Experience

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  VantageOne Credit Union

  • Peachland, British Columbia, Canada

  • Branch Manager

    • Jan 2021 - Present
    • Peachland, British Columbia, Canada

    Provide leadership and direction to branch team. Ensure development of a high performance culture by providing training and coaching sessions. Develop annual business plan. Identify and develop opportunities to promote the branch and VantageOne Credit Union. Oversee branch credit activities, ensuring credit recommendations are in accordance with established policy, procedures and authorized guidelines. Ensure risk management processes and procedures are followed.

• 

  Prospera Credit Union

  • Kelowna, B.C.

  • Family Banking Relationship Manager

    • Jul 2018 - Oct 2020
    • Kelowna, B.C.

• 

  CIBC

  • Westbank, B.C.

  • Senior Financial Services Representative, Small Business

    • Jun 2016 - May 2018
    • Westbank, B.C.

• 

  BMO Financial Group

  • WEST KELOWNA, BC

  • Financial Services Manager

    • Sep 2014 - Jun 2016
    • WEST KELOWNA, BC

    Maintain a broad knowledge of all financial planning products and strategies offered by BMO BANK OF MONTREAL geared towards cash management, investment strategies, and debt management for personal and business. Mortgage Specialist.

• 

  ATB Financial

  • Banff, AB

  • Personal Banking Specialist

    • Oct 2012 - Sep 2014
    • Banff, AB

    Maintained a broad knowledge of all financial planning products and strategies offered by ATB Financial geared towards cash management, investment strategies, and debt management for personal and business. Mortgage Specialist.

• 

  RBC

  • Canmore, AB

  • Account Manager

    • Mar 2011 - Oct 2012
    • Canmore, AB

    Maintained a broad knowledge of all financial planning products and strategies offered by RBC Royal Bank geared towards cash management, investment strategies, and debt management for personal and business. Mutual Funds Licenced.

• 

  R.C. Vacation Home Management Inc.

  • Canmore, AB

  • OWNER/PROPERTY MANAGEMENT

    • Dec 2003 - Jan 2011
    • Canmore, AB

    Developed and operated a successful Vacation Home Management Company with 138 properties in the Bow Valley.

• 

  BOW VALLEY COLLEGE

  • CANMORE AND BANFF

  • BUSINESS AND INDUSTRY INSTRUCTOR

    • Aug 2002 - Jun 2008
    • CANMORE AND BANFF

    Responsible for the following software instructing: Computer Basics, Microsoft Word, Excel, Access, PowerPoint, Advanced Internet, and co-facilitated Computerized Accounting. Instructed Customer Service Courses and workshops for Small Business : Basic Administrative Skills and Effective Minute Taking. Created curriculums and instructed diverse groups of students and worked collaboratively with career placement consultants. Led Workshops and Cororate Training. Supervised and graded students according to the guides set by Bow Valley College.