Travis Bruce
Saskatoon,SK
Summary
A seasoned executive with extensive experience in e-commerce, Commercial, and Retail banking industries, possessing a strong track record of driving organizational change for enhanced customer focus, employee satisfaction, and overall performance improvement. Specializing in improving employee satisfaction while simultaneously increasing sales revenues and reducing operating costs. Key strengths include dynamic leadership, strategic thinking, and a proven ability to deliver tangible business impact and growth. Proficient in sales strategy development and execution across both B2B and B2C sectors. Skilled in fostering a positive workplace culture, building and maintaining relationships, and developing individuals to unlock their full potential. Possesses a growth mindset, resilience in high-pressure environments, and a commitment to continuous improvement. Experienced in leading teams through personalized coaching, sales activity training, and mentoring initiatives, fostering strong relationships with internal and external partners. Recognized as a sales leader known for expertise, accessibility, and inspiring unwavering loyalty. Skills include team leadership, business process improvement, and new business development.
Overview
33
33
years of professional experience
Work History
Sr. Manager, Mobile Mortgage Advice Saskatchewan
CIBC
Saskatoon, SK
03.2013 - 10.2023
- Analyzed sales data to determine areas of improvement for the organization.
- Managed a team of sales representatives in order to achieve maximum results.
- Provided training and guidance on product knowledge, selling techniques and customer service.
- Monitored performance of sales representatives against goals set by management.
- Identified new business opportunities within the region through networking activities.
- Maintained relationships with existing clients to ensure their satisfaction with products and services offered.
- Resolved customer complaints in a timely manner while ensuring high levels of customer satisfaction.
- Interacted regularly with senior management to discuss current strategies and future plans.
- Reviewed competitor's activities and devised measures to stay ahead in the market competition.
- Ensured compliance with all applicable laws and regulations pertaining to area of responsibility.
- Monitored sales team performance and provided effective training to help each reach targets.
- Led, coached and developed employees to achieve sales goals.
- Analyzed sales statistics to formulate policy and drive KPI benchmarks.
Mortgage Advisor
TD Canada Trust
Saskatoon, SK
10.2004 - 03.2013
- Developed and maintained a portfolio of clients to ensure repeat business.
- Conducted comprehensive financial analysis on prospective borrowers to determine eligibility for mortgage products.
- Assisted customers in preparing loan applications, gathering necessary documents and ensuring accuracy of information provided.
- Negotiated terms of mortgage loans with lending institutions, including interest rates and repayment schedules.
- Cultivated strong relationships with external partners, such as lenders, title companies, escrow agents and other service providers.
- Advised clients on strategies they can use to build their credit scores over time in order to qualify for better mortgage products.
- Worked closely with underwriters throughout the loan process to ensure timely approval of applications.
- Attended networking events regularly to promote company's services among potential customers.
Insurance Advisor
RBC Insurance
Sas, SK
04.2002 - 10.2004
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Conducted interviews with potential customers to assess their insurance needs.
- Educated clients on the features of various insurance products and services.
- Advised customers on changes in existing policies or new options available in the market.
Financial Advisor
Clarica
Saskatoon, Saskatchewan
01.1996 - 04.2002
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Customer Service & Personal BankingRepresentative
Royal Bank of Canada
Saskatoon, SK
08.1990 - 12.1995
- Ensured customer satisfaction by responding to inquiries, providing product knowledge and resolving complaints.
- Provided customers with account information, such as current balances and loan terms.
- Processed financial transactions including deposits, withdrawals and loan payments accurately.
- Advised clients on banking products and services available to them based on their needs.
- Maintained accurate records of customer accounts and transactions using the bank's computer system.
- Assisted customers with opening new accounts, issuing debit cards, setting up online banking access.
- Researched customer issues related to account activity, discrepancies or other problems quickly and efficiently.
Education
Holy Cross High School
Saskatoon, SK06-1990
Courses
Skills
- Business Performance Management
- Talent Development
- Strategic Planning
- Budget Oversight
- Organizational Improvement
- Database Development
- Cross-Functional Collaboration
- Data-Driven Decision-Making
- Documentation and Reporting
- Sales Channel Analytics
- Influencing and Negotiating
- Reporting Management
- Cross-Functional Team Leadership
- Corporate Communications
Accomplishments
- Monthly MPS Promoter Award
- Mortgage Protection Champion
- Quarterly Achiever Award
Timeline
Sr. Manager, Mobile Mortgage Advice Saskatchewan
CIBC
03.2013 - 10.2023
Mortgage Advisor
TD Canada Trust
10.2004 - 03.2013
Insurance Advisor
RBC Insurance
04.2002 - 10.2004
Financial Advisor
Clarica
01.1996 - 04.2002
Customer Service & Personal BankingRepresentative
Royal Bank of Canada
08.1990 - 12.1995
Holy Cross High School
Courses
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