At the start of this 12-year tenure with TD Bank, I was recognized for exceptional leadership abilities and strong business acumen, resulting in a promotion to Senior Small Business Specialist. As Senior Small Business Specialist, I took ownership of a select territory comprised of 9 branches as well as directed 17 Business Specialists (I & II), providing hands-on coaching, guidance, and support to ensure productivity. In this role, I demonstrated unparalleled dedication and leadership to build a team from scratch in remote environments, providing continuous feedback and coaching each step—resulting in the promotions of five specialists, including roles outside of the department and advancements from SBS I to SBS II. ➥ Quickly adapted to the ever-changing nature of this role, often partnering with the Department Lead to innovate new ideas and coach the team to drive small business lending. ➥ Utilized lead generation and outstanding relationship-management skills to seamlessly execute daily outreach and seize in-person opportunities with employees and customers for small business lending.➥ Aided business owners in generating business plans, lending expertise to help clients feel empowered to identify and execute growth strategies—as a result, successfully generated small business loans under $150K.➥ Impressively secure the most loans within the company, demonstrating a high proficiency for customer relations, providing white glove service, and creating a personalized experience as a lender and relationship manager.

Here, I was responsible for developing, leading, and contributing to the growth and profitability of the Consumer Business by managing the store portfolio, including deposits, loans, fees, and expenses for one of the company’s flagship locations. I was promoted into this role to focus on small business development and work in tandem with commercial on small business development.➥ Provided outstanding leadership and coaching to 10 direct reports, including the Assistant Manager and Store Supervisor—motivated the team to deliver stellar customer experiences while achieving shareholder value through solutions and referrals.➥ Maintained a customer-first approach to deepen relationships, provide optimal advice, and exceed customer needs, resulting in store growth and long-term customer partnerships.➥ Winner of the CEO Leadership Award—Took ownership of a volunteer project during COVID-19 to assist with PPP lending. Handled loan underwriting, coordinated virtual account openings for customers needing a point of contact, and served as a resource for customers in crisis.➥ 3X winner of the “Quarterly Wow Star” award due to top quartile earnings in the company. Leveraged strong leadership skills and empathetic, genuine communication approaches to encourage staff to harness natural skills and increase sales/productivity.

As Assistant Manager, I was entrusted to oversee and manage the branch and respective business development for the highest volume store in the company while executing off-site events to provide customer assistance with home lending and account services.➥ Responsible for weekly coaching and development of 12 employees, notably providing guidance for career coaching, future planning, and achieving goals and objectives.➥ Acquired a wealth of knowledge during this role, including knowledge of home lending and developing and maintaining strong partnerships with commercial lenders and small businesses.➥ Expanded on in-progress, self-initiated operational goals, ensuring the branch was operationally sound, profitable, and meeting sales goals. Demonstrated strong knowledge in identifying and resolving gaps.➥ Ensured operational excellence for a Tier-3 branch with the highest sales goals and #1 ranking in sales and operations by forecasting sales plans and budgets, analyzing monthly and quarterly business plans to drive performance, managing talent, and coordinating onboarding.➥ Accountable for executing several finance-focus tasks, including weekly payroll processing, evaluating and managing controllable expenses, and reviewing monthly and quarterly audit plan progress, ensuring accuracy and timeliness.

I was responsible for daily branch operations, audit compliance, individual and store sales revenue, and managing 5 direct reports. I was also named Audit Compliance Leader. I played a key role in the branch, scoring 100% in all operation excellence reviews (OERs) and demonstrating best-in-class operational soundness.