Sam Robertson Email & Phone Number

Edmonton, Alberta, Canada

Barrie, Ontario, Canada

- Provided support on client reporting, prospective borrowing & deposit opportunity discovery, and assisted with underwriting of credit presentations for reviews and new credit proposals.- Worked with the largest client book in the Ontario North Region, completing financial analysis for reviews & credit presentations for large core clients north of $5 Million.

Barrie, Ontario, Canada

- Working with a book of over 900 small businesses in the Barrie region, advising on day-to-day, borrowing, investment, and operating solutions to achieve their goals and objectives.- Participated in multiple pilots for Scotiabank’s internal prospecting program, generating quality leads for sales and advice teams through data mining customer data & trends.F2022 Q2 - Best of the Best Top PerformerF2021 - Achieved above 100% results goal, #1 in region in Customer Pulse for Small Business

Toronto, Ontario, Canada

2023 Isobel Cup Champions

Barrie, Ontario, Canada

Toronto, Ontario, Canada

- Grew revenues above 1 million annually for the province of Saskatchewan and the state of Alaska, excluding pro team sales, under my leadership.- Developed a process for mining internal data from customer orders through Microsoft Excel, enabling sales reps to find successes, deficiencies, and opportunities within their specific territory.

Toronto, Canada Area

- Sales desk operations which included daily sales, customer service, customer order triage.- Accepted the position of in house sales representative for the territory or Alberta and British Columbia, 2 of the larger Athletic Knit customer catchment areas.