Jp Basso Email and Phone Number
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.
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Sales And Service ManagerOaken Financial Sep 2022 - PresentCalgary, Alberta, Canada -
Mgr, Loan Serv Support C&C - Connectfirst CuConnectfirst Cu Jun 2021 - Sep 2022Calgary, Alberta, Canada
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Permanent Benefits SpecialistAmerican Income Life: Ao Jan 2021 - Jun 2021Calgary, Alberta, Canada -
Assistant Branch ManagerAtb Financial Jun 2014 - Sep 2020Calgary, Alberta, CanadaIncreased 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 -
CsmAtb Financial Aug 2011 - Jun 2014Calgary CrowfootLed 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 -
Core TrainerAtb Financial Nov 2010 - Aug 2011AlbertaIn 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 -
CssAtb Financial Oct 2008 - Nov 2010Calgary Beacon Hill -
Guest Services ManagerStarwood Hotels - The Westin Calgary Oct 2006 - Oct 2008
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Guest ServicesSmoke Tree Ranch Oct 2001 - Mar 2002
Jp Basso Education Details
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Management -
Hotel And Resort Administration
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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