Sales Performance Manager

• May 2019 - Present

Director, Business Banking, Sales & Channel Development

• Apr 2013 - Jan 2019

Support the Vice President of Commercial Services in enhancing sales and distribution channels while helping create an environment supportive to the success of the Commercial sales team. Span of management includes both our Centralized Support team (security and document control) as well as the Commercial Cash Management group. Support the Vice President of Commercial Services in enhancing sales and distribution channels while helping create an environment supportive to the success of the Commercial sales team. Span of management includes both our Centralized Support team (security and document control) as well as the Commercial Cash Management group.

Branch Manager

• Jan 2012 - Apr 2013

Manage the branch (Gross Revenue: $2.5M), accountable for the development of Sales and Service Plans and follow through with implementation in the branch – staff of 13 (5 sales, 6 service, 2 leadership). Took over management of the branch on January 23, 2012. Supported and collaborated with regional office team in management of project which saw our branch relocated to a new location at the end of October 2012. The relocation effort was viewed as a smooth and successful project in which our team was given many accolades for both the implementation and the business success which resulted. Show less

Director, Business Banking Segment

• Aug 2008 - Jun 2011

Led and participated in multiple projects simultaneously as part of the Business Banking Segment. Managed small team with in the Strategy and Business Development Team (2 Direct, 1 Indirect).

General Manager, Barrie District

• Nov 2005 - Aug 2008

Managed a Senior Level Sales Force of over 20 professionals (14 Sales; 10 Support) focused on high value Personal and Business banking in multiple locations, responsible for over $650M in funds managed.

Branch Manager

• Dec 2003 - Oct 2005

Managed the branch (Gross Revenue: Midland $1.75M; Bradford $1.4M), accountable for the development of Sales and Service Plans and follow through with implementation in the branch, approximately, 15 staff.

Account Manager

• Jul 2000 - Dec 2003

Maintained and serviced established client base with proven sales and growth results.

Financial Consultant

• Oct 1997 - Jul 2000

Accountable for prospecting and development of a client base, development of Personal Financial Plans (Investment and Insurance Products). Acquired and managed approximately 200 clients. Accountable for prospecting and development of a client base, development of Personal Financial Plans (Investment and Insurance Products). Acquired and managed approximately 200 clients.