Hi, I’m
PERRI L. BESSERER
SPECIALIZED BUSINESS ADVISOR
Sherwood Park,AB
Work Preference
Summary
Results-oriented professional with expertise in client relationship management and financial oversight, dedicated to creating exceptional customer experiences.
Skilled in mentoring teams and implementing strategic initiatives that lead to improved client outcomes. Known for effective communication and collaboration, fostering strong client relationships while supporting organizational objectives.
Overview
32
years of professional experience
Work History
ATB FInancialSherwood Park, Alberta
BUSINESS ADVISOR SPECIALIZED ENTREPRENEUR TEAM
03.2025 - Current
Job overview
- Assessed client financial needs and market conditions to deliver tailored banking solutions.
- Guided clients through loan, mortgage, and investment options with clear, client-centric advice.
- Built and maintained long-term relationships to enhance retention and foster loyalty.
- Engaged regularly with longstanding clients to proactively address evolving financial needs.
- Collaborated with internal teams to ensure seamless delivery of comprehensive client solutions.
- Expanded client base through referrals, networking, and strategic relationship development.
- Educated clients on digital banking tools and effective financial strategies to empower decision-making.
- Resolved client concerns promptly while managing expectations and maintaining satisfaction.
- Certified with W by ATB, providing a gender-intelligent banking experience for women.
ATB FInancialSherwood Park, Alberta
BUSINESS ADVISOR
07.2022 - 03.2025
Job overview
- Delivered tailored financial solutions by analyzing client portfolios and market trends.
- Drove revenue growth through strategic advisory on loans, mortgages, investments, and insurance.
- Built strong client relationships to enhance retention, referrals, and cross-sell opportunities.
- Generated new business through networking, referrals, and targeted marketing campaigns.
- Collaborated with internal teams to implement client solutions efficiently.
- Promoted digital banking tools to increase client engagement and usage.
- Resolved client issues promptly, ensuring high satisfaction and maintaining sales momentum.
- Maintained regulatory compliance while supporting audits and risk management controls.
The Bank of Nova Scotia/ScotiabankSherwood Park, Alberta
SMALL BUSINESS ADVISOR
01.2017 - 07.2022
Job overview
- Managed and grew small-business and personal client portfolios by delivering tailored financial and credit solutions
- Assessed client needs and market conditions to advise on loans, mortgages, investments, and cash-management products
- Built and maintained long-term client relationships, driving retention, loyalty, and repeat business
- Connected proactively with long-standing clients to support evolving financial goals and deepen relationships
- Administered account openings, updates, and credit applications to ensure accurate and timely service delivery
- Supported complex small-business portfolios, including financial analysis and reporting
- Drove product adoption and cross-sell opportunities to exceed retention and sales targets
- Recognized as one of four of the first Scotiabank Women’s Initiative Entrepreneur Ambassadors in Edmonton
- Achieved top sales performance while consistently meeting service standards for high-value accounts
- Collaborated with internal partners to deliver seamless, compliant client solutions
Nuyu Lifeskills Co.
CONSULTANT/OWNER/LIFE & SUCCESS COACH
01.2009 - 01.2017
Job overview
- Provided coaching, education, and goal-setting support through in-person, phone, and virtual sessions.
- Coached clients to enhance self-awareness, develop skills, and overcome fear and anxiety.
- Created structured coaching plans and accountability frameworks to ensure measurable client progress.
- Built long-term coaching relationships based on trust, active listening, and empowerment.
- Designed and facilitated workshops and webinars for eight to 100 participants.
- Managed daily practice operations including client onboarding, scheduling, sales, and financial tasks.
- Selected as one of six national facilitators for Feel the Fear & Do It Anyway by Dr. Susan Jeffers.
- Authored coaching-based podcasts and educational workshops emphasizing personal development.
Blu Inc Creative Co.
CONSULTANT/OWNER/CREATIVE DIRECTOR
01.1994 - 01.2017
Job overview
- Executed comprehensive advertising campaigns, prioritizing branding and creative design across multiple media channels.
- Advised small business clients on strategic marketing initiatives to enhance growth and engagement.
- Designed print, outdoor, radio, and TV campaigns, ensuring visual coherence and consistent messaging.
- Negotiated vendor contracts and fostered media relationships to amplify campaign effectiveness.
- Delivered award-winning creative projects, securing multiple ACE Awards for innovation and execution.
- Managed project timelines, budgets, and cross-functional teams to ensure timely delivery of brand-aligned campaigns.
Skills
- Strategic leadership and cross-functional management
- Client relationship management and retention
- Coaching and talent development
- Business growth strategy and revenue generation
- Strategic planning and project implementation
- Sales strategy and negotiation
- Customer engagement and service excellence
- Financial oversight and data-driven decisions
- Regulatory compliance and risk management
- Analytical problem-solving and detail orientation
- Effective communication and influence
- Organizational effectiveness and optimization
References
Available Upon Request
Leadership Experience
Strategic leader and client-focused advisor with a proven record in banking, coaching, and business solutions. Recognized for inspiring high-performing teams, driving sustainable growth, and delivering innovative strategies that create measurable impact. Trusted for integrity, accountability, and ownership, with a strong track record of empowering individuals and organizations to achieve financial, professional, and personal objectives.
Communication Skills
Professionally trained in active listening and skilled in adapting communication to visual, auditory, and kinesthetic learning styles. Experienced in delivering clear, persuasive, and empathetic communication that engages clients, inspires teams, and drives collaborative results.