Supporting the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers.- Initiated culture shift towards greater diversity and inclusion.

Primary HSBC Investment Funds (Canada) Branch Manager role supervises the mutual fund sales business conducted within the branch (approve new accounts and monitor trading activity) and act as the primary point of contact for mutual fund customer inquiries requiring escalation.- Received highest audit result rating as "effective" controls.- 0 audit findings during time in role.

In this role I created and implemented a departmental plan that supported the Wealth and Personal Banking strategy, monitored and reported on achievement of targets and took responsibility for the attainment of desired Key Performance Indicators (KPIs).The Branch Manager thrives on working within a highly complex environment, and has the industry expertise, business acumen and strong people leadership experience to deliver successful results.- Successful referral of 7 house… Show more In this role I created and implemented a departmental plan that supported the Wealth and Personal Banking strategy, monitored and reported on achievement of targets and took responsibility for the attainment of desired Key Performance Indicators (KPIs).The Branch Manager thrives on working within a highly complex environment, and has the industry expertise, business acumen and strong people leadership experience to deliver successful results.- Successful referral of 7 house holds and $15MM+ in new to bank assets to Private Investment Council.- Built and led a culture of diversity and inclusion, including being one of the first businesses in Vernon to participate in the "Love is Love" LGBTQ+ community campaign.- Raised HSBC global awareness for "Orange Shirt Day" to better increase awareness for indigenous peoples.- Consistently coached and developed new hires into quartile 2 or higher performance rating, including a national top 5 Premium Banker for Wealth Based Services.- Successful referral of $10MM+ in new mortgages to our Mortgage Service Center in previous 12 months. Show less

The Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home or planning for retirement, while protecting their family and interests for every eventuality.In this role I was a trusted adviser to our new and existing customers, providing a tailored approach and holistic financial advice, while working collaboratively with team members to support their entire life journey.- Rated top 3… Show more The Wealth Management teams provide a range of services to HSBC customers, supporting key life events such as saving for university fees, buying a new home or planning for retirement, while protecting their family and interests for every eventuality.In this role I was a trusted adviser to our new and existing customers, providing a tailored approach and holistic financial advice, while working collaboratively with team members to support their entire life journey.- Rated top 3 nationally 2012 in overall role performance.- Received 7 quarterly rewards as a top 10 wealth adviser in diversified solutions.- Managed $40MM wealth assets for 200+ unique households. Show less

Develop and retain relationships with existing customers through active management of portfolios and ensuring solutions continually meet customer’s needs as well as exceeding customer expectations in terms of speed, efficiency and professionalism.

Act as a Brand Ambassador for HSBC Bank Canada, delivering an exceptional customer experience through identifying and fulfilling all customer needs at first point of contact.