Virtual Small Business Advisor
Current- The dedicated Sr. Virtual Small Business Advisor for 6 branch locations in British Columbia & Alberta, supporting over 1500 clients via virtual capacity. Regularly connecting with clients & conducting high quality.
- Top performer F21-F22-F23 consistently producing Small Business results leading to senior level promotion
- Creating and fostering new small business relationships, leading to new bank accounts, investment strategies, new credit and lending solutions, credit insurance, cash management & payments services, and partner.
- Facilitating the credit application process working with Adjudication & Credit Fulfilment teams leading to approved & funded secured lending deals including residential and commercial real estate up to $3MM as well as.
- Consistently attentive to my clients needs allowing for the deliverance of excellent advisory, with a focus of allowing my personal brand to lead to future opportunities
- Support Small Business clients during the Global COVID-19 Pandemic assisting to receive Government Relief programs and to pivot business models and align their financial needs