Professional Experience

CIBC, Edmonton/Calgary

July 15, 2013 – Present

Mobile Mortgage Advisor – Calgary, AB

Oct 2015 to present

Prospecting, B2B opportunities (realtors, personal database, builders, CIBC branches), Professional expert Mortgage Advice for all mortgage customers and prospective clients

Work with CIBC Branches to help them jointly build our portfolio of Mortgage Business

Locate profitable mortgage business and assist clients with difficult and complex mortgage issues

Work with underwriters and insurers to ensure completion of mortgage business with quick turn around times

Strategize with CIBC employees and Management regarding sales and marketing

Accomplishments

Successfully completing Mortgage Advisor Development Program

Built strong relationships with realtors have existing relationships with branches and have successfully located numerous opportunities which are now in the closing phase on target to exceed expectations

Financial Advisor Business – Provost

Feb 2015 - Oct 2015

Manage and build strong relationships with small Business and high value clients

Develop and build financial plans for assigned portfolio

Complete Commercial, farm, and personal lending to assigned portfolio

New Business acquisition as well as B2B opportunities

Maintain and grow the assigned portfolio

Provide exceptional Customer Service to high value clients

Accomplishments

Successfully completed Financial Advisor Development Program

Grew Business lending Portfolio by 469% in 10 months

Built strong relationships with the existing portfolio and provided exceptional customer service

Weekly Matrix is showing growth in all areas i.e. Credit, investments, customer satisfaction

Senior Assistant Branch Manager Commerce Place (Main Branch)/Crowfoot Village

July 2013 - January 31, 2015

Led a team to success by showing them what they need to do to succeed to achieve their targets and Matrix

Trained branch employees on policies, regulations and risk factors

Led by example to show the team what a great customer experience is all about

Set-up presentations for staff to share success stories and motivate staff to succeed with fun initiatives

Managed and controlled all branch suspense accounts to ensure compliance with the bank act

Accomplishments

Had a team of 15 employees that were not performing at optimum levels, moved the group from the lowest quartile to the second highest quartile in 4 months

Risk – Branch had a successful audit – assisted in developing an operations manual (used nationally)

Matrix – Goals – Achieved and exceeded expectations

Seconded to Provost in November 2014 to assist the Branch Manager with the operations of the branch by the region head of Western Canada

Carnival Cruise Lines, Calgary, AB Canada

December 2002 – 2013

Business Development Director International Trade Sales/Western Canada/Caribbean and South Africa

Sales Matrix – Grew the business for Carnival Cruise Lines with existing client portfolio and new Corporate Clients (hunting) and provided exceptional customer service

10 years of B2B protocol

Provided extensive training for travel agents

Prepared and delivered presentations to large groups of people (25-1000)

Developed new corporate business for incentive travel

Grew international business with limited budget (looking for different approaches to growing business i.e. YouTube)

Accomplishments

Grew business by 200% in 10 years for the company

Ranked in the top 10 BDM’s in North America every year of my 11 years at Carnival

Developed proven technological strategies for growing International business with no budget to travel to those regions

Grew International business in 2 years by 52% (last two years had international countries added to my portfolio)

RBC Travel Insurance Company, Calgary, AB Canada

1998 – December 2002

Area Sales Manager, Southern AB and NW/SW Calgary

Developed relationships with travel partners and owners of agencies in Western Canada and did B2B marketing

Extensive product training to travel partners

Prepared and delivered presentations to our travel partners

Accomplishments

Grew travel insurance business with travel partners, sought out new travel partners to work was very successful in the travel insurance sales market based on Sales matrix in place

Canadian Imperial Bank of Commerce (CIBC), Toronto, ON and Calgary, AB

1983 – 1998

One of 10 people on the District Manager’s high potential list in Calgary – fast-tracked through all operational areas of the bank from Proof Teller to Customer Service Manager (3 Years), Branch and CBC Network Auditor (2.5 years), and Internal Control officer for CIBC Mortgages (4 years)

Set-up the Mortgage Advancing Department in Toronto where I was seconded for 3 months in 1997

Education:

Graduated from Lethbridge Collegiate Institute (High School)

Accounting at Athabasca University

Sales Management Courses – Business Development Courses (too many to mention)

People Management Essentials

Personal Management Styles

People Management III

Financial Advisor Development Program

Canadian Securities Course (Currently enrolled)

References: Available upon request

Contact this candidate