Technical Recruiter

• Feb 2022 - Present

Vendor Manager (Bank and Investments)

• Mar 2019 - Jan 2022

• Developed current vendor management program and supporting playbook that outlines the entire supplier lifecycle and core accountabilities and drive continuous improvements in processes. • Defined the benchmarks to support the vendor management program, i.e. developed vendor scorecards, quarterly operational efficiency deck and incident dashboard for presenting results, including maintaining/enhancing tools for use.• Developed and influenced optimal deal negotiations by reviewing operational expenses related to vendor relationships and evaluating opportunities to find business and contractual efficiencies to drive scalability.o SSGA – saved $80,000, received in credits to TNG invoicing.o PPLUS Termination – saved $140,000 over 5-year contractual termo Univeris Contract negotiation – played a pivotal role in contract negotiation and forecasting contract lifecycle spend • Collaborated cross-functionally across multiple management levels to update Third-Party Risk Management (Coupa/Icertis) tool for critical vendors and proactively troubleshoot emerging issues.• Delivered exceptional project management and operation lead on high profile Global ETF launch for Tangerine Investments in 3 months (2020). • Delivered exceptional project management and operation lead on high profile SRI launch for Tangerine Investments (2022). Show less

Client Solutions Lead

• May 2018 - Mar 2019

Assisted Investment Funds Advisors (IFA) with client inquiries as well as escalations. • Contributed to the continuing improvements of the Sales team with respect to Quality and Sales initiatives by tracking reasons for associate calls along with providing feedback through analysis of the quality of IFA calls. • Defined the benchmarks for the CSL role: handling client escalations, trade corrections and client investigations, supporting the IFAs, enforcing policies and procedures. • Generated Outbound Sales Report (weekly and monthly), and the Lead Generation Report (monthly) for the performance team.• Created the 2019 sales forecast for the Outbound and Service and Sales teams. • Responsible for launching the Tangerine Help Platform, including creating core content that educated IFAs on products and minimized low priority calls into the CSL Queue. Show less

Investment Funds Advisor

• Nov 2016 - May 2018

Coached, educated, and enabled clients to make investment decisions that are in line with their financial goals. • Developed a new procedure to better service our clients (NIGO tracker).• Created monthly sales incentives and worked within budget. • Coached new investment advisors on policies and procedures.

Sales Associate

• Aug 2015 - Nov 2016

Provided helpful financial advice to clients in all areas of day-to-day and small business banking.• Achieved high sales goals and customer satisfaction, by showing value, upselling products, and retaining finances. • Educated the customer on the range of financial products that were relevant to their situation.

Head of House Manager

• Mar 2017 - Mar 2019

• Responsible for driving the financial success of the unit's operation, by creating promotions and incentives to drive customer loyalty. • Recruited, hired, trained and created monthly schedules to address peak business hours. • Achieved compliance with Quality Assurance, Occupational Health and Safety Act and WHMIS regulations. • Responsible for driving the financial success of the unit's operation, by creating promotions and incentives to drive customer loyalty. • Recruited, hired, trained and created monthly schedules to address peak business hours. • Achieved compliance with Quality Assurance, Occupational Health and Safety Act and WHMIS regulations.