Summary
Overview
Work History
Education
Skills
Accomplishments
Interests Awards
Highlights Qualifications
Languages
Royal Performance - runner-up
Interests
Timeline
Generic

Tara Hudson

Pickering,ON

Summary

A proven leader with extensive leadership abilities, business development, and a growth mindset. In the role of Manager, Commercial Banking Advisor, I would be able to align my extensive leadership skills, coaching experience and practice management routines to lead a team of new and experienced Commercial Banking Advisors. My proven experience as a Relationship Manager and Branch Leader will algin with coach and assist the Commercial Banking Advisors around their mandate around new client acquisition, support the Commercial Banking Advisor develop strong client discovery techniques to match solutions to clients’ needs., contact management and leverage digital solutions to build corporate memory and enable the continuity of client servicing. Finally, I support a team of Commercial Banking Advisors demonstrate and implement core activities related to maximizing client acquisition to increase market share and deliver exceptional client experience.

Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.

Overview

22
22
years of professional experience

Work History

Relationship Manager

Royal Bank
01.2020 - Current
  • Consistently meet and exceed annual deposit goals
  • Currently, on track to meet my goal for loans and deposit by maximizing new client acquisitions and focusing on delivering exceptional client experience – double digit growth and strong portfolio quality
  • Strong collaboration meeting and exceeding introductions to my partners along with closing several Dominion Securities and Private Banking Introductions
  • Lead with Client Relationship Team (“CRT”) and One RBC partners to provide expertise and advice to our commercial clients and deliver an exceptional client experience
  • Lead with a growth mindset, One RBC Advisor, focused on acquiring and supporting Mid-Market Commercial target clients by conducting robust strategy meetings providing professional, and proactive advice and solutions
  • New client acquisition current on track to hit year end goal for 2025
  • Strong portfolio quality, while maintain consistent contact management routines and portfolio contacted

Branch Manager

Royal Bank
05.2009 - 01.2020
  • Managed several successful branches over the past 11 years top quartile producing teams while maintain strong EOS results and overall team assessment – cruise winners 6/11 of the years I was a branch leader
  • Prioritized the client experience by observing and sharing trends with team members; identified opportunities for follow-up calls, R&R opportunities, and sharing client feedback with the broader team
  • Championed the Practice Management Routines by facilitating and leading team and partner meetings
  • Conducted Weekly Goal Setting, and Observational Coaching sessions through Pre-/Post-dives and skill building sessions during sales meetings, team huddles, and partner support
  • Lead and Integrated RBC partners and COI within the community maintaining a network of relationships both internally and externally in particular my real estate partnerships by building a strong network of COIs
  • Collaborative approach with leaders within Private Banking, Dominion Securities, Group Advantage, and salesforce team to ensure we deliver on an outstanding employee experience
  • Engaged in integrated talent management (i.e
  • Recruitment & selection, profiling/modeling top talent and workforce planning) to ensure constant access to high quality and diverse talent

Senior Account Manager

Royal Bank
05.2006 - 01.2009
  • Successfully increased the profitability per client – i.e
  • Increased number of products per HVC clients – exceeded 2008 annual target by 116% or $18,500,000 of new business
  • Managed a portfolio of 360 clients, 6th largest portfolio in terms of market share and profitability in Toronto North
  • Successfully secured the business of a top client; a large engineering firm in Downtown to bring their entire business over from BMO to RBC – built a strong relationship with the client and CAM – resulting in over $2 million including Group (Solutions) Advantage acquisition
  • Small Business Champion for the team and market looking for opportunities to increase market share
  • Conducted risk management analysis by utilizing internal credit systems and tools, to mitigate risks to RBC on their credit products

Financial Service Representative

RBC Royal Bank
07.2003 - 01.2006

Education

Programmer Analyst/Internet Solutions Developer Diploma -

CDI College of Business & Technology
Halifax, Nova Scotia

Bachelor of Commerce - Focus Marketing and Management

Dalhousie University
Halifax, Nova Scotia

Skills

  • MS Office 365
  • Sales Platform
  • Newton
  • Synergy
  • Sales and Service Management
  • Relationship building and management
  • Excellent communication
  • Team leadership
  • Risk mitigation
  • Critical thinking
  • Issue resolution
  • Financial acumen
  • Customer service

Accomplishments

    · 2019 Year-End Award Silver Royal Performance

    · 2008 Toronto North Royal Performance RBC Gold Convention Finalist

    . Received Share the Success team award multiple times most recently in 2024

Interests Awards

  • 15 years and running supporting RBC Run for Kids
  • 2019 Year-End Award Silver Royal Performance
  • 2008 Toronto North Royal Performance RBC Gold Convention Finalist
  • Volunteered at Grant African Methodist Episcopal church soup kitchen
  • Quarterly presentation on behalf of the Canadian Banker Associate – literacy program
  • Volunteer for Junior Achievement – presented to elementary, middle, and high school
  • CIBC Run for the Cure Breast Cancer and Junior Achievement
  • Hosted RBC annual Harbour front Family Skate Day
  • Instrumental in getting sponsorship from RBC for the Toronto Island Lake Swim annual competition – RBC visibility in the community
  • Volunteered for We Day

Highlights Qualifications

  • 11 years of proven sales management experience with RBC, successfully managing multiple teams both in the Downtown core and East Toronto Markets.
  • Strong Practice Management Routines by orchestrating, leading, coaching, and enabling sales teams to be highly productive around collaboration, contact management, digital solutions and delivering exceptional client experience.
  • Conducted risk management analysis by utilizing internal credit systems and tools to mitigate risks to RBC on their credit products; ensuring the appropriate securities are in place.
  • Pre-contact planning routines both in current role as a Relationship Manager with the CRT team and as a branch leader.
  • Drive corporate-level engagement by focusing on maximizing client acquisitions through business development and building strong relationship with internal and external COIs.
  • Excellent organizational, communication and relationship management skills, with an ability to adapt quickly to changes and empower others to be agile.

Languages

English
Full Professional

Royal Performance - runner-up

As a Senior Banking Advisor - top 5 book of business and growth 2008 Toronto North - a highly influential market. 

Interests

  • I enjoy helping others and giving back to the community
  • Dancing
  • Participating in local clean-up initiatives
  • Getting involved in local advocacy groups to promote positive change in the community
  • Gym Workouts
  • Music
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • Team Sports
  • Volunteering with youth sports programs as a track coach

Timeline

Relationship Manager

Royal Bank
01.2020 - Current

Branch Manager

Royal Bank
05.2009 - 01.2020

Senior Account Manager

Royal Bank
05.2006 - 01.2009

Financial Service Representative

RBC Royal Bank
07.2003 - 01.2006

Bachelor of Commerce - Focus Marketing and Management

Dalhousie University

Programmer Analyst/Internet Solutions Developer Diploma -

CDI College of Business & Technology
Tara Hudson