Michael White
Senior Director Of Cross-Functional Operations
Leduc,AB
Summary
High-energy and engaging financial leader with a notable record of success in operational performance and driving sales leadership. Trusted partner and champion of change, excelling in leveraging expertise in financial management and strategic decision-making to achieve business objectives. Proven track record of implementing innovative solutions that optimize efficiency and maximize profitability. Ability to motivate and inspire teams consistently increases productivity and grows revenue. Thrives in fast-paced, dynamic environments, known for adapting quickly to changing market conditions while maintaining a sharp focus on achieving targets. Expertise includes strategic vision and agility, sales management, leadership and people management, financial acumen, operational effectiveness, innovation, and adaptability.
Overview
20
20
years of professional experience
11
11
years of post-secondary education
Work History
Assistant Vice President (AVP) Digital and Alternative Channels
CANADIAN WESTERN BANK (CWB)
1 2021 - 1 2024
- Spearheaded development and implementation of comprehensive digital client experience across Canada
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Led Employee Financial Services team, overseeing all lending programs for internal staff
- Optimized resource allocation by analyzing operational needs, reallocating resources as needed to maximize efficiency across all functions.
- Achieved remarkable growth for Motive Financial during tenure from 2018 to 2023, increasing business from $300M to $1.3B
- Expanded customer base from 6,000 accounts to 55,000+ through strategic initiatives
- Pioneered establishment of a non-face-to-face platform, driving digital strategy to attract new customers
- Managed and met organizational operating budgets exceeding 10MM.
AVP Virtual Branch (Market lead) Manager and Partner Companies
CANADIAN WESTERN BANK (CWB)
01.2019 - 01.2021
- Introduced online self-service branch experience for partner companies of CWB financial group throughout Canada
- As well as sales lead for Eastern Canada
- Created boutique customer experience for business owners, effectively introducing CWB products and services digitally
- Responsible for all Credit Decisions within the department
- Increased share of wallet across Canada, bringing in new customers and expanding business with existing customers through digital platforms
- Pioneered and developed digital policies and procedures introduced to all CWB branches during pandemic lockdowns
- Managed and met organizational operating budgets exceeding 6MM.
AVP Business Sales and Marketing
CANADIAN WESTERN BANK (CWB)
01.2017 - 01.2019
- Collaborated with all branches and head office in creation of new business lines and products
- Optimized revenue through identification of opportunities for growth and implementation of strategies
- Streamlined efficiencies through campaigns and initiatives
- Explored and ventured into new areas of business, expanding market reach
- Managed merchant services business, credit cards, and all business lending and deposit products
- Managed and met organizational operating budgets exceeding 15MM.
AVP Branch Manager, Leduc Branch
CANADIAN WESTERN BANK (CWB)
01.2012 - 01.2017
- Led branch in all lines of business, working as mentor, offering guidance, and enhancing current client and coworker relationships to attract new customers with knowledgeable, courteous, and efficient delivery of products and services
- Focused on bringing profitable business to all lines within CWB group
- Worked on a wide spectrum of relationships in personal and commercial banking ranging from $500K to $75M
- Responsible for all Credit Decisions and Recommendations to Board Credit Decisions
- Played a key role on the Full-Service Retail team, adjudicating and pricing deposits, banking products, and services
- Managed and met organizational operating budgets exceeding 4MM.
Branch Manager / Relationship Manager / Customer Service Manager / Wealth Management Representative
ATB FINANCIAL
01.2001 - 01.2012
- Operated all aspects of business through effective planning for growth, profitability, and efficient functioning of retail, investment, and business banking
- Coached and developed a team of high-performance sales and service associates working together to attract, retain, and grow customer base and revenues while mitigating operational and credit risk
- Achieved positive employee engagement score of 85%+ from inception of survey
- Ranked above regional average on customer satisfaction surveys from 2004 introduction
- Reported at business performance average of 127% above fiscal plan during tenure
- Recognized as Member, Prestige President’s League, in 2008
- Launched and monitored Sales Process and Coach a Sales Team programs centered on corporate focus and sales goals
- Worked on 30 / 60 / 90 days sales plans, attaining double digit deposit and lending growth annually and maintaining single largest asset held
- Received Awarding the Best recognition in 2007, 2009, 2010, and 2012, and singled out for Driver of Change leadership spotlight for work done to organize and turn around multiple branch locations
- Co-founded Toques and Mitts Charity Golf Tourney, raising $500M+ since 2011.
Education
Diploma - Business Marketing
Bachelor of Management -
05.2001 - 01.2012
Skills
Operations Management
Community Service
- Fundraiser Children’s Hospital
- Member, Chamber, Leduc and Nisku Economic Development
- Coach and mentor for youth sports teams.
- Outdoorsperson
Professional Development
- CWB Leadership Course
- CWB Corporate Commercial Lending Program
- ATB Management Training Program
- CWB Relationship Manager Course
- Sales Development / Sales Referral
- Leading in the New Millennium, Banff Center
- Behavioral Based Interviewing
- Frontline Leadership
- Enhancing Credit Relationships
- Negotiation Effectively in Sales Environments
- Investment Funds of Canada, Institute of Canadian Bankers (ICB)
- Consumer and Personal Lending
Languages
English
Native or Bilingual
Timeline
AVP Virtual Branch (Market lead) Manager and Partner Companies - CANADIAN WESTERN BANK (CWB)
01.2019 - 01.2021
AVP Business Sales and Marketing - CANADIAN WESTERN BANK (CWB)
01.2017 - 01.2019
AVP Branch Manager, Leduc Branch - CANADIAN WESTERN BANK (CWB)
01.2012 - 01.2017
Athabasca University - Bachelor of Management,
05.2001 - 01.2012
Branch Manager / Relationship Manager / Customer Service Manager / Wealth Management Representative - ATB FINANCIAL
01.2001 - 01.2012
Assistant Vice President (AVP) Digital and Alternative Channels - CANADIAN WESTERN BANK (CWB)
1 2021 - 1 2024
Northern Alberta Institute of Technology (NAIT) - Diploma, Business Marketing
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