Carolyn Devic ☆ Email & Phone Number

Grimsby, On, Ca

Toronto, Ontario, Canada

Toronto, Canada Area

Developed marketing strategy for acquisition and share of wallet across multiple business lines, including retail deposits, lending, wealth and business. Developed a team of Campaign Strategists working in an agile framework encouraging continuous and consistent measurement with the ability to quickly pivot to internal and external environmental needs. ♣ Launch and support of all Lending campaigns through both Acquisition and Share of Wallet tactics, driving results to targeted levels.♣ Introduction and launch of the Equifax Trigger program allowing for specific and targeted approach. Creation and launch of proactive reach out to these customers. ♣ Guided multifunctional teams in our response to COVID pandemic for both retail and business members. Operated the team within an agile framework enabling faster and more effective execution. ♣ Partnered with internal stakeholders to develop more visibility into customers current share of wallet and created strategies for deepening relationships and ensuring retention. ♣ Recognized by colleagues and supporting staff as an excellent manager providing strong guidance and product knowledge.👉 Selected to become an active member in the Crisis Management Team in response to COVID related issues and how it impacts the credit union and customers. Recognized by industry partners as having an extraordinarily strong and supportive

St Catharines, Ontario, Canada And Toronto, Ontario, Canada

Established and implemented enterprise-wide best practices in product and innovation management processes and methodologies, as well as project monitoring and reporting tools and techniques. Conceptualizing, researching, developing, and launching and overall a variety of key flagship products and programs.♣ Developed and launched the following products and programs: High Interest Rate Savings Account Boost Program, Business Accelerator Account Boost Program, No-Fee Chequing Packages, Readvancable Mortgage Product, Strategy – Newcomer to Canada Program, Mortgage Offset Account, Home Co-Ownership Program, Credit Literacy Program, Affinity Program, Creditor Insurance Light Program, Enhancements to Savings Sweep Program, Flexible GIC Investments. ♣ Directed multifunctional teams, consisting of savings and investment Product Managers, Lending Product Managers, Product Development and Innovation Managers and Member Insight and Research Analysts, to define enterprise sales and service roadmap, and build key partnership with stakeholders to ensure business alignment, delivery success. ♣ Manage product backlog and adjusted project scope to align with business goals and evolving stakeholder needs.♣ Partnered with customers to gain Customer Insights into product and service offerings; gaged and analyzed (using focus groups and journey mapping) like and dislike patterns and provided strategic recommendations for improvement. ☞ Was recognized as leader, mentor, and a coach with exceptional knowledge of product development, product strategy, ownership, product marketing, and sales, as well as business strategy development, risk management, operational planning, and continuous improvement of technology and processes.

St. Catharines

Chosen to manage, mentor, and coach a high performing to introduce and launch products for sale, including leading in product concept and design, pricing, internal and external communication and marketing creative, educational material, product knowledge and support, in the process delivering substantial market share and profitability growth♣ Managed day-to-day transactional and savings products – chequing, regular savings and high interest rate savings account, as well as non-registered and registered (ex: TFSA, RRSP), wealth line of business – MFDA and IIROC licensed, and Insurance Offerings, including creditor, property and casualty and travel insurance.♣ Led Retail Deposit Campaigns and Promotions; facilitated promotional concept, design, pricing, management, and impact. ♣ Grew the brand from $0 to $2.9B for the Retail High Interest Rate Savings accounts.♣ Launched and managed Index-Linked GICs; grew from $0 to $421M in balances between 2013 and 2016♣ Managed and promoted the Tax-Free Savings Account, driving its growth to $1.12B.♣ Spearheaded the marketing campaign and developed a strategy for Meridian’s increasing deposits, wealth and insurance adoption.♣ Manage portfolio of investment and savings products to drive new accounts, assets and revenues.

Toronto, Ontario

Directed strategic planning, competitive analysis, problem solving, product development and upgrade, launches, post-production support, marketing, customer validation, and compliance. Collaborated with various internal departments to develop multiple product marketing strategies and ensure accurate product positioning♣ Built the profile and functionality of the Commercial Business, introducing small business accounts within the organization, making this commercial line a premium line of business – an initiative which continues to thrive until today.♣ Conceptualized and launched the Business Savings Account, Treasury Account, and Investment products (grew to $180M). ♣ Created and launched three (3) Business Trusts – pre-Arranged Funeral Trust, Real Estate Trust, and Lawyers Trust.♣ Introduced and launched AgriInvest Accounts; launched in 2010 with only two resources and grew to $20.12M since then.♣ Facilitated oversight and management of business products, services and members through acquisition and merger of Desjardins Caisse Populaire to Meridian Credit Union – completed within extremely strict time requirement. ♣ Developed a structured methodology for product positioning to align with customer buying needs and competitive landscape enabling development of product roadmaps and market messaging.

Toronto, Ontario

Managed multifunctional teams to define enterprise digital sales and service roadmap, and build key partnership with stakeholders to ensure business alignment, delivery success. Coordinated product backlog and adjusted project scope to align with business goals and evolving stakeholder needs. Collaborated with program management to deliver products to market♣ Recommended strategic and operating plans for assigned products, including design such as Digital Wealth Management platform, Online Brokerage platform and broker quotation system. Include marketing and promotion, pricing, distribution and training; measured program performance and recommend adjustments to ensure program success.♣ Develop and implemented solutions to meet customer needs, as well as maximize contribution and economic profit.♣ Led the introduction and launch of Portfolio Management platform for High Net Worth Separately Managed Accounts.♣ Spearheaded strategic marketing development, enhancements and alternative offerings for online brokerage system.♣ Launched the first online brokerage channel to seamlessly trade internationally, leveraging HSBC’s international footprint. ♣ Introduced the Registered Education Savings Plan; credited with opening the minimum required ESPs in record time.♣ Lead the selection and introduction of enterprise solution for pricing and reference data for front line Investment Advisors

Toronto, Ontario

Bbe, Business Economics

Certificate Digital Marketing Professional

Certificate In Design Thinking

Certificates In Project Management And Marketing Management

Canadian Securities Course

Mathematics