Manjinder Gill

• Lead recruitment, training, and performance management for branch staff.
• Build and maintain strong client relationships, offering personalized financial solutions.
• Drive sales targets, increase market share, and ensure regulatory compliance.
• Develop and implement branch strategies aligned with corporate objectives.
• Foster community engagement and enhance the bank’s local presence.

Business Impact:

• Ranked 22nd nationally, with outstanding performance metrics: New Sales 155%, Insurance-Retail YTD 131.82%, Small Business YTD sales 467.02%.
• Secured $9M in funded wealth referrals, with an additional $10M in the pipeline.
• Delivered positive net growth: +$4.5M investments, +$238K retail borrowing, +$10.9M small business.

• Led through high staff turnover and built a resilient, high-performing team, achieving top customer satisfaction and engagement scores.
• Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
• Analyzed market trends to identify opportunities for new business development.
• Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.

Business Impact:

• Served as BCO (Branch Compliance Officer-Mutual Funds) across 4 branches, achieving exceptional mutual fund audit ratings.
• Delivered 110% YTD sales with a reduced team.
• Achieved 2nd highest district customer satisfaction results (64.4% rated "excellent").

• Oversaw branch operations, focusing on sales growth, customer acquisition, and regulatory compliance.
• Analyzed data to identify trends related to products, services, customers and markets served by the branch.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.

Business Impact:

• Achieved 121% growth targets in fiscal 2019.
• Topped the district in net mutual fund growth for 2020.
• Achieved clients satisfaction above target-81%