Owner/operator of ‘last-mile’ delivery business; specializing in servicing businesses contending with Covid-19 gathering restrictions.Hired, trained and organized a team of drivers to execute same day delivery services using app based GPS tracking.

Responsible for portfolio of approx. 300 members and provided support with day-to-day business banking and lending needs.Secured credit lending up to $2MM and unsecured lending up to $500K. Deepen existing member relationships through cross sales of various other product such as merchant services, cash management services, and foreign exchange

Assist our small business members with high-level advice.Daily collaboration with business partners, creating positive work relationships both internally and externally.Broad small business banking support within a portfolio of approx. 1000 members withing the GVRD region.

Reporting to the Senior Vice President - Western Canada, the primary function of this role was to manage and deepen our banking relationships with HSBC & CIBC and National Bank with the aim of closing new payment processing opportunities generated through our partnerships.Territories managed included: Southern Alberta, Interior BC, Northern Canada, Vancouver Island. Prior to territory re-alignment, was key account manager for the HSBC relationship for all B.C. and Alberta• Consistent monthly winner of team sales contests• Reliable team contribution through leadership and assisting/training team members• Proven ability to hit and exceed aggressive sales targets

Entrepreneurial sales role; work-from-home, 100% commission sales. Involved developing relationships with realtors, financial planners, project site developers and end-users. Fully cycle sales• Achieved $15 million in mortgage sales in 1st full year as Residential Mortgage Manager (average broker sells approximately $5 million/year in mortgages)

Branch Management and Leadership position.Responsible for branch & vault opening/closing - holder of branch keys.Core emphasis on investments - managed investment portfolio of approx. $10 million.

Hired under a 'Management Trainee Program'. Provided high-level financial advice in all aspects of personal and small business banking.• Entered into ‘Champions Club’: top 5% of individuals in respective roles in B.C. region• Consistently 95-105% pace for quarterly sales goals• Lead team to win district challenge: was branch Team Lead during national banking campaign

Worked as part of our new expanding Food Services Division.Prospecting, presenting & closing new business opportunities, account maintenance and managing existing accounts. Developed market penetration strategies for both our buy/sell lines and brand management. Both national and international brands were included in portfolio.Won award for highest sales volume growth for one of our national brands.