprehensive mortgage and investment strategies, aligning team efforts with organizational goals and market trends.
- Conducted mortgage and refinance education seminars, empowering customers with financial knowledge and boosting product adoption rates.
- Cultivated high-performing Personal Banking Representatives through targeted coaching, performance monitoring, and tailored professional development plans.
BUSINESS DEVELOPMENT ASSOCIATE & COMPLINCE ADMIN
CIBC Direct Banking Division - PCF
02.2010 - 01.2012
- Developed and implemented regional business plans for sales of secured lending products as well as investments.
- Conducted meetings with customers regarding their secured lending / mortgage needs and suitability.
- Drove sales of CIBC SI mutual funds and assisted with sales skills development.
- Provided periodic market intelligence and performance insights.
- Maintained exceptional standing in CSAT customer experience surveys as well as compliance within regulatory guidelines.
PERSONAL BANKING REPRESENTATIVE
CIBC Direct Banking Division - PCF
11.2006 - 06.2010
- Provided exceptional customer service and promoted financial products.
- Promoted and offered banking products (Bank accounts, Savings & Investments).
- Educated new homebuyers as well as existing homeowners on secured lending options and offered secured lending products (Mortgages and Secured Lines of Credit) to customers.
- Maintained exceptional standing in CSAT customer experience surveys as well as compliance within regulatory guidelines.
- Assisted other colleagues with skillset development to strengthen the team and maintain compliance.
Skills
- Sales team leadership
- Sales coaching
- Goal setting
- Performance Management
- Relationship building and management
- Sales training
- Cross-functional collaboration
- Business development and planning
- Customer service management
Accomplishments
- National Top Performer – Circle of Excellence, PC Financial: Consistently exceeded sales and performance targets across all key metrics, earning national top-performer recognition month after month. As a result, I and nine of my direct reports in my team were awarded an all-inclusive Circle of Excellence trip to the Bahamas in February 2024, recognizing our exceptional team performance.
- Quarterly Achiever Awards – CIBC: Earned multiple Quarterly Achiever Awards for outstanding sales performance, client satisfaction, and operational excellence.
- Annual Performance Ratings – CIBC and PCF: Consistently rated as Exceeding and Exceptional in annual performance reviews, reflecting high standards in leadership, coaching, and results delivery.
- Developed and led a high-performing sales team: Consistently surpassed performance targets, achieving over 100% of monthly goals for deposit accounts and 110% for credit products. This consistent overachievement played a key role in driving branch profitability and overall business growth.
ACCREDITATIONS
- UBC, Sauder School of Business: Mortgage Broker Accreditation
- Securities Institute: IFC (Mutual Funds), and Branch Manager Compliance (BCO) accreditations renewal in process
Timeline
District Sales Manager
Loblaw - President's Choice Financial
07.2019 - 08.2024
District Sales Manager
Neo Financial
06.2019 - Current
Assistant Branch Manager
RBC Royal Bank
04.2018 - 07.2019
Area Manager
CIBC Direct Banking Division - PCF
01.2012 - 01.2018
BUSINESS DEVELOPMENT ASSOCIATE & COMPLINCE ADMIN
CIBC Direct Banking Division - PCF
02.2010 - 01.2012
PERSONAL BANKING REPRESENTATIVE
CIBC Direct Banking Division - PCF
11.2006 - 06.2010