Muffy Warkentin Email & Phone Number

Gravenhurst, On, Ca

Remote

Kanata, On

As a Financial Services Advisor at Meridian, my role when not providing leadership is use my discovery and analytical skills to create a mutually genuine relationship with our Members, providing them with solutions and products to fit their specific financial needs.When required, residential mortgage underwriter, determining credit worthiness based on credit criteria while adhering to policy and service standards. Solid understanding of residential mortgages, industry trends, data integrity and high ratio insurers. I am the key coach for the Ottawa area mutual fund advisors and lending advisors, helping them achieve both personal and branch goals. I am also considered the Ottawa lead for all construction mortgage applications and underwriting. My construction mortgage success rate is very high.I successfully opened the Kanata Meridian branch in 2016 and was actively engaged in all relationship, networking and business development event activities; while becoming an expert on Meridian Policy with respect to operational risk adherence and retail branch financial services. Exceeded branch targets in 2016 through to 2019. On track to exceed all personal targets for fiscal 2020.Using my engagement skills I have developed and implemented strategies to motivate all staff and grow the business. I am both a participant and lead on many branch meetings, campaigns, learning, coaching and regional leadership team partner. Independently created coaching model for FSR’s focusing on strength building, product and operational knowledge, with the focus being on increased sales and knowledge for the team. Emphases on the Member experience to maximize every interaction and build the pipeline.I am a strong team player building relationships internally and also acting as strong, confident ambassador in the community for Meridian and Credit Unions in general.

Bells Corners Nepean On

Achieved amazing results and exceeded targets consistently combined net growth of over 12m per year. This would include, Mutual funds, investments, mortgages and lending.Partnered with all branch employees as mentor, helping them achieve goals consistently.Provided leadership in branch with respect to both operations and sales divisions. On many occasions considered the stand in manager while branch had turnover. All the while upholding my own targets and goals and improving branch enthusiasm, drive and engagement.

Ottawa

Reached all targets and successfully received a promotion.Considered a branch leader and CIBC expert with respect to all products and services offered.Participated as participant and lead in all team meetings, campaigns and developed interpersonal relationships to grow my own business and contribute to the overall success of the branch. Consistent results resulted in many “achievers” awards.

Ottawa

Considered Branch expert in all customer service, teller aspects resulting in promotion.

Ottawa

Supported senior VP with administrative duties and some decision making.Working with a small team, planned and organized Ontario East and North employee conferences (3 days long) for both sales representatives and branch managers

Hamilton

Contributed to the team, recognized for my efforts and promoted.Took initiative to learn about all products and services offered, developed my sales skills resulting in meeting and exceeding all targets.Advanced my knowledge by partnering with a top sales performer.

Oakville

Exceeded all targets and won several awards for referrals resulting in a promotion.Completed my orientation into banking while going to school full time.

Oac

Business Administration, Marketing