Steve Beaulieu

• Responsible for the overall success of a Branch that has a very significant impact on achieving district and regional objectives. This includes meeting Branch and individual financial objectives through strong sales, profitable growth and retention of the Branch’s retail and small business portfolio.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
• Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
• Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
• Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
• provide direction and support to your team while developing a customer-focused sales culture.

Direct reports: Assistant Manager; Senior Financial Advisor; Financial Advisor Investment and Retirement Planning; Small Business Advisor; Customer Experience Lead.

• Responsible for the overall success of the Branch. This includes meeting Branch and individual financial objectives through strong sales, profitable growth and retention of the Branch’s retail and small business portfolio.
• Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Examined customer loan applications for loan approvals and denials.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.

Direct Reports: Financial Advisor; Senior Financial Advisor; Customer Experience Lead.

• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Developed strong working relationships with staff, fostering a positive work environment.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Collaborated with the management team to develop strategic plans for business growth and improvement.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.

Direct Reports: Financial Advisor; Senior Financial Advisor; Senior Customer Experience Associate; Customer Experience Associates

• Assist branch manager by supervising the advisors team
• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
• Improved customer satisfaction by addressing and resolving complaints promptly.
• Collaborated with the management team to develop strategic plans for business growth and improvement.
• Accomplished multiple tasks within established timeframes.
• Managed and motivated employees to be productive and engaged in work.

Direct Reports: Financial Advisor; Senior Financial Advisor

• Develop and build trusted customer relationships with emphasis on providing advice relative to more complex investment and retirement planning strategies
• Maintained excellent client relations, resulting in increased referrals and repeat business.
• Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
• Increased customer satisfaction by providing personalized banking solutions and exceptional service.

• Responsible for servicing a book of mid-to-high affluent customers with full scope of solutions resulting in long-term loyalty and increased profitability.
• Streamlined mortgage and loan application processes for faster approval times and increased customer satisfaction.
• Conducted regular client meetings to review financial goals and offer appropriate banking products or services.
• Identified cross-selling opportunities within existing client base, leading to an increase in product penetration rates.
• Managed risk effectively through diligent credit analysis and adherence to lending policies and procedures.

• Responsible for servicing a book of customers, providing simplified advice, building experience and relationships
  with customers
• Provided financial advice to clients, helping them achieve their personal financial goals.
• Streamlined account opening procedures for improved efficiency and reduced processing time.
• Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
• Identifying referral opportunities in response to changes in needs/preferences.