Jeff Tisdale Email & Phone Number

New Westminster, Bc, Ca

Proud to be a part of the small business community and relish the ongoing challenge to drive year-over-year business growth together with highly engaged leadership team.Notable accomplishments ~* Built and continue to enhance productive relationships with internal and external stakeholders, strategic partners both in private industry and government at the senior leadership and executive level.* Continually work alongside clients and data partners to negotiate business terms that look towards a long term, respectful business relationship.* Able to grow a strategic line of business by 100% through collaborative approach working with stakeholders to achieve a ‘win-win’ solution.* Continually remain abreast of forward looking market trends (i.e., climate risk impact) to grow both the business and the skill sets of the team.* Report on goals to plan, noting key metrics ahead/ behind and adjust accordingly.* Represented company at various industry events, including participation in multiple professional panel discussions. Engage with clients to be part of social purpose strategies such as housing affordability, climate risk impact and living wage advocacy.

New Westminster, Bc, Ca

As a member of a leadership dynamic team, I contributed to the success of our organization by way of:* Led corporate outreach between external stakeholders and consultant contracted to test and report on flagship automated valuation product. As a result, client engagement and adoption of primary and secondary products increased significantly.* Primary talent recruiter for all positions across the organization, involved internal subject matter experts to collaborate on final hiring decisions. Continually involved team members with growth opportunities around external stakeholder relationships.* Lead the development of business strategies that help to grow both the business and the skill sets of the team.

New Westminster, Bc, Ca

In this capacity I was afforded unique opportunities to drive business and make a difference within the organization. A few of these highlights were:* Created new partnerships within the financial services sector, and shared new solutions with existing clients.* Uncovered new business opportunities with First Nations, Supportive Housing, and Public Utilities and have grown accordingly.* Active in visible community engagement roles, including involvement with the City of New Westminster’s Intelligent Cities program.

Surrey, Bc, Ca

Banking manager with success in achieving and exceeding sales and customer service goals. My retail banking, coupled with financial marketing experience has provided me with the essential tools to make a team successful. I enjoy working hand in hand with staff as well as the members in my branch. My goal is to understand what my employee's goals and motivations are and how to best utilize their skills in achieving the necessary team goal. My motto is if they succeed, then I succeed.

Surrey, Bc, Ca

Responsible for the development and introduction of a few of Prospera's top financial products: (a) myStyle Mortgage (b) YAC - young adult chequing and (c) TFSA product suite. In doing so, involved cross departmental communication with colleagues from area's such as IT, Branch Operations, Finance etc to ensure that the needs and expectations of all stakeholders were met. Product development also involved periodic post product launch reviews with end users (ie branch front line staff) to ensure that adoption barriers were identified and removed.

Langley Township, British Columbia, Ca

Supported Branch Manager with preparation and delivery of weekly branch & sales meetings. Worked with front line and lending staff to set annual performance measurements, following up monthly to compare current results, leading to a personalized action plan to address any variances. Actively anticipated in many community and corporate events, holding the distinguished honour to co host the 2006 ‘Staff Awards Night of Excellence.’ Established an Abbotsford area ‘toastmasters club’ for Envision staff, across all divisions.Participated as a 'key coach' with the inaugural launch of the 'fast forward' people development program.

Langley Township, British Columbia, Ca

Performed regular product reviews of features and benefits to ensure continued relevancy in the marketplace. Provided ongoing marketplace competitive intelligence to senior management, along with recommendations for pricing, promotions and placement. Contributed product and pricing recommendations in development for annual sales campaigns. Revamped process by which sales campaigns and product launches were introduced to the organization. Led a team that won the 2006 BC Central Credit Union award for Innovation excellence with the development of 'Voom Credit Union.' Won the 2007 Envision Financial award for Innovation excellence. Earned quarterly 'member service excellence' awards.

Langley Township, British Columbia, Ca

Offered appropriate product recommendations to meet lending and deposit needs. Referred members to specialized sales staff as opportunities arose. Remained current with related credit policy and procedures as it applied to CMHC, Genworth and CUMIS, as well as with regulatory compliance requirements as a licensed mutual fund representative. Opened retail and small business demand accounts. Acted in capacity of one of the in branch trainers for new sales staff. Consistently exceeded annual sales objectives. Received organizational accolades for providing top 'member value/service.’ Participated in CEO roundtable forum.

Worked with retail customers, listening to their financial goals and providing appropriate product and service recommendations. Exceeded annual revenue objectives through expert advice on personal loans, mortgages, mutual funds, term deposits and creditor insurance products.

Bachelor Of Business Administration, Management

Certificate, New Product Development

Personal Financial Planning Diploma, Personal Finance