Kevin Ebert, Mba Email & Phone Number

Vancouver, BC, CA

Vancouver, British Columbia, Canada

As a member of the largest team of specialized relationship managers across Canada, I provide expertise focused on the unique complexities of the Public and Not For Profit sectors. I understand the unique needs and challenges these organizations face and will ensure to offer tailored advice and solutions to meet them. By supporting you in accomplishing.

Vancouver, Canada Area

Local market leader for downtown Vancouver; providing leadership, oversight, coaching, and direction to 13 Business Account Managers. Responsible for actively growing the team in addition to developing their skills and capabilities.We have specialization in the areas of: Health care professionals, franchising, knowledge based industries, film &.

Vancouver, BC

• Provide regional leadership to the Private Banking credit team, responsible for executing and delivering on the client value proposition and credit strategy. Integral member of the senior leadership team for BC Private.
• 9 Direct Reports located in 6 markets: North Vancouver, Oakridge, Langley, Victoria, Kelowna, and Penticton
• 12-19% net outstanding credit volume growth YOY in all 3 fiscal years

Toronto ON

• Deliver on the RBC promise of superior client service by providing innovative credit solutions, professional value-added advice, and credit expertise to clients within Private Banking. Responsible for client credit.
• Individually responsible for a portfolio of 253 households and $155 Million of outstanding credit (as at Dec 2015)
• Received National Q4 2014 award for business performance and client experience; achieving credit volume growth of 31.6%, year over year for fiscal 2014, and key contributor to top-ranked team by client loyalty results
• Primarily accountable for client credit relationship: Understand and manage risk model, while considering stakeholder interests
• Received National Q1 2014 award for business performance and execution of key strategic priorities; contributing to the team’s overall performance of 28.8% total revenue growth, year over year as of Jan 2014
• Facilitated a ‘Credit Fundamentals’ workshop for client’s children aged 18-25

• Responsible for the development of items which will be added to existing library of exam questions for current certification courses.
• Created 40 new items for the “Certificate in Commercial Credit” exam
• Ensured items are unbiased and at the appropriate cognitive level for the learning domain requested

North York, Ontario

• Promoted to Small Business Team through proven client acquisition, volume growth, and financial planning results. Responsible for the acquisition of new small business clients within the region – with a primary focus.
• Manage and grow existing business deposit/credit portfolio of $46,000,000+
• Analyze business plans, financial statements, and overall financial position of owners to decision and authorize credit facilities of up to $250,000
• Collaborate with credit adjudication, commercial financial services, as well as other partners to provide best solution for client and grow revenue for RBC
• Have achieved 105% of volume targets, and surpassed quarterly targets around client loyalty
• Plan and execute client seminars and info sessions

East York, Ontario

• Promoted to senior position through proven sales, loyalty, and client experience. Managed professional and high value clients of the branch; responding to their needs and requests. Used financial planning techniques to.
• Managed and grew existing personal investment/credit portfolio by over 10% to a total of $70,000,000+
• Was a key contributor and team coach towards improved client loyalty results; 15% year over year in 2009 and another 5% in 2010
• Analyzed, decisioned and authorized personal credit facilities of up to $400,000
• Evaluated and opportunity spotted gaps in clients’ current portfolios
• Continued personal skill-set expansion towards contact management and business acquisition

Shelburne, Ontario

• Entrusted with the opportunity to meet new and existing clients; working with their current situation to provide short as well as long-term solutions to their financial desires and goals.
• RSP season team leader – motivated and coached staff around call scripting and investment advice
• Helped clients understand the importance of current borrowing conditions and how it relates to the need for emergency reserves and long-term retirement planning

Master Of Business Administration (Mba), Financial Services

Ba, Economics

Pfp, Bco, Ific, Multiple Risk Mgmt & Trust Courses