Preet Sidhu
Summary
A high-performing and people-focused Scotiabank Branch Manager with a proven record of driving exceptional results through strong leadership, operational excellence, and a passion for developing talent. Recognized for leading a branch team to win Scotiabank’s Best of the Best Team Award for three consecutive years, demonstrating consistent excellence in customer experience, sales results, and team engagement. I bring a purpose-driven approach to leadership—empowering employees, supporting our customers, and strengthening Scotiabank’s presence in the community.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Manager
Scotiabank
06.2022 - Current
- Led branch operations to enhance customer service and satisfaction.
- Managed team performance through coaching and development initiatives.
- Implemented strategic sales plans to drive revenue growth within the branch.
- Streamlined daily workflows, improving efficiency in service delivery.
- Enhanced branch visibility and market presence by orchestrating community engagement initiatives.
Financial Advisor
Scotiabank
11.2014 - 05.2022
- Developed tailored financial plans aligning with clients' goals and risk tolerance.
- Educated clients on financial products, enhancing understanding and engagement in their portfolios.
- Managed client relationships, ensuring consistent communication and personalized service delivery.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Bechelor in Economics - Finance
Ontario Tech University
Oshawa, ON11-2012
Skills
- Branch operations management
- Customer relationships
- Coaching and mentoring
- Empathy and Emotional Intelligence
- Relationship building and management
- Motivation and empowerment
Languages
English
Full Professional
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Certification
PFP- Personal Financial Planner
BOTB Award
- TOP Manager Award- 2023,2024,2025
- TOP Team Award- 2023,2024,2025
Timeline
Branch Manager
Scotiabank
06.2022 - Current
Financial Advisor
Scotiabank
11.2014 - 05.2022
Bechelor in Economics - Finance
Ontario Tech University