Michael Warren Email & Phone Number

Greater Toronto Area, Canada

As a Senior Small Business Advisor at Meridian Credit Union, I successfully manage a diverse portfolio of over 220 small business members, including high net-worth clients, across six branches in Central Toronto, with assets totalling over $60 million. I collaborate with branch staff at all levels to enhance business knowledge, improve member experiences, boost productivity, and ensure staff proficiency in achieving targets. Additionally, I proactively engage with prospective members through… Show more As a Senior Small Business Advisor at Meridian Credit Union, I successfully manage a diverse portfolio of over 220 small business members, including high net-worth clients, across six branches in Central Toronto, with assets totalling over $60 million. I collaborate with branch staff at all levels to enhance business knowledge, improve member experiences, boost productivity, and ensure staff proficiency in achieving targets. Additionally, I proactively engage with prospective members through Centers of Influence, driving both personal and corporate objectives, and conduct informal training needs assessments to identify and address lending knowledge gaps, thus enhancing team efficiency and efficacy. Show less

In my role as a Financial Services & Small Business Advisor at Meridian Credit Union, I successfully managed a diverse portfolio of over 500 personal and business members, fostering strong professional relationships and providing tailored financial solutions. I collaborated with internal and external partners to address various financial needs, supported local businesses through community outreach, and contributed to branch efficiency through coaching, scheduling, and audit reviews.

Toronto, Ontario, Canada

In this role as a Financial Service Representative I built and maintained a thorough knowledge of products and services to uncover needs and opportunities for our members to assist in their financial well-being and achieve corporate goals.

Pickering

Honor'S Bachelor, Human Kinetics

Activities and Societies: • Member of the Human Kinetics Faculty Student Council, 2010-2012 • Director of the Kinesiology Games (2012).

Workplace Learning And Adult Education Program

• Adult Learning Fundamentals – Complete, 2023 • Learning Needs Assessment – Complete 2024 • Instructional Design and Development –.