- Successfully developed and implemented member-centric sales strategies resulting in increased share of wallet, improved customer retention, sales KPIs, and NPS (Net Promoter Score) results. - Accountable for ≈ $400MM lending portfolio in addition to deposits, mutual funds, creditor insurance, and credit cards with regular performance evaluation of each product line to ensure effective utilization and profitability.- Developed and oversaw credit underwriting procedures ensuring process integrity, compliance with regulatory requirements and organizational risk appetite.- Executed risk mitigation processes such as file audits, procedure reviews and reporting.- Recommended and implemented efficiencies within internal controls supporting organizational requirements being mindful of employee and member experience.- Developed and implemented both relationship and risk-based pricing models. - Forecasted revenue generation to assist in the development of overall operating plans. - Led and/or supported retail product development and implementation through collaborative activities with Marketing and Information & Technology departments including needs analysis, market research, and testing.- Coached, trained, led, and mentored sales & service teams and leadership professionals. - Established new mortgage broker referral program being responsible for creating agreements, compensation and pricing in addition to business development and marketing activities to attract and retain new broker relationships. Recipient of the 2020 Alternative Lender Award.- Represented Pathwise in the community by participating in community activities/events while demonstrating company values. - Delivered strategy and operating plans to the Board, including updates and business projections.- Member of the Credit Committee.- Member of the ALCO (Assets & Liabilities Committee).- Member of the Labour Relations Committee (unionized environment).

- Pioneered new wealth advisor role supporting entire retail branch network and led change management, resulting in an enhanced customer-centric culture. - Collaborated with Vice President of Wealth regarding corporate strategies and communication. - Held/managed largest individual wealth portfolio in the organization (≈ $35M).- Coached 15 Branch Managers (Personal Development, Strategy & Execution, employee training). - Coached 25+ Financial Service Representatives (Sales practices, Referral Strategy).- Assisted in training and coaching of branch sales leaders as well as representatives through pipeline management, practice management, and the sales/advice model processes. Increased quality and volume of referrals in addition to an improved employee and customer experience. - Partnered with district managers and individual branch leaders to assess development opportunities for leaders as well as individual sales representatives by creating tailored learning plans. - Proactively connected with members to offer wealth-based solutions, including retirement planning. - Managed the largest Mutual Fund portfolio within the organization and continued to grow the book of business through continual proactive, independent customer connections in tandem with ongoing employee development. - Ongoing reporting of sales results, referrals, and gap analysis for all employees. - Tailored individual coaching/training meetings to meet employee’s diverse skill development needs.

- Managed the flagship branch (Head Office) and lead and oversaw the work of others, including motivating, coaching, training, and providing guidance to team members while prioritizing resource allocations.- Oversaw branch audit/compliance, budgets, and revenue.- Developed strategies to support the cross-sell and up-sell of retail products and services. - Ranked #1 in PPM (Products per Meeting). Ranked #1 in new deposits with $47,134,000 (net), achieving 393% of target for 2015. Ranked #1 in new account openings for 2015 and 2016. - Lead and developed an effective team through communication, performance management, development plans and reward/recognition practices. Conducted interviews, trained staff, and evaluated staff performance.- Developed action plans to improve areas of the business that were underperforming or those that showed achievable opportunities for improvement. - Managed multiple branches during times of vacancy due to staff vacation and/or illness, etc..

- Worked collaboratively with leadership to determine training needs for all employees (≈ 1000 employees). - Co-developed programs and curricula targeting Sales, Leadership, and Change Management Programs for employees across the country from entry level to people leaders. Facilitated training workshops.- Maintained, updated, and tracked courseware changes to support changes in business. - Stood as the branch network’s first point of contact for all training requirements, requests, and suggestions. - Evaluated sales performance and delivered “result-based” feedback to the leadership team. - Provided counsel to the branch leadership teams.- Served as an SME (Subject Matter Expert) for Canada Learning during global initiatives and implementation.-Provided lending solutions (personal loans and mortgages) including creditor insurance and home & auto protection packages. This included origination through discovery and loan/mortgage underwriting requirements with recommendations. -Achieved a #1 rating/standing in Canada for overall sales results over 1000 other sales representatives.-Provided training/coaching, managed client feedback, and promoted “Value-Add” products. -Led and oversaw the work of others, including motivating, coaching, training, and providing guidance to team members while prioritizing resource allocations. -Assisted in the development of sales and/or service plans and the development of strategies to support the cross-sell and up-sell of retail products and services. -Led and developed an effective team through effective communication, performance management, development plans and reward/recognition practices. -Developed action plans to improve areas of the business that were underperforming.-Conducted interviews for onboarding, provided ongoing development training of staff, evaluated performance, and provided both reward and/or performance improvement plans, as required.