Arian Herbert Email & Phone Number

• Leads efforts for assigned portfolio growth by establishing and maintaining key senior management and C-Suite relationships with partners and providing sales training to front-line staff.• Responsibilities in this position include:• Growth and Engagement management of largest, tier-1 partners by member count and AUM.• Contributing to growth, market presence, and brand awareness by attending national conference events.• Business planning & negotiations, executive reviews, quarterly and semi-annual partner reviews, growth-oriented and innovative special projects.

Greater Vancouver, Kootenay, Okanagan Regions

• Manage, develop, and strengthen relationships with key business stakeholders in an assignedterritory to drive sales origination and significantly contribute to overall profitability.• Quickly met and exceeded targets in this position including:• Ranked #1 in Sales for the Western/Prairie Region (Ranked #2 nationwide) at 121.5% of plan

• Meets with clients to discuss their mortgage needs with the goal of establishing a primary banking relationship and driving increased revenues for the organization.• Ranked #1 in Sales for BC West at 193% of plan in first full quarter• Opened over 100 new accounts achieving 164% of yearly plan and 76M in sales in two quarters• Led team on interdepartmental referrals reaching 138% of plan• Recipient of Scotiabank’s Best of the Best Award for Top Individual Performance 2021

• Managed a team of Income Analysts to improve and balance their application completion rates and quality assurance achieving an overall team performance increase of 35% on annual performance plan goals.• Coached direct reports to improve their customer service, phone handling skills, financial risk analysis, eligibility review and communication skills.• Top Staff and Leadership Award (All of Lending Services) - Awarded for: Best team leader for adapting and obtaining knowledge in a short period of time, providing exceptional customer service, and fostered collaboration with Montreal Office.• Nominated for the Best of the Best Award while in the first year at the bank.