Senior Small Business Advisor
ScotiaBank
Total years of experience :17 years, 5 Months
• Exceeded sales goals by 28% and 32% in 2022 and 2023 respectively
• Manage and grow a portfolio of small business relationships.
• Improved product recommendations and increased sales
• Ability to identify client needs and provide tailored made solutions.
• Creating a strong presence within the local business community
• Managing client relationships for clients with turnovers of up to $50 Million USD
• Responsible for due diligence and risk assessment for both new and prospect clients
• Ability to identify client needs and provide tailored made solutions.
• Focus on compliance of transactions and relationships within the guidelines set by HSBC Group
• Assist in the effective management of client relationships.
• Responsible for due diligence and risk assessment for both new and prospect clients
• Ability to identify client needs and provide tailored made solutions.
• Conducted client due diligence and developed an in-depth understanding of client needs.
• Managed to assist my team to exceed our annual target by 25% in total revenue generated.
• Responsible for preparing credit contracts for corporate clients.
• Liase with Legal department to ensure credit securities are appropriate.