William Gatfield
Vancouver,BC
Summary
Dynamic banking and community leader with a strong track record in developing engaged teams and driving exceptional client satisfaction. Proven expertise in influencing advisors to align with branch and market priorities, resulting in significant business growth. Committed to enhancing local communities through active volunteerism and support initiatives. Leverages collaboration and digital capabilities of One RBC to effectively meet diverse client needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Manager
RBC Royal Bank
White Rock, British Columbia
01.2022 - Current
- Delivered and coached to effective practice management routines to drive strong business growth - helped lead to the team to exceed 157% Team Sales Volume & 11% growth on a $1.9B book size in F2024.
- Coordinated the seamless transition of White Rock Branch to its new permanent facility.
- Actively use relevant reporting dashboards, including and not limited to SSE, OneRBC and Client 360, to ensure lead management and retention of clients, completed appointments that include initiated referrals, solutions and closed volume.
- Review credit effectiveness (e.g. Post Loan Review, Out of Orders etc.), DLA adherence, operational and compliance reviews/and or other reporting to support a clear understanding to reduce risk. Take and coach towards appropriate action to close gaps identified.
Branch Manager
RBC Royal Bank
Richmond, BC
07.2019 - 01.2022
- Delivered on effective practice management routines (sales coaching, contact management, skill builds, huddles, etc.) to help enable sales advisors and leaders
- Champion exceptional client experience strategies to improve branch atmosphere and overall service - achieved top tier client experience surveys across the community.
- Through quality financial advice & strong collaboration with OneRBC partners - helped lead the team to exceed 199% Team Sales Volume & a 57% growth on book YoY in F2021.
- Drive Digital First initiatives to promote adoption and enablement of RBC tools & platforms (MyAdvisor, MRT, AOT/RAOT, Virtual Appointments, etc.)
Assistant Branch Manager
RBC Royal Bank
Vancouver, BC
07.2017 - 07.2019
- Establish and build strong partnerships with internal and external partners (i.e. Mortgage Specialists, Investment Retirement Planners, Financial Planners, etc.) to promote a strong referral culture and ensure clients are anchored with Home-of-Bets-Fit.
- Trained and mentored highly effective teams to meet corporate service standards. Contributed towards the Kerrisdale Branch being recognized with partnering awards for both IRP & MS in F2017.
- Led digital-first initiatives to boost digital adoption for staff & clients.
- Winner of the BC Quick Pitch 2.0 Competition - The Group Avengers
Banking Advisor
RBC Royal Bank
Vancouver, BC
04.2015 - 06.2017
- Consulted with clients to assess and meet short- and long-term financial goals.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Education
Bachelor of Arts - Economics
University of Victoria
Victoria, BC01.2014
High School Diploma -
Vancouver College
Vancouver09-2009
Skills
- Leadership
- Adaptability
- Prioritization Skills
- Ability to Work Under Pressure
- Verbal and written communication
- Technical aptitude
Accomplishments
- Leadership Model Recipient - Fiscal 2024, Fiscal 2020
- Investment Retirement Planner Partnering Award - Fiscal 2024, Fiscal 2022
- Unlocking the Potential of our People Award - Fiscal 2023, Fiscal 2022
- Financial Planning Partnering Award - Fiscal 2018
- Several Quarterly Top Performer Awards
- BC Quick Pitch 2.0 Winner - 2019
Certification
- Investment Funds in Canada, CSI - 2014
- Branch Compliance Officer Course, CSI - 2018
- Personal Financial Services Advice, CSI - 2021
Volunteering
- Sources Food Bank - South Surrey
- Sources - Coldest Night of the Year
- Ronald McDonald House - Vancouver International Golf Tournament
- BC Feed The Kids Foundation
Timeline
Branch Manager
RBC Royal Bank
01.2022 - Current
Branch Manager
RBC Royal Bank
07.2019 - 01.2022
Assistant Branch Manager
RBC Royal Bank
07.2017 - 07.2019
Banking Advisor
RBC Royal Bank
04.2015 - 06.2017
Bachelor of Arts - Economics
University of Victoria
High School Diploma -
Vancouver College
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