Real Estate Agent
Spark Realty Inc
Total years of experience :9 years, 11 Months
Promotes the development and profitable growth of the banking portfolio in an assigned market area
Builds and maintain a market profile in an assigned market area with both internal and external contacts
Manages an assigned credit portfolio for authorizations up to $5MM at an acceptable level of risk
Develop and implement a marketing strategy to maximize business development opportunities for sustainable growth;
Develop sales plans for prospects and existing customers;
Identifying prospects/referrals from other internal/external networks;
Analyzing prospect lists and prioritizing business development opportunities based on market data and customer analytics;
Partner with internal resources for non-credit related products
Referring customers and prospects to the appropriate Commercial Banking segment and partners as appropriate.
Planning and completing relationship activities that generate sales opportunities and/or provide value to clients;
Building and maintaining an awareness of local market and general economic conditions
Champions a high performance environment and contributes to an inclusive work environment
•Acted as an advisor by engaging clients in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate financial solutions
•Opened new banking accounts, credit products and gave investment advice while promoting all banking products and services to create a legendary customer experience
•Helped clients understand complex investment solutions such as mutual funds and guided them into investing into mutual funds as a licensed mutual fund representative
•Identified sales opportunities to grow the business while providing excellent customer service
•Understood client’s needs and tied them to a product or service which lead to sales
•Ensured client problems are handled appropriately, escalating issues when necessary
•Made proactive outbound calls during call hours in order to follow up with clients and book future appointments to deepen client relations
•Used a variety of software programs (Intralink, Sharepoint & MS Office programs)
•Contributed to the achievement of branch business objectives by meeting or exceeding individual sales goals
•Identified and referred clients to team members and internal bank partners such as Scotia Wealth, Private Banking
•Contributed to the branch objective for operational excellence by adhering to credit compliance, audit visits and mutual fund compliance.
•Complied with bank and industry codes of conduct and with securities laws and regulations
•Actively took part in team meetings with innovative ideas on how to create a better banking experience
Fulfil the role of lead relationship manager, acting as the central point of contact for all client needs.
Lead or participate in review meetings, including those with elected leaders (Chief & Council), community members, investment managers, and other stakeholders.
PrepProvide proactive and personalized client experience to Indigenous Trust clients and beneficiaries, exemplified by timely and accurate account administration coupled with demonstrated technical expertise, personal integrity.
are and deliver presentations and proposals to a wide range of audiences and prospects.
Collaborate effectively and respectfully with Chief & Council, Band administrators, community trustees and other stakeholders.
Analyze legal, financial and accounting documents to develop action plans, proactively resolve issues and address questions from clients.
Implement trust management action plans and oversee the activities of direct reports (if any).
Proactively manage ad hoc and recurring tasks on all accounts in care.
Coordinate the preparation of tax filings, financial statements and audits.
Engage and retain internal and external experts and service providers as appropriate to provide and maintain a high standard of care and quality of service to clients.
Document discretionary decision-making, always ensuring that appropriate internal consultations are completed.
Build and maintain effective internal and external partnerships, with a view to providing seamless, impactful solutions.
Responsible for revenue collection and contributing profitability by accurately forecasting and overseeing the timely collection of fees, including making recommendations regarding situations that may warrant a non-standard fee agreement.
Support the establishment of proactive relationships with a select number of internal partners and external stakeholders to identify and close new business opportunities.
•Provided exceptional experience for new and existing clients by identifying their needs
•Accountable to meet all sales & service targets
•Acted as a mentor for new hires
•Accountable for accurately capturing and validating clients’ personal and financial information, ensuring all documentation is completed in accordance with Bank policies and procedures
•Achieved and sustained a balanced approach to managing risk by ensuring compliance controls and processes (credit, operational and regulatory) are integrated into day to day activities
•Participated in assigned sales effectiveness projects and initiatives as required on behalf of the Branch Manager
•Identified and investigated any potential unusual transactions or attempted unusual transaction on a daily basis for each walk in customers
•Ensured that the information obtained is consistent with Compliance, Regulations and Anti Money Laundering policy and procedures and satisfied regulatory requirements
•Opened banking and security products with the guidelines of KYC rules and if necessary escalated to FINTRAC
• Perform front line services to students, staff and guests
• Assist back office with projects and tasks (events, health benefits)
• Assist students with health benefits program and queries
• Proactively intercept customers and provide them with accurate information
• Sell products from one of Canada’s most respected banking companies
• Work from our kiosks located at specific locations
• Close sales of products and services by assisting customers to complete application forms
• Build and maintain relationships with location managers and associates
• Work in partnership with an on-site store employees to complete sales
• Engaged customers in order to provide to them what they need in terms of product and quality services
• Promoted brands when instructed over the phone using telephone marketing strategies
• Processed transactions in a time efficient manner
• Maintained work area in terms of cleanliness and hygiene
• Communicate current product features and benefits to customers
• Provided administrative assistance where necessary such as filing, faxing, etc
• Contacted potential customers via telephone
Senior Programme Development Executive
• Research and develop the conference agenda, themes, topics session and key discussion points for portfolio of events, while working closely with the Managing Director and with the rest of the Business Development and Marketing Team.
• To identify and secure appropriate high-level speakers through research across portfolios of events
• To coordinate and support all aspects of speaker management, which includes confirming, sending confirmations, liaising regarding presentations, programme guide material, logistics etc.
• To control the ongoing development and updates of the conference and topics, and to identify and secure key speakers across our events
• Developing a nice human touch with speaker interactions, being the face of the company when it comes to any issues related to speakers
• To work closely with sponsors, suppliers and the team during buildup and the event it self to ensure the quality delivery of sponsor/exhibitor benefits
• To work closely with Business Development Team, Marketing Team, Event Management Team, Customer Services and other Functions related to other team members to delivery a quality event
• To research and continually monitor other events and to build a calendar of competitor events through out the year
• To help out periodically with other even management functions not mentioned as and when required.
