Shannon Burch Email & Phone Number

Calgary, Alberta, CA

As part of Neo Financial's mission to disrupt the banking experience for Canadians I am responsible for designing an experience for Canadians that not only disrupts that of traditional financial institutions but one that is unparalleled across any industry in Canada. Canadians should demand a financial institution to provide them with an easy low friction.

Brilliantly Forward is an advisory organization obsessed with helping businesses grow and achieve that goal they never really thought was possible. The focus is to understand what gets in the way of success and provide a platform of resources available for business owners to select from as required for their business.As Co-Founder and Chief Content.

High River, Alberta, CA

As the head of the customer contact centre I work with an amazing group of Customer Experience Experts who are focused on the customers. Western Financial is committed to evolving to ensure customers exceptions are exceeded. Leading the development of the CX strategy, I created a strategy that included process and tools for customer engagement, knowledge.

Edmonton, Alberta, CA

In this position, I led a collaborative, multi-layered team of 67 leaders and 300 staff across 31 branches. Our focus was on delivering trusted financial advice and education to customers. I worked alongside team members to build an engaged work culture that was aligned in their commitment to enhancing customer experience and creating a sense of confidence.

Toronto, Ontario, CA

As Director of Business Solutions and Operational Projects, I led and drove a customer-focused culture, deepening client relationships and leveraging broader Bank relationships, systems and knowledge.Outcomes:✔ Developed and deployed business transformation strategy which brought the back office and client facing roles closer to the customer, resulting in.

Toronto, Ontario, CA

In this role I was responsible for 3 locations between Canada and Mexico and a contact centre solution provider, including team management and operational strategy.Outcomes:✔ Created a new structure which reduced expenses by $1.6 million; introduction of a new customer experience model allowed leaner team to increase productivity and revenue between 10%.

Toronto, Ontario, CA

As Vice President Branch Distribution, I was responsible for 23 branches in 3 diverse markets across Southern Alberta and BC.Outcomes:✔ Created sales and revenue-generating opportunities across diverse markets to improve customer relations and return on investment, adding just under $10 million to the bottom line.✔ Increased revenue of $20 million through.

Toronto, Ontario, CA

As Vice President I was responsible for the performance and leadership of 15 branches in the downtown core of Calgary.Outcomes:✔ Maximized revenues by developing tailor made sales strategies based on analysis of industry trends and our competitors.✔ Spearheaded the execution of several leadership techniques aimed at increasing employee engagement, results.

Toronto, Ontario, CA

In this role I consulted and collaborated with the Region Head and District Vice Presidents to implement and execute Sales and Service strategy and tactics in the Prairie Region.Outcomes:✔ Cultivated strong relationships among internal partners in order to generate revenue growth, increased customer experience results and employee engagement. ✔ Spearheaded.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Arts - Ba, Economics

Registered Retirment Consultant

Certified Financial Planning Designation, Financial Planning

Certificate, Change Management Practitioner