Susan Pasquale

Product Owner

• Managed business ownership of multiple critical asset applications for branch users (Sales Builder, IntraLink, FFT Online, Officer Profile, Financial Pulse Dashboard, CAR reporting and Scorecard)
• Assisted in developing strategic plans to enhance organizational effectiveness.
• Responsible for ensuring metrics are reporting as expected and aligned to the strategic direction of the bank and the decisions of the goal planning team

Project Owner

• Responsible for large key strategic projects, from concept to implementation (ie. Project Zero, AskAI)
• Introduced new systems, tools, and processes to achieve challenging objectives, increasing revenue, and streamlining operations.
• Managed budgets effectively to ensure optimal use of resources ($15MM for Project Zero, $1.3MM operating budget)
• Facilitated cross-functional collaboration for improved decision-making processes (including pilot users, legal, compliance, SSI, technology, product owners)
• Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on end users.

• Managed small and mid-scale projects and introduced new systems, tools, and processes to support branch network.
• Managed the rollout of automated sales reporting, from communications to training and in branch support.
• Achieved operational excellence by streamlining processes and implementing best practices.
• Managed the branch network feedback systems (Team Voice & Ideas in Action).

• Provided support to the District Vice President in order to ensure the district was performing as expected and successful in their goals.
• Managed campaigns and programs to elevate employee performance
• Managed the co-ordination of monthly BM meetings to ensure that partners had the opportunity to meet directly with our management team
• Provided direct coaching to service management and junior BMs to allow DVP to spend more time focused on large branches

• Managed a large sales team of advisors
• Responsible for ensuring compliance, dealing with client concerns, managing schedules, coaching employees and achieving personal sales targets

• Developed training programs for Personal Banking trainees.
• Assessed training needs and designed curriculum tailored to specific departmental goals.
• Supported trainees through their education to ensure success in achieving appropriate accreditation.

• Helped clients become financially better off by solutioning for their everyday banking, investment and borrowing needs.
• Consistently achieved above plan on sales results
• Provided support and mentorship to my peers as they were working toward MF licensing accreditation (which I had already achieved)