Stuart Warner, Mba Ficb Email & Phone Number

Canada

Parksville, Bc, Ca

Nanaimo, British Columbia, Canada

Responsible for providing oversight and maintaining focus on the strategic direction of the Commercial Services team, while providing leadership, sales management and coaching support in all aspects. Accountable for the achievement of financial and operational goals by focusing on high levels of member satisfaction and employee engagement to deliver memorable experiences for our members and employees.

Nanaimo, British Columbia, Canada

Nanaimo, British, Columbia

Waterloo. Ontario

New role created to support the significant growth and expansion of the Bank as it expands into new markets and segments and accelerate its development of products and services. Responsible for the continued transition of Specialized Lending and Lending Services into a World Class Portfolio Management Group. Leading a team of 14 direct reports who work closely with Sales and Credit Risk to ensure the delivery of client experiences that far exceed their expectations, through commercial and retail credit underwriting including complete accountability and responsibility of the High Net Worth, Small Business Banking and Leveraged Investing portfolio’s as they continue to grow rapidly.

Ontario Region (Bmo Harris Private Banking)

Recommended by Vice President, BMO Harris Private Banking - Ontario Region for this newly-created role to manage credit risk, standardize operational credit processes and create capacity for the sales force to accommodate current and future High Net Worth business expansion. Worked collaboratively with Senior Management team, including executives from Investment Management, Estate and Trust, Banking and Wealth Planning to ensure that Portfolio Management processes were effectively integrated across the bank. Led, motivated, and inspired 12 direct reports dispersed throughout London, Waterloo, and Ottawa - a team of Professional Services Managers and Private Banking Officers Credit who provided support in commercial and retail credit underwriting including complete responsibility and accountability for regulatory compliance , advice, training, and product fulfillment to enable a team of 29 Sales Professionals to focus on profitably growing revenue from prospects and clients alike. • After only 2 months of service, experienced a portfolio enlargement from 5 cities to 9-city roster.• Increased sales force productivity capacity 50% by redistributing and automating select tasks. • Fortified existing business processes to bring across-the-board congruency to previously-scattered operations in all 9 above-mentioned cities; as a result; earned a "100 % clean" score on Jan. 2012 corporate audit - a drastic improvement from former call-back status within the Region.

Etobicoke, Ontario

Promoted to turn around 4-year history of lacklustre performance amongst 10 branches within a high-net-worth community. Provided leadership and coaching to 10 Branch Managers, 7 Commercial Account Managers and approximately 130 indirect reports. Accountable for achievement of Retail and Commercial Banking financial and customer loyalty results while maintaining superior operational effectiveness. • In only 1 year, reversed area performance from bottom quartile to Top 10 status. • Elevated customer loyalty scores from below standard to 10% above target.

York-Simcore, Ontario

Approached by Senior Vice President to step into this role and relieve the District Vice President of a series of duties that included: (1) effectively Project Manage key Change Management requirements including new product implementation, new sales management process and real estate expansion, (2) facilitate an effective sales management process (3) strong influencing skills exhibited through coaching the 7-person Commercial and Personal Area Management team to deliver peak performance and (4) displayed excellent written and communication skills to produce high impact and strategic presentations.• Overturned audit performance from previous year to realize a passing grade by lowering error rate 75% (i.e., from 40 to 10); as a result of this initiative's success, guided a 4-person team to roll out these proven tactics across all of Ontario. • Catapulted district performance from average to Top 5 nationwide.

Vaughn, Ontario

Built, coached, and sustained newly-formed team capable of delivering the Sales, Service, Operational, and Credit Risk Management required to successfully achieve Business, Customer and Operational objectives. • Achieved top 10 National ranking two of three years• Introduced in-branch telephone banking to abolish wait times and client frustrations.

Toronto

Singled out by Senior Vice President for 2 concurrent Project Management roles to (1) increase capacity for the Canada-wide sales force to concentrate on a segmented sales approach while ensuring that superior loan monitoring and supervision remained the prime emphasis required to protect Bank assets and (2) created the Premium Sales & Service offer for the High Value Commercial Client Segment. Key requirement was influencing Senior executives to buy in and completely support testing of the offer, which lead to successful implementation across the country.

Stratford, London, St. Thomas/Simcoe

Area Manager at 3 distinct locations Stratford, London and St. Thomas/Simcoe. Fully responsible and accountable for leading and managing an ever expanding team of Commercial Account Managers and Branch Managers, culminating in 12 Commercial Account Managers and 10 Branch Managers. Consistently overachieved Business objectives in each location.

M.B.A., Financial Services

Fellow Of Institute Of Canadian Bankers

Canadian Securities Course

Honours Bachelor Of Arts Degree, Economics