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.
• 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.

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
• 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.

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.
• Provided a straightforward, knowledgeable and personal approach that builds trust and inspires confidence in… Show more
• 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

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.
• 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.
• 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