Steven Kopke
Calgary
Summary
A position with an established business entity where demonstrated skills in sales, marketing, service, values and innovation will be used for expanding company profitability.
Overview
31
31
years of professional experience
Work History
Commercial Account Manager
RBC Bank Commercial
03.2013 - Current
- Maintain current Commercial banking relationships within the Canmore Banff and Calgary Markets
- Managed client risk exposure and coordinated services for development, retention and rounding of accounts
- Build and strengthen relationships with COI’s, partners and existing business resulting in growth of revenue and book
- Attain agreed targets and maintain organizational values
- Collaborate and coordinate with the various teams to develop and execute a client contact strategy
Senior Account Manager Business Personal
RBC Bank Canmore
12.2008 - 03.2012
- Attain agreed targets including small business client acquisition
- Relationships manage existing small business clients
- Build a desk of profitable small business clients
- Assist small business clients in growing their businesses with my advice and solutions
- Engage in the community and with COI’s to acquire new clients
- Developed long-lasting client relationships by providing exceptional customer service and support.
Premier Relationship Manager
HSBC Bank – Canada
11.2008 - 12.2008
- Attain agreed targets
- All round wealth management and financial advice
- Build a portfolio of new Premier clients, for the organization
- Assist local and international Premier clients with their respective needs as per our value proposition
- Proactively identified opportunities to upsell additional products and services, strengthening the overall value proposition for clients.
Branch Manager HSBC Windermere
HSBC Bank – Canada
05.2008 - 11.2008
- Manage FTE of 7.5 for a branch under construction
- Coach and mentor staff
- Achieve agreed targets
- Canvas new business for a new branch that I had opened.
- Financial advice and wealth management representing a full suite of banking products and representing the Premier program
- Assist Premier clients with their prospective needs as the only authorized Premier representative in the branch.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Senior Account Manager
RBC Royal Bank
10.2007 - 05.2008
- All round wealth management and financial advice
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Build a portfolio of new high network clients, to the organization
- Mentored junior Account Managers to develop skills and enhance their growth
Account Manager
RBC Royal Bank
05.2006 - 10.2006
- Canvas new clients
- Deliver financial advice around client needs
- Attain agreed targets
- Strengthened client relationships through regular communication
Sales Team Leader/ Senior Banker
Nedbank Ltd
09.2004 - 10.2005
- Manage a branch sales team in a new branch
- Accountability for the performance of the sales team
- Client concern and problem resolution
- Achieve agreed targets and service levels
- Grow our existing client base
- Grow and develop staff
- Assist the Branch Manager heading up 3 branches
- Retail Sales and Marketing
Senior Banker
Nedbank Ltd
02.2004 - 08.2004
- Company Overview: Retail Sales and Marketing
- Achieve agreed targets and service levels
- Marketing
- Client financial planning
- Achieve agreed audit as per my mandate
- Retail Sales and Marketing
Commercial and Industrial Sales
NBS Bank
01.2001 - 03.2003
- Achieve agreed sales targets.
- Market commercial and industrial products to clients and potential new clients.
- Manage a portfolio of Commercial clients.
Mortgage Loans
NBS Bank
01.1998 - 12.2000
Sales
NBS Bank
10.1993 - 12.1997
Education
Various Internal Programs
Various LocationsLeadership And Devolopment Program -
Gordon’s Institute of Business Science
Johannesburg - South Africa01.2006
Certificate of Estate Agents -
Estate Agents Board
Johannesburg South Africa01.1998
Grade 12 -
Queens College
Queenstown South Africa01.1988
Skills
- Marketing and Sales
- Financial accounting
- Mortgage loans
- Life assurance
- Financial planning
- Client service
- Problem resolution
- Staff selection and interviewing
- Stress Management
- Leadership skills
- Managing diversity
- Risk Management
- Excellent marketing skills
- Time management
- Administration skills
- Fast learner
- Adaptability
- Communication skills
- Interpersonal skills
- Analytical skills
- Microsoft Office
Accomplishments
- 06/06, One of the top performing Account managers
- 11/05, Recognized as being in the top 20% of the regions sales staff.
- 09/05, Achieved the Branches Sales target well within the agreed time frame.
- 09/97 to 11/05, Chairman, Vice Chairman and Trustee of the Crawford Close Body Corporate.
- Present, Currently completing my Private Pilots License.
- 06/92, Received a service medal from the South African Air force for outstanding service.
- 06/91 to 06/92, Played brass instruments in the South African Air force during my National Service days.
- Director and President of Lacombe Pointe Condo Association.
- Director of the Windtower Condo Association in Canmore.
Hobbies and Interests
- Aviation
- Cooking
- Information Technology
- Working with people
- Marketing and sales is a passion
Languages
Afrikaans
Professional Working
Timeline
Commercial Account Manager
RBC Bank Commercial
03.2013 - Current
Senior Account Manager Business Personal
RBC Bank Canmore
12.2008 - 03.2012
Premier Relationship Manager
HSBC Bank – Canada
11.2008 - 12.2008
Branch Manager HSBC Windermere
HSBC Bank – Canada
05.2008 - 11.2008
Senior Account Manager
RBC Royal Bank
10.2007 - 05.2008
Account Manager
RBC Royal Bank
05.2006 - 10.2006
Sales Team Leader/ Senior Banker
Nedbank Ltd
09.2004 - 10.2005
Senior Banker
Nedbank Ltd
02.2004 - 08.2004
Commercial and Industrial Sales
NBS Bank
01.2001 - 03.2003
Mortgage Loans
NBS Bank
01.1998 - 12.2000
Sales
NBS Bank
10.1993 - 12.1997
Various Internal Programs
Leadership And Devolopment Program -
Gordon’s Institute of Business Science
Certificate of Estate Agents -
Estate Agents Board
Grade 12 -
Queens College
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