Mike De Bokx Email & Phone Number

Calgary, Alberta, Canada

As Sr. Commercial Relationship Manager, I am accountable for managing and growing a commercial portfolio of banking products and loans. To carry out my mandate, I orchestrate account management efforts to generate new business opportunities, provide a highly differentiated customer experience, and drive organic portfolio and member growth. Some of my key contributions include:➥ Cultivated and nurtured robust relationships with business clients.➥ Introduced clients to… Show more As Sr. Commercial Relationship Manager, I am accountable for managing and growing a commercial portfolio of banking products and loans. To carry out my mandate, I orchestrate account management efforts to generate new business opportunities, provide a highly differentiated customer experience, and drive organic portfolio and member growth. Some of my key contributions include:➥ Cultivated and nurtured robust relationships with business clients.➥ Introduced clients to external partners to drive referral revenue. ➥ Consistently exceeded target goals for wealth management referrals and deposit growth despite challenging pandemic conditions.➥ Delivered 172%, 165%, and 152% of annual funding targets in FY21, FY22 & FY 23, respectively. ➥ Delivered 260%, 180%, and 130% of annual partner referral funding targets in FY21, FY22 & FY 23, respectively. ➥ Trained team members to reinforce prospecting and business development best practices.➥ Co-developed a social media program to expand the brand’s digital footprint. Personally featured in multiple marketing videos published through social media channels.➥ Led a social media campaign to inform business owners; posted 27 videos on LinkedIn, YouTube, and TikTok.➥ Partnered with leadership to overhaul an outdated program (financing and banking account packages) and align with industry standards, resulting in new business opportunities. ➥ Mentored financial advisors as key member of the Servus Mentorship Program. Show less

Calgary, Alberta, Canada

- Building a new portfolio of mid-market commercial businesses and professional practices offering financing and banking solutions, investment opportunities, cash management and wealth management efficiencies.

Calgary, Canada Area

Worked with the ANHWP subsidiary, New Home Warranty Insurance (Canada) Corporation. I analyzed risk and underwrote new member applications, renewals, and multi-family project applications by ~350 members.Some of my contributions include:➥ Partnered with the sales team to secure 25+ new members annually. ➥ Trained the sales team in risk analysis/management best practices.➥ Analyzed all risk factors and developed mitigation plans for internal/external risk. Ensured robust risk… Show more Worked with the ANHWP subsidiary, New Home Warranty Insurance (Canada) Corporation. I analyzed risk and underwrote new member applications, renewals, and multi-family project applications by ~350 members.Some of my contributions include:➥ Partnered with the sales team to secure 25+ new members annually. ➥ Trained the sales team in risk analysis/management best practices.➥ Analyzed all risk factors and developed mitigation plans for internal/external risk. Ensured robust risk management/mitigation controls were effectively incorporated throughout the entire product/service development cycle. ➥ Established, maintained, and updated policies and procedures governing risk management. ➥ Led a 7-member, cross-departmental team to manage a full systems upgrade, improve compliance standards, and meet provincial government requirements, resulting in $500K+ in cost savings from potentially avoided fines and penalties.➥ Provided members with a clear outline of information submission and timing requirements via the systems upgrade. Show less

Calgary, Alberta

As Business Account Manager, I was tasked with growing a portfolio of ~375 small business accounts by driving sales of banking products.Some of my contributions include:➥ Designed a social media strategy to engage with target businesses.➥ Increased LinkedIn followers from 3-4K to 12K+. ➥ Leveraged personal and professional network to capitalize on new business development opportunities. ➥ Grew the portfolio by ~22% per year.➥ Secured 100 new accounts throughout… Show more As Business Account Manager, I was tasked with growing a portfolio of ~375 small business accounts by driving sales of banking products.Some of my contributions include:➥ Designed a social media strategy to engage with target businesses.➥ Increased LinkedIn followers from 3-4K to 12K+. ➥ Leveraged personal and professional network to capitalize on new business development opportunities. ➥ Grew the portfolio by ~22% per year.➥ Secured 100 new accounts throughout tenure. Show less

Greater Calgary Metropolitan Area

In 2005, I established a consultancy to provide a range of financial consulting services to 30+ small business owners including business planning, financing applications, and bookkeeping. Among my accomplishments, I created a lender financing package and secured a financing partner for a general contractor’s commercial strip mall.

Calgary, Canada Area

I joined the Canadian Federation of Independent Business in 2015, where I managed a book of 450+ business owners and conducted surveys to identify business challenges.I communicated the organization’s lobbying efforts and processed membership renewals.Some of my contributions include:➥ Drove business development and prospecting efforts to secure new memberships.➥ Maintained stable membership growth despite depressed economic conditions in Alberta (2015/2016).

- Performed all marketing and business development activities to drive financial growth- Developed business relationships with referral sources- Managed and enhanced client relationships in order to develop residential and commercial mortgage deals, averaging 10 new clients per month- After care management follow up with clients

Delta, Bc And Calgary, Ab

Small Business Account Manager / Small Business Loan Underwriter / Commercial Relationship Manager – Mid-Market - Managed portfolio of approximately 300 small business accounts including financing applications, investment opportunities and account management as a Small Business Account Manager. Grew the portfolio by 15% per annum.- Managed portfolio of approximately 90 mid-market commercial accounts including financing applications, investment opportunities and account management as a… Show more Small Business Account Manager / Small Business Loan Underwriter / Commercial Relationship Manager – Mid-Market - Managed portfolio of approximately 300 small business accounts including financing applications, investment opportunities and account management as a Small Business Account Manager. Grew the portfolio by 15% per annum.- Managed portfolio of approximately 90 mid-market commercial accounts including financing applications, investment opportunities and account management as a Commercial Relationship Manager. Grew the portfolio by 18% per annum.- Introduction of business clients to both internal and external referral partners to assist them in growing their business and meeting their goals Show less

Ba, Majors In Both Economics & History

Certificate Of Professional Management, Risk Management

Indigenous Canada Certificate