Katherine White

Katherine White Email and Phone Number

Client Service Manager at Ivory Planning Group @ Ivory Planning Group
Katherine White's Location
Maple Ridge, British Columbia, Canada, Canada
About Katherine White

As a Dynamic Team Leader, I have over 10 years of financial services, client excellence and coaching experience. My leadership style cultivates a highly productive and engaged company culture. I focus on possibilities, especially for people, and I am energized and able to help lead to success through my enthusiasm. I bring creativity and imagination to my roles. I readily communicate and easily step up to become a spokesperson for change and other worthy causes. I make an effort to always include and engage those around me to help build confidence as an individual or group. I focus on what motivates myself and the team and encourage those around me to do the same. As a leader, I take the time to appreciate and acknowledge those who report to me and foster an environment of participation from all different perspectives. My passion is to be transparent, empower others and integrate strong values. I display my commitment by building trust and authentic openness. My ability to understand my own feelings, motivations and emotions has helped me effectively get the best from myself and others. Knowing how to translate the nuances and emotions of people and situations allows me to take those learnings and transition them into leading with purpose and clarity. These skills allow me to be comfortable navigating among a diverse range of people and environments. SKILLS Performance CoachingRisk ManagementCash HandlingRecruitment Team Development Career Progression Coaching Organization Communication Customer Service People Management Mindset OrientedStrong organizational abilities Skilled in effective communication both written and verbal One Team Approach Leading by ExampleMortgage LendingMutual FundsSmall Business Lending Decision making and problem-solving skills Highly effective with conflict resolution with both clients and staff

Katherine White's Current Company Details
Ivory Planning Group

Ivory Planning Group

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Client Service Manager at Ivory Planning Group
Katherine White Work Experience Details
  • Ivory Planning Group
    Client Service Manager
    Ivory Planning Group Sep 2020 - Present
    Langley, British Columbia, Canada
  • Vancouver, B.C
    Financial Professional/ Performance Coach/ Passionate People And Culture Leader
    Vancouver, B.C May 2020 - Sep 2020
    Greater Vancouver, British Columbia, Canada
  • Westminster Savings Credit Union
    Assistant Branch Manager
    Westminster Savings Credit Union Oct 2017 - May 2020
    Vancouver, Canada Area
    I worked with and lead the sales and service team. Managed and delivered results from one of the largest teams within the Credit Union.
  • Cibc
    Sr. Financial Services Representative Small Business
    Cibc Nov 2016 - Oct 2017
    Vancouver, Canada Area
    As a MFDA Licensed Representative, I engaged clients by uncovering both business and personal financial needs.
  • Cibc
    Manager Of Client Experience
    Cibc Nov 2012 - Dec 2016
    Vancouver, Canada Area
    As a Manager Of Client Experience I was responsible for encouraging and providing constructive coaching to help team members achieve organizational and personal results.
  • Cibc
    Customer Service Representative
    Cibc Feb 2008 - Nov 2012
    Vancouver, Canada Area
    Co-Lead team as Senior CSR and was responsible for branch cash supplies, stationary and weekly balancing of ATM units: Loading, Clearing deposits, posting GL totals and supporting the CSR team.

Katherine White Education Details

Frequently Asked Questions about Katherine White

What company does Katherine White work for?

Katherine White works for Ivory Planning Group

What is Katherine White's role at the current company?

Katherine White's current role is Client Service Manager at Ivory Planning Group.

What schools did Katherine White attend?

Katherine White attended Douglas College.

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