Semi Retired

• Jan 2023 - Present

Revenue Supervisor

• Jan 2020 - Sep 2023

Personal Account Manager

• Nov 2004 - Aug 2019

Responsible for a segmented portfolio of 180 households to build relationships for personalized financial solutions. Look to future needs using a client relationship system for activities like; mortgage renewal discussions, life events, term renewals, annual know your client discussions for mutual fund portfolios, resp reviews, retirement plan reviews, underwriting credit requests for a variety of needs. Key leader and resource for financial services department due to expert knowledge in… Show more Responsible for a segmented portfolio of 180 households to build relationships for personalized financial solutions. Look to future needs using a client relationship system for activities like; mortgage renewal discussions, life events, term renewals, annual know your client discussions for mutual fund portfolios, resp reviews, retirement plan reviews, underwriting credit requests for a variety of needs. Key leader and resource for financial services department due to expert knowledge in lending and investments, provided overrides for transactions, lending limits established in branch, lead trainer for new hires in the Personal Account Manager role, as articulate in communication and adaptable to change. The go to person in branch due to knowledge, experience, collaborative in decision making, or solutions. A key contributor to results, and achieving goals. A Mentor Show less Responsible for a segmented portfolio of 180 households to build relationships for personalized financial solutions. Look to future needs using a client relationship system for activities like; mortgage renewal discussions, life events, term renewals, annual know your client discussions for mutual fund portfolios, resp reviews, retirement plan reviews, underwriting credit requests for a variety of needs. Key leader and resource for financial services department due to expert knowledge in… Show more Responsible for a segmented portfolio of 180 households to build relationships for personalized financial solutions. Look to future needs using a client relationship system for activities like; mortgage renewal discussions, life events, term renewals, annual know your client discussions for mutual fund portfolios, resp reviews, retirement plan reviews, underwriting credit requests for a variety of needs. Key leader and resource for financial services department due to expert knowledge in lending and investments, provided overrides for transactions, lending limits established in branch, lead trainer for new hires in the Personal Account Manager role, as articulate in communication and adaptable to change. The go to person in branch due to knowledge, experience, collaborative in decision making, or solutions. A key contributor to results, and achieving goals. A Mentor Show less

Branch Manager

• Nov 1981 - Jun 2004

Coached and motivated a branch team to implement principals of Member Intimacy using a MEMBER RELATIONSHIP SYSTEM, which I was part of development with the Executive Team at North Shore Credit Union. Managed a residential mortgage portfolio of over 64 million and reached 109% of budget in 2003, and retention of 83%. Acted as Branch Compliance Officer for branch mutual fund portfolio, and two Account Managers roles with segmented portfolios. Participated in Community Events to maintain… Show more Coached and motivated a branch team to implement principals of Member Intimacy using a MEMBER RELATIONSHIP SYSTEM, which I was part of development with the Executive Team at North Shore Credit Union. Managed a residential mortgage portfolio of over 64 million and reached 109% of budget in 2003, and retention of 83%. Acted as Branch Compliance Officer for branch mutual fund portfolio, and two Account Managers roles with segmented portfolios. Participated in Community Events to maintain engagement in the Burnaby Heights Community, also coordinated a branch move from the Kensington Mall location to the current Hastings location with minimal membership run off. Audit of overall branch operations, participated in branch budgeting process, set annual sales objectives for branch team, and managed goals with performance coaching, meetings, and one on one coaching sessions. A mentor. Show less Coached and motivated a branch team to implement principals of Member Intimacy using a MEMBER RELATIONSHIP SYSTEM, which I was part of development with the Executive Team at North Shore Credit Union. Managed a residential mortgage portfolio of over 64 million and reached 109% of budget in 2003, and retention of 83%. Acted as Branch Compliance Officer for branch mutual fund portfolio, and two Account Managers roles with segmented portfolios. Participated in Community Events to maintain… Show more Coached and motivated a branch team to implement principals of Member Intimacy using a MEMBER RELATIONSHIP SYSTEM, which I was part of development with the Executive Team at North Shore Credit Union. Managed a residential mortgage portfolio of over 64 million and reached 109% of budget in 2003, and retention of 83%. Acted as Branch Compliance Officer for branch mutual fund portfolio, and two Account Managers roles with segmented portfolios. Participated in Community Events to maintain engagement in the Burnaby Heights Community, also coordinated a branch move from the Kensington Mall location to the current Hastings location with minimal membership run off. Audit of overall branch operations, participated in branch budgeting process, set annual sales objectives for branch team, and managed goals with performance coaching, meetings, and one on one coaching sessions. A mentor. Show less