Deliver high level leadership to Branch Managers and Business Bankers through on going coaching to develop a strong Team and that can maximize growth and foster outstanding client experiences.Partnering with District Vice Presidents in preparing strategic plans and ensuring execution by the branches.Conducting key management activities, including coaching sessions, skill building and group meetings.Training and motivating Branch Managers and Business Bankers through presentations, workshops, and seminars to enhance confidence and skill sets.Designing and developing meaningful reward and recognition programs.Participate in Achievement Assessments and identify opportunities for growth.Act as a professional resource and provide expert and timely support.

Coaching to performance to drive above average results consistently.Monitored key performance metrics including Branch revenue and expenses. Developed the annual branch business plan for maximum profitability and effectiveness. Actively recruited and oversaw training for all new branch employees. Implemented annual performance appraisals for all 12 branch employees. Responsible for all daily aspects of the branch.Reports to the District Vice President

Worked with 24 branches and 27 Small Business Advisors to build and grow business.Adapted leadership style amplifying key messages and driving accountability.Demonstrated a good balance of press vs support addressing lower performers.Refined communication style delivering content in a variety of methods in a timely manner.Regularly rewarded and recognized top performers driving consistent processes and behaviors. Worked closely with DVPs, BMs and SBAs building a sales culture of high performance.Stayed agile to coach and influence through various methods.

Coached to performance to build consistency across the team driving results.Monitored key performance metrics including Branch revenue and expenses. Developed the annual branch business plan for maximum profitability and effectiveness. Actively recruited and oversaw training for all new branch employees. Implemented annual performance appraisals for all 12 branch employees. Responsible for all daily aspects of the branch.Reports to the District Vice President.

Assisted the Branch Manager with daily operations in one of the largest branches in Calgary. Oversaw the coaching and training of 5 sales officers.Mentored staff to increase sales success and productivity through regular coaching.Help lead branch to second place in district overall standing. Reported to Branch Manager

Analyzed financial information of high net worth clients to determine strategies for meeting clients' financial objectives. Diligently reviewed the specialty loan portfolio for compliance with all reporting requirements.Worked closely with the Commercial Bank and other areas of Wealth Management to ensure clients had a full financial relationship with the Bank.Reported to the Director of Private Banking.

Provided expert financial advice on mortgages and personal loans. Created financial plans for clients. Focused on growing balances and providing services to meet the needs of clients.Placed first in district for overall mutual fund sales.Finished in top 5% of country for mutual fund sales nation wide.

Adhered to all federal and state compliance guidelines for retail mortgage lending. Executed loans, ordered credit reports, appraisals and title searches.Recommended strategies for clients to achieve their financial goals.

Established relationships with new clients. Developed saving and borrowing strategies for clients

Promoted Canada as a place to travel and study EnglishGave presentations in Portuguese and English at Universities, High Schools and English SchoolsMaintained company website