Spencer Scott Email & Phone Number

Ontario, Canada

Huron, Ontario, Canada

➢Manage a portfolio of over $100,000,000 across 160 households➢Support clients with approximate borrowing needs between $250,000 - $5MM ➢Focus on exceeding client expectations by providing specialized solutions to support their business➢Provide advice and support to local business owners (combination of agriculture and commercial)➢Putting the client at the centre of "everything we do" to develop strong, lasting relationships that are based on understanding the business➢Ensure all client needs are met by offering a suit of banking solutions supported by Libro partners (cash management, business banking & lending, personal banking & lending, investment opportunities & wealth management)

Linwood, Ontario, Canada

➢ Manage a portfolio of assigned and unassigned small business owners➢ Develop creative credit portfolio solutions to meet each clients individual needs➢ Present a strong presence in the small business community for the surrounding area➢ Complete applications that offer credit facilities to help maximize the business owners cash flow➢ Work closely with Scotiabank partners to develop relationships and expand current knowledge➢ Proactively approach clients after preforming an analysis of their profile to help maximize borrowing and day to day operations➢ Dealing with business loans and deposits of up to $1 million➢ Specializing in agricultural/farming borrowing needs➢ Consistently deliver top results and exceeding quarterly targets

Linwood, Ontario, Canada

➢ Work directly with clients to create comprehensive and personalized plans that suite their saving, borrowing and retirement plans➢ Strong attention to detail and interpersonal communication skills demonstrated with day-to-day tasks and duties➢ Mentor staff on our global sales principals to help expand our book of business➢ Develop and maintain long lasting relationships with clients, colleagues and our commercial/wealth department➢ Manage a portfolio of 440 assigned customers➢ Proven ability to consistently exceed quarterly sales targets➢ Taking a pro-active approach for contacting clients through cold calls and market blasts to offer valuable financial solutions➢ Primarily dealing with investments of up to $2 million➢ Asking for referrals from satisfied customers to grow the business

Waterloo, Ontario, Canada

➢ Provide a full range of customized financial solutions using a basic financial planning approach focused on building and maintaining long term relationships, primarily with unassigned and new clients➢ Contribute to our defined Customer Experience Model, providing an excellent customer experience➢ Taking a proactive approach to discover our customers needs, listening to understand what they are asking for➢ Educating our clients, providing relevant insights and expert advice➢ Taking a holistic approach to help clients achieve their goals➢ Develop, retain and grow the branch business by exceeding sales goals that support a positive customer experience

Linwood, Ontario, Canada

➢ Deepen client relationships by effectively executing all services and referring bank products while achieving goals through daily sales activities and branch sales promotions➢ Resolve account service issues and respond to client inquiries promptly and effectively➢ Authority of opening and closing the branch

Waterloo

➢ Responsible for ensuring that the produce department is maintained in a clean, safe and appealing state to our customers➢ Greet customers as they enter the store➢ Create displays in the grocery store to help advertise and promote new and pre-existing product➢ Create marketing pieces on a weekly basis to ensure the store is up to date on products and pricing➢ Create a positive and friendly environment by assisting customers with retrieving items from different sections of the store➢ Train new employees on policies, procedures and job duties

General Business, Business Administration And Management, General

Diploma, Renovation Technician

High School

Canadian Investment Funds Course, Finance

Registered Financial And Retirement Advisor Rfra Diploma, Finance