Tanya Maynard
Lower Coverdale,Canada
Summary
Dynamic professional with extensive automotive and finance expertise, recognized for amplifying sales from $1M to $5M at OMISTA Credit Union. Bilingual in French and English, adept at relationship management and business development, driving customer satisfaction and compliance through strategic training and support initiatives. Proven ability to exceed performance goals and optimize revenue opportunities.
Overview
2026
2026
years of professional experience
Work History
Consultant
IA Dealer Services
2022 - Current
- Supporting dealership staff offering a suite of products, improving sales performance, ensuring compliance and enhancing customer satisfaction
- Work closely with dealership finance team to drive product adoption and optimize revenue opportunities.
- Dealer Relationship Management
- Sales coaching and performance development
- Product training and support
- Compliance & Quality Assurance
- Market analysis & reporting
- Program implementation
- Customer experience oversight
Personal Lines Account Manager
Wilson Insurance Ltd
01.2021 - 01.2022
- Servicing and seeking opportunities to better protect our clients by cross selling & upselling to accommodate their needs
- Providing sound advice and insurance quotes for Home & Auto insurance
- Developing Relationships with Client service skills
- Supporting teammates to achieve common goals
- Continual learning with company training
Independent Automotive Agent
Denny Marketing Ltd
01.2018 - 01.2021
- Developed productive relationships with Business Manager/Dealer Principal and consulted closely to uncover needs and match available solutions.
- Secured long-term accounts by identifying client need, providing recommendations and delivering product on time.
- Cultivated long-term relationships with clients to achieve customer objectives.
- Mentored Business Managers to succeed and advance within the department and company.
- Planned and led training programs on staff development to enhance employee knowledge, engagement, satisfaction and performance.
Account Manager
Access Credit Leasing
01.2017 - 01.2018
- Oversaw multiple accounts and worked diligently to meet and exceed performance goals.
- Built long lasting business relationships with Business Managers, General Managers and owners alike.
- Updated account plans based on changing markets, customer conditions and competitor activity in the subprime market.
- Leveraged industry trends and marketplaces to shape value-added solutions.
- Increased revenue by cultivating and securing new accounts while providing value-added services to existing clients.
Finance Manager
Atlantic Motoplex
01.2017 - 12.2017
- Secure financing through lenders and ensure accurate and compliant paperwork.
- Present and sell financing and insurance products to customers during the vehicle purchase process.
- Maximize profitability through effective presentation of protection plans.
- Maintain strong relationships with banks, lenders, and insurance partners.
- Support sales staff and ensure smooth, professional customer experience.
- Stay current with financing regulations and dealership policies.
Personal Banking Advisor/Mortgage Specialist
National Bank of Canada
01.2016 - 01.2017
- Managed a portfolio of Mass Affluent Customers.
- Built and maintained relationships with clients, tailoring advice and solutions to meet customers' unique and diverse financial needs.
- Mortgages, Credit lending, as well as Mutual Funds and Saving initiatives.
Dealer Finance Manager
OMISTA Credit Union
01.2013 - 01.2016
- Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.
- Funded deals efficiently and economically.
- Approved and qualified applications for financing, closed sales contracts.
- Initiated growth opportunities by developing and deepening business relationships.
- Amplified sales from $1,000,000 to $5,000,000 through productive management, product development and proven marketing methods.
Business Manager
Rallye Motors
01.2010 - 01.2012
- Exceptional customer service offering 3rd party financing to qualified clients.
- Presented options to protect their credit, as well as their vehicle, such as creditors insurance, protection packages and extended warranty.
- Directed negotiation and preparation of all contracts.
- Cultivated relations with customers and dealership personnel to drive client retention and long-term growth initiatives.
- Interacted with customers and vendors with utmost professionalism to solve various problems.
Education
CAIB II -
Canadian Accredited Insurance Broker Association
Moncton, NB01.2021
IFSE - Mutual Funds - Investments
IFSE Institute
Moncton, NB01.2016
CompuCollege - Business, Accounting & Human Resources
CompuCollege
Moncton, NB01.2000
Skills
- Bilingual fluency in both French and English
- Automotive expertise
- Banking and finance
- Territory management
- Business management
- Customer service
- Direct sales
- Marketing strategies
- Business development
- Negotiation skills
- Contract management
- Credit analysis
- B2B sales
- Accounting and administration
- Relationship management
- Staff development
- DealerTrack and Reynolds & Reynolds proficiency
- Microsoft Office Suite proficiency
- Web browser navigation
Accomplishments
- Apex and PACT Lean Training
- Ski Patrol Training – First Aid and CPR
- CuSource - Anti-Money Laundering & Privacy Act
- Connecting with customers – Customer Experience Index
- BNI Sales Training Seminar & Time Management
References
References available upon request.
Timeline
Personal Lines Account Manager
Wilson Insurance Ltd
01.2021 - 01.2022
Independent Automotive Agent
Denny Marketing Ltd
01.2018 - 01.2021
Account Manager
Access Credit Leasing
01.2017 - 01.2018
Finance Manager
Atlantic Motoplex
01.2017 - 12.2017
Personal Banking Advisor/Mortgage Specialist
National Bank of Canada
01.2016 - 01.2017
Dealer Finance Manager
OMISTA Credit Union
01.2013 - 01.2016
Business Manager
Rallye Motors
01.2010 - 01.2012
Consultant
IA Dealer Services
2022 - Current
CAIB II -
Canadian Accredited Insurance Broker Association
IFSE - Mutual Funds - Investments
IFSE Institute
CompuCollege - Business, Accounting & Human Resources
CompuCollege