Sarosh Patel Email & Phone Number

I am a high-impact and success-oriented leader with over 17 years of experience driving outstanding bank performance levels across multiple branches of the Bank of Montreal (BMO). Throughout my progressive career, I have directed overall operational aspects including client negotiations, portfolio management, personnel training, and forecast development. Moreover, I analyze areas of improvement and proposes strategic actions that address challenges, leveraging growth opportunities to achieve operational targets and KPIs.I leverage my successful track record of developing and guiding direct-to-consumer digital banking products across Everyday Banking, Payments, lending, Investments, Savings, and Credit Card business. Overall, I have been recognized as an excellent relationship builder and collaborator, equipped with outstanding verbal and communication skills, paired with ability to motivate teams, drive change ad challenge status quo, manage ambiguity, and make informed recommendations. Connect with me to learn more about my expertise in the following areas:- Portfolio Management- Strategic Financial Planning- Process Audit Management- Strategic Execution - Data Collection & Analysis- Forecasting & Trend Identification- Client Acquisitions- Leadership- Home Financing and Lending- Strategic Change Management

Listed skills include Banking, Credit, Customer Service, Loans, and 3 others.