Jp Basso

Jp Basso Email and Phone Number

Mgr, Sales and Service @ Oaken Financial
toronto, ontario, canada
Jp Basso's Location
Calgary, Alberta, Canada, Canada
About Jp Basso

I am a very motivated person with over 12 years experience in the financial industry, coaching and leading a diverse sales and service team to achieve outstanding results. Build on teammates' strengths, recognize growth areas and implement plans to close the gaps. Work closely with clients to ascertain their needs, develop their plan for success and help monitor their success.

Jp Basso's Current Company Details
Oaken Financial

Oaken Financial

View
Mgr, Sales and Service
toronto, ontario, canada
Website:
oaken.com
Employees:
3
Jp Basso Work Experience Details
  • Oaken Financial
    Sales And Service Manager
    Oaken Financial Sep 2022 - Present
    Calgary, Alberta, Canada
  • Connectfirst Cu
    Mgr, Loan Serv Support C&C - Connectfirst Cu
    Connectfirst Cu Jun 2021 - Sep 2022
    Calgary, Alberta, Canada
  • American Income Life: Ao
    Permanent Benefits Specialist
    American Income Life: Ao Jan 2021 - Jun 2021
    Calgary, Alberta, Canada
  • Atb Financial
    Assistant Branch Manager
    Atb Financial Jun 2014 - Sep 2020
    Calgary, Alberta, Canada
    Increased average loan review scores from 56% to over 80%Led the turnaround of customer advocacy scores from an all-time low of 39 to above the targeted 54Approved discretionary pricing for loans and investments ensuring branch and corporate profitability Successfully led the transition of service staff into sales rolesDelivered a refined service staff discovery process Developed account monitoring system minimizing time accounts being in unauthorized overdraft positionsDeveloped and implemented branch retention strategy to reduce client turnoverProactively actioned negative client feedback to determine root cause and coaching opportunitiesAchieved outstanding recognition for internal audit compliancePerformed daily audit of new client profiles, internal accounts and deposits to minimize fraud and corporate losses Developed streamlined audit reporting for my branch which was adopted across entire branch network
  • Atb Financial
    Csm
    Atb Financial Aug 2011 - Jun 2014
    Calgary Crowfoot
    Led training of over 3000 associates in the use of SAP softwareSupported multiple branches in the transition to SAP softwareIncreased sales leads from service staff from less than 1 per day to an average of 4 per day per associateIncreased transactional efficiency from 8 min per transaction to 5 min average Decreased error rate to less than 1 error per 100 transactions
  • Atb Financial
    Core Trainer
    Atb Financial Nov 2010 - Aug 2011
    Alberta
    In a team setting developed formal classroom training program of SAP softwares including BaS, ERP and CRM Led training of over 3000 associates in the use of SAP softwareSupported multiple branches in the transition to SAP software
  • Atb Financial
    Css
    Atb Financial Oct 2008 - Nov 2010
    Calgary Beacon Hill
  • Starwood Hotels - The Westin Calgary
    Guest Services Manager
    Starwood Hotels - The Westin Calgary Oct 2006 - Oct 2008
  • Smoke Tree Ranch
    Guest Services
    Smoke Tree Ranch Oct 2001 - Mar 2002

Jp Basso Education Details

Frequently Asked Questions about Jp Basso

What company does Jp Basso work for?

Jp Basso works for Oaken Financial

What is Jp Basso's role at the current company?

Jp Basso's current role is Mgr, Sales and Service.

What schools did Jp Basso attend?

Jp Basso attended University Of Calgary, Georgian College.

Who are Jp Basso's colleagues?

Jp Basso's colleagues are Annie Petrovic, Jason Singh.

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