Renate Saint
Barrie
Summary
Organized and dependable candidate with over 19 years experience in Financial Services with Scotiabank. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Thorough understanding of Retail Credit and Private Banking offerings. Motivated to learn, grow and excel in a role within your organization.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
12
12
years of professional experience
Work History
Credit Structuring Manager
Scotia Wealth Management
06.2022 - Current
- Work with Banking, Adujicators and Partners to maintain effective operations.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Collaborated with management to evaluate credit strategies and develop improvements.
- Provided training and coaching support to Banking Teams
Associate Private Banker
Scotia Wealth Management
11.2017 - 05.2022
- Supporting book of business with 125 household with day to day servicing and credit needs
- Well versed in Scotiabank and Private Banking's suite of retail credit offerings
- Strong history in collaborating with team members
- Analyzed customers' financial information to deliver personalized account guidance
Financial Advisor 6
Scotiabank
11.2016 - 11.2017
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Participated in coaching and training of new Advisors
Financial Advisor
Scotiabank
03.2012 - 11.2016
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Participated in coaching and training of new Advisors
Education
In Process - Ontario College Diploma - Business Fundamentals
Georgian College of Applied Arts And Technology
Barrie, ONHigh School Diploma -
École Secondaire Catholique Nouvelle-Alliance
Barrie, ON06.2001
Skills
- Retail Credit Underwriting
- Creative Solutions
- Financial Service Solutions
- Product Knowledge
- Time Management
- Coaching
Timeline
Credit Structuring Manager
Scotia Wealth Management
06.2022 - Current
Associate Private Banker
Scotia Wealth Management
11.2017 - 05.2022
Financial Advisor 6
Scotiabank
11.2016 - 11.2017
Financial Advisor
Scotiabank
03.2012 - 11.2016
In Process - Ontario College Diploma - Business Fundamentals
Georgian College of Applied Arts And Technology
High School Diploma -
École Secondaire Catholique Nouvelle-Alliance
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