Ricky Liang
Richmond,BC
Summary
Results-driven manager and coach with effective sales management and leadership skills, along with the ability to influence and motivate others. Expertise in coaching and developing individuals and executing all branch management disciplines. With 13 years of banking experience, competent to lead in both the sales and operations aspect of branch banking. Passion and experience to lead a diverse team by setting strategic planning to action, with a willingness to take on any challenge. Progressive experience in outbound marketing & strategic networking to build COIs and own the market.
Overview
7
7
years of professional experience
Work History
Branch Manager
49th and Fraser
12.2022 - Current
- Significantly elevated team performance year over year with F23 RPM of 180% (rank #9), first in District performance; compared with F22 RPM of 108% (rank #487).
- Recipient of 2nd Place Best of the Best Top Team Award, as well as Top Manager award. Branch was also recognized as Scene+ Champion.
- Helped elevate branch from Level 8 to Level 9 with support from District and Region, by showcasing a high-level sustained performance and strong business case.
- In F24, branch achieved 154% RPM (rank #57) and was #1 in the district in CARs at 184%. Also branch had highest number of Net Banking Relationship growth with 254 net new clients, 225% PVP.
- Successfully instilled a culture of strong partnership with focus on WM. In F24, branch had sent 28 qualified WM referrals, and closed 22 (267% Y/Y). $19mm external/internal investments transferred, $10mm PB Loans funded. In the first month of F25, branch had 4 new WM onboards totaling $3mm internal/external investments, and $8mm PB Loans funded.
- East Cluster Lead with weekly calls with 49th & Elliot, Kingsway & Gladstone, and No. 5 and Bridgeport. The cluster focused on discussing strategies to overcome roadblocks, Salesforce lead conversion, and where each team requires the most support. We have a cluster chat room which includes all advisors in the same chat room to offer best practices and troubleshoot.
- Acted as Treasurer for Sunset on Fraser BIA, and participated in monthly connect calls with other business owners and discuss key topics to improve the local market area.
Branch Manager
41st and Churchill
05.2022 - 12.2022
- Sustained high performance of team resulting in a 187% RPM ranked #1 in Canada, increasing from #3 and delivered 250% in retail investment net growth, small business net growth, and 106% retail borrowing net growth.
- Recipient of Best of the Best Top Branch Award, and Assigned Customer Depth Champion.
Advice & Service Effectiveness Coach
Scotiabank
01.2020 - Current
- Best of the Best - Top Individual recipient for both Fiscal 2020 & Fiscal 2021 with 150% IPF in both years. Built strong relationships with each Branch Leader to help strategic influence towards a succinct coaching plan. In addition to delivery of effective coaching sessions with Financial Advisors; supported Regional Director in creating and delivering key training initiatives to the region.
- Supported and coached seven level 9 branches within Downtown & North Vancouver, Central East Vancouver, and Vancouver & Richmond District. In addition to weekly/biweekly coaching activities, also supported these branches with strategic TSDs and collaborative power hours.
- Key contributor in FA Days in support in developing content, writing, and presentation.
- Successfully implemented double down coaching initiative for Van Main & 510 Burrard branch. Increased A+ Plans quality by 17% & volume by 12%. Increased protection CARs by 165%.
- Project lead for 60 Days Post-Grad Program, and supported in the design and implementation. Delivered to 4 cohorts in the region, and up-skilled them to deliver more effective advice.
Branch Manager
Cambie & King Edward - Scotiabank
05.2018 - 01.2020
- In Fiscal 2019, achieved 224% IPF with 151% BPM.
- 8 successful referrals to WM, capturing $4.6mm internal assets and $3mm external assets by actively leveraging partners to help win and retain HNW relationships.
- VP of Cambie Village BIA; hosting networking event such as Cambie Village Social to connect with local business owners and planned key business improvement activities in area.
- Recipient of District Pulse Champion award by achieving cPulse score of 56.6, over 200% of plan.
- Achieved 100% FTR, with 8/8 files submitted ensuring BM coached to pre-fund submission best practices and team is up to date on all regulatory policies.
- Supported as off-site BCO for Cambie and Marine, and helped them pass SSI review in September with score of 3- Satisfactory.
Education
Bachelor of Commerce - Marketing
University of British Columbia
Vancouver, BC05.2015
Skills
- Branch Compliance Officer
- Moody's Small Business Certification
- CIFP Financial Planning Diploma
- Enrolled in McKinsey Asian Management Accelerator Program
- Completion of iLead Certification
- Microsoft Office Proficiency
- Fluent in Mandarin & Cantonese
Timeline
Branch Manager
49th and Fraser
12.2022 - Current
Branch Manager
41st and Churchill
05.2022 - 12.2022
Advice & Service Effectiveness Coach
Scotiabank
01.2020 - Current
Branch Manager
Cambie & King Edward - Scotiabank
05.2018 - 01.2020
Bachelor of Commerce - Marketing
University of British Columbia
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