Daniel Vandenbergh Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

West Vancouver

As Assistant Branch Manager (ABM), I was in a second-in-command leadership role. As ABM, I led service staff (CSRs, FSCs) and provided guidance, direction and coaching to these roles.The role required:Service Staff Management / Coaching: I observed CSR and FSC interactions with customers and evaluated performance on key evaluative and diagnostic metrics Customer Service: I resolved customer service escalations and complaints. Fulfilled products for walk-in customers. I back-filled for Generalist Bankers as required to meet demands.Operations: I prepared day to day scheduling; organized front-of-house activities. I oversaw opening / closing, inventory management and general housekeeping.Regulatory and Audit Compliance: I ensured all necessary forms were complete, accurate and submitted in a timely mannerBranch Manager Coverage: I filled in for BM during leave, vacation, extended hours, or other absences, in addition to regular ABM duties. I resolved sales escalations and complaints, I organized daily, and weekly branch meetings and I coordinated Generalist and Associate Generalist Banker scheduling during extended BM absences. Risk Management: I protected the Bank's assets and maintained the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines. I complied with all regulatory, legal and ethical requirements authorities.

Vancouver, Canada Area

I was in a core branch role as Financial Services Manager, providing knowledge of financial solutions and products across every day banking, investments and lending. ACCOUNTABILITIESCustomer Appointments: I engaged with customers to identify financial services needs and recommend solutions. I completed applications and closed sales as part of customer interaction. I documented identified opportunities, changes to customer situations and potential needsSelf-sourced appointments: I ensured my calendar was full by proactively pre-booking customer appointments with a 5-day time horizonI followed standardized process for preparing for customer appointments, including reviewing client information & history, identifying opportunities and pre-filling Needs NotepadBranch Meetings: I attended and contributed to standard set of daily and weekly branch meetingsI met with CSRs to collaboratively look for opportunities to fill appointment calendar for the weekI met with Branch Partners to discuss appointments and cross-referral opportunitiesI participated in Coaching Activities: I discussed performance and completed Coaching for Performance Assessment with BM bi-weeklyI followed up on customer applications, and service requests; filing and other paperworkI performed opening and closing activities and ad-hoc activities to support branch operations as needed