Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

PETER JEYARAJAH

Mississauga,ON

Summary

Results-driven professional recognized for fostering a culture of continuous improvement and accountability, delivering measurable results in growth, compliance, and service excellence. Adept at navigating the regulatory landscape of the financial services sector, with strong judgment and a proactive approach to problem-solving. Committed to driving organizational success through collaborative leadership and a sharp focus on operational excellence.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Regional Manager

Alterna Savings Credit Union
05.2022 - 03.2025
  • Implemented data-driven decision-making tools, enabling the team to focus on strategic growth areas for increased branch success.
  • Managed over 300 Million dollar multi branch operations while maintaining a high level of efficiency, productivity, and member service.
  • Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
  • Created new revenue streams and recruited talented staff for branch offices.
  • Fostered a culture of continuous improvement by encouraging staff feedback and incorporating suggestions into operational enhancements.
  • Built strong relationships with members, resulting in increased loyalty and repeat business.
  • Maximized cross-selling opportunities by training staff on product offerings across various departments within the organization.
  • Collaborated with senior management to develop branch-specific goals aligned with company objectives.
  • Enhanced member satisfaction rates by streamlining processes and improving staff training programs.

Senior Branch Manager

PACE Savings & Credit Union
11.2012 - 05.2022
  • Maintained a secure environment for members' assets by implementing robust risk management procedures and controls.
  • Managed 48 Million dollar retail Credit portfolio.
  • Examined member loan applications for loan approvals and denials.
  • Increased branch profitability by implementing cost-saving measures and optimizing resource allocation.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees.
  • Supported regional director with special projects and additional job duties.
  • Complied with established internal controls and policies along with regulatory guidelines & requirements.
  • Consulted Members to boost product sales and services.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Negotiated favorable contracts with vendors, resulting in reduced costs for supplies and services without sacrificing quality or reliability.
  • Streamlined workflow processes to increase operational efficiency without compromising on service quality or delivery speed.
  • Led a diverse team to achieve sales targets through proactive coaching, mentoring, and performance management.

Financial Services Officer

ETCU Financial Credit Union
06.2001 - 10.2012
  • Collaborated with team members to develop sales strategies that increased overall profitability.
  • Led workshops on personal finance topics, empowering clients to make informed decisions about their money management.
  • Assisted with the development of training materials for new hires to ensure consistent knowledge and performance across the team.
  • Completed comprehensive credit assessments to minimize potential losses from non-performing loans.
  • Reduced loan delinquency rates through effective risk assessment and client relationship management.
  • Delivered exceptional member service through prompt response times, clear communication, and a thorough understanding of client objectives.
  • Developed modular financial plans for members, ensuring long-term wealth growth and stability.
  • Built trusted relationships with members to foster loyalty and promote referrals within the community.
  • Complied with established internal controls and policies to provide assistance for internal audit procedures.
  • Supported Credit Manager & General Manager with special projects and additional job duties of a 55 Million dollar establishment.

Education

Canadian Securities Course -

Canadian Securities Institute
Toronto, ON
05.2009

CFP - Financial Planning

FP Canada Institute
Toronto, ON
09.2003

Bachelor of Science -

University of Madras
Madras, India
06.1987

Skills

  • Operational management
  • Staff training and development
  • Business development and planning
  • Sales and marketing strategies
  • Goal setting & performance management
  • New business development
  • Brand development
  • Leadership &Team building
  • Staff recruiting
  • Regional planning
  • Multi-unit management
  • Client relationship building
  • Compliance, Policies and procedures

Languages

English
Full Professional
Tamil
Full Professional

Certification

  • Certified Financial Planner

Timeline

Regional Manager

Alterna Savings Credit Union
05.2022 - 03.2025

Senior Branch Manager

PACE Savings & Credit Union
11.2012 - 05.2022

Financial Services Officer

ETCU Financial Credit Union
06.2001 - 10.2012

Canadian Securities Course -

Canadian Securities Institute

CFP - Financial Planning

FP Canada Institute

Bachelor of Science -

University of Madras
PETER JEYARAJAH