Marvie Jayme Email & Phone Number

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

River District, Vancouver, B.C.

Launched a brand new branch grew membership from zero to 700 members. • Attended 40+ events per year to increase community awareness and build effective relationships; developed and delivered presentations.• Increased net growth deposits by 215% and net growth wealth by 160% by championing excellence in customer service, attracting new clients, and referrals.• Oversaw daily branch operations and managed tellers, mortgage advisors, and investment advisors. • Achieved an increase… Show more Launched a brand new branch grew membership from zero to 700 members. • Attended 40+ events per year to increase community awareness and build effective relationships; developed and delivered presentations.• Increased net growth deposits by 215% and net growth wealth by 160% by championing excellence in customer service, attracting new clients, and referrals.• Oversaw daily branch operations and managed tellers, mortgage advisors, and investment advisors. • Achieved an increase in overall branch sales in mortgages, lending, and investments via developing and executing a strategic sales process and one on one coaching.• Oversaw a team of bankers that executed all sales activities; established and achieved sales goals through effective sales management techniques. Recruited, trained, and mentored staff on client profiling, conducting sales meetings, and closing deals.• Utilized a consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers.• Conducted monthly branch-wide meetings on customer service, product knowledge, policy and procedures, procedural changes, and current areas of focus. Show less

King George & 102 Surrey/Tsawwassen, B.C.

• Inspired, led and developed teams of Financial Professionals and Customer Service experts.• Attended community events to increase community awareness, build effective relationships and maintain a high business profile.• Increased net retail and business growth including net wealth and deposits by championing advise effectiveness, holistic client relationship, business retention, client referral of their family & friends.• Achieved an increase in… Show more • Inspired, led and developed teams of Financial Professionals and Customer Service experts.• Attended community events to increase community awareness, build effective relationships and maintain a high business profile.• Increased net retail and business growth including net wealth and deposits by championing advise effectiveness, holistic client relationship, business retention, client referral of their family & friends.• Achieved an increase in overall branch sales and revenue by developing and executing a strategic sales process, team and one-on-one coaching. • Developed plans to achieve Branch’s business objectives by analyzing the local market area including the competition.• Identified potential referral sources and critical business contacts.• Utilized a consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with clients.• Exceeded goals and expectations; conducted skills assessment, performance management, development feedback, and coaching of employees; developed biannual performance evaluations; recommended corrective actions.• Served as Branch Compliance Officer (BCO) and branch Anti-Money Laundering (AML) Compliance Officer.• Recruited, developed, mentored and promoted team members• Conducted monthly branch-wide meetings on customer service, product knowledge, policy and procedures, procedural changes, and current promotions. • Performed collections for delinquent accounts; liaised with customers via phone and in-person to negotiate favorable arrangements.• Championed business management and acquisition initiatives by ensuring clear communication with the team.• Planned and lead weekly one-on-one coaching sessions to recognize success help overcome obstacles and set a weekly focus. Show less

Guildford Town Centre, Surrey B.C.

• Inspired, led and developed a team of 7 Financial Advisors and Financial Advisor Trainees.• Achieved financial objectives related to profitable growth and retention of individually assigned and team’s assigned retail business portfolio. Achieved individually assigned and team objectives related to customer service, human resource management and operational effectiveness. • Provided a straightforward, knowledgeable and personal approach that builds trust and inspires confidence in… Show more • Inspired, led and developed a team of 7 Financial Advisors and Financial Advisor Trainees.• Achieved financial objectives related to profitable growth and retention of individually assigned and team’s assigned retail business portfolio. Achieved individually assigned and team objectives related to customer service, human resource management and operational effectiveness. • Provided a straightforward, knowledgeable and personal approach that builds trust and inspires confidence in customers and employees.• Planned and led weekly one-on-one coaching sessions to recognize success, help overcome obstacles and set a weekly focus• Assisted with sales meetings to reward and acknowledge positive results and communicate the weekly focus• Recruited, hired and promoted team members per standard Bank policies.• Modelled exemplary leadership by promoting and enhancing teamwork and customer service standards. Show less

Various Locations

• Achieved $16+M in personal sales growth in investments, mutual funds and mortgages; assisted customers in reaching their financial goals. • Drove exceptional client experience and provided helpful and relevant everyday banking, investment, mutual funds, debt management, credit and risk (insurance & estate) advice for clients who typically had increasingly complex needs. Nurtured and grew profitable long-term relationships with proactive advice through cross-selling, upselling, renewals… Show more • Achieved $16+M in personal sales growth in investments, mutual funds and mortgages; assisted customers in reaching their financial goals. • Drove exceptional client experience and provided helpful and relevant everyday banking, investment, mutual funds, debt management, credit and risk (insurance & estate) advice for clients who typically had increasingly complex needs. Nurtured and grew profitable long-term relationships with proactive advice through cross-selling, upselling, renewals opportunities, and referrals to internal partners.• Contributed to branch client loyalty and sales results by taking ownership of client problems at the first point of contact, delivering personalized advice, solutions, and anchoring and deepening client relationships.• Developed and maintained relationships with partners to optimize business opportunities and referrals. Show less

Branch Compliance Officer

Certificate, Workplace Mental Health Leadership

Financial Planning I

Financial Planning Ii

Investment And Taxation Fundamentals

Insurance And Retirement

Fundamentals Of Personal Finance

Education record