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An experienced credit union executive with a background in sales leadership, relationship management, and multiple executive and management positions within and outside the credit union system in Canada. Experience in multiple aspects of the financial services industry including insurance sales, retail banking, commercial banking, human resource management, and credit union management. Also have experience as owner/manager in private industry.
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RetiredLeague DataDartmouth, Ns, Ca -
RetiredLeague Data Apr 2023 - PresentHalifax, Nova Scotia, Canada -
RetiredTeachers Plus Credit Union Sep 2011 - PresentBedford, Nova ScotiaReporting to the Board of Directors, I am responsible for the development and progress of the credit union including establishing major goals and objectives subject to approval by the Board of Directors. This position provides leadership, direction and guidance of organizational activities in achieving corporate-wide goals and objectives. This position represents the credit union to regulatory agencies, trade associations, community and civic organizations, members and other financial institutions.
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Board MemberFicanex Services Limited Partnership Jun 2013 - PresentVancouver, Canada AreaElected board member. THE EXCHANGE® Network is a full-function, national ATM network and is made up of 200 Canadian participating financial institutions and their respective ATMs. To date, the Canadian operation of THE EXCHANGE® Network has grown from approximately 550 ATMs to over 2,500 ATMs.
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Board ChairLeague Data Ltd. Apr 2021 - Apr 2023Halifax, Nova Scotia, Canada
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Member Board Of DirectorsLeague Data Jun 2014 - Apr 2021Halifax, Canada AreaLeague Data is an innovative customer focused information services company providing quality, comprehensive solutions to credit unions and related organizations to assist them in achieving their business objectives.
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Vice President, Regional SalesCumis Mar 2007 - Jan 2011Responsible for sales and relationship management for credit union customers across Canada. Was a member of CUMIS Executive Management Team. Led a team of 8 direct reports managing an overall sales team of 50. Successfully met sales and business targets that accounted for 60% of the total company revenue, while incorporating a disciplined sales environment across the country. Instrumental in developing new business opportunities and expanding product penetration in current customer base. Traveled extensively across the country managing relationships and representing the organization at various credit union system meetings. Responsible for planning and organizing national sales conferences for full sales team as well as a national conference for credit union customers. -
Regional ManagerThe Cumis Group Ltd. 2004 - 2007Responsible for sales and relationship management of all credit union customers in Atlantic Canada. Atlantic Canada led the country in sales penetration and customer loyalty under my leadership. Led a team of 3 sales representatives and one regional assistant to consistently the best performing region in the country.
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Vice President, Marketing & Human ResourcesHeritage Credit Union 1997 - 2003Managed all aspects of human resources and business development and marketing in a $100million credit union with 64 employees and 6 branches. Also was responsible for financial accounting and budgeting for credit union, including a branch profitability model.
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Development OfficerCredit Union Central Of Nova Scotia 1994 - 1997Providing consulting services and management support including HR and finance support to credit unions in Nova Scotia. Provided interim management leadership to two credit unions.
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President And Owner/ManagerRichard Electronics Ltd. 1989 - 1994Owned and operated a consumer product repair and parts sales company with up to 11 employees and represented the largest parts distribution center east of Montreal.
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Personal/Executive/Commercial Banking ManagerContinental Bank Of Canada 1982 - 1989
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Supervisor Of Customer AccountsScotiabank 1979 - 1982
Steve Richard Skills
Steve Richard Education Details
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Canadian Institute Of Financial PlanningCertified Financial Planner -
Marketing
Frequently Asked Questions about Steve Richard
What company does Steve Richard work for?
Steve Richard works for League Data
What is Steve Richard's role at the current company?
Steve Richard's current role is Retired.
What is Steve Richard's email address?
Steve Richard's email address is sr****@****plus.ca
What is Steve Richard's direct phone number?
Steve Richard's direct phone number is +190247*****
What schools did Steve Richard attend?
Steve Richard attended Canadian Institute Of Financial Planning, St. Francis Xavier University.
What skills is Steve Richard known for?
Steve Richard has skills like Banking, Leadership, Relationship Management, Insurance, Risk Management, Credit Unions, Management, Financial Services, Credit, Strategic Planning, Business Development, Executive Management.
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Steve Richard
Creative, Enthusiastic And Innovative Mechanical Engineer Student GraduateMoncton, Nb -
1odacite.ca -
Steve Richard
Montreal, Qc -
Steve Richard
Associé Construction Au Fonds De Solidarité Ftq - BioénergieGreater Montreal Metropolitan Area
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