§ 20 years of progressive sales and service responsibility and achievement in Publishing, Finance, Team Management, National Sales and Micro targeted Sales.
§ Particular areas of expertise include optimizing sales growth, enhancing customer service, identifying and implementing sales and service strategies, utilizing customized client solutions, building diverse and long-term client relationships, marketing initiatives.
§ Prospect local businesses for sales sponsorship in print media.
§ Neighborhood specific micro-target marketing.
§ Publishing monthly community magazines representing local businesses, families and organizations.
§ Develop Canadian national sales strategies to generate leads from investment firms seeking macro-economic research.
§ Converted leads to record sales growth for the Canadian market. Capital Economics team of economists provide independent global economic analysis, forecasts and consultancy.
§ Expanding geographic limits throughout the GTA and south western Ontario and seeking best rates and products in the market for clients; not confined to an individual financial institution.
§ Facilitating internal operations of mortgages with underwriters, lawyers and respective banks.
§ Establish solid customer relations through ongoing client communications and file management.
§ Promoting brand through community event initiatives, networking events, producing marketing material on market updates and analysis.
§ Recruited by a former HSBC manager which afforded the opportunity to deal with more mortgage lenders.
§ Transition to HSBC for opportunity to access more branches and a larger client base with a larger geographic area. This included planning, setting growth objectives and business partners to optimize product mix and increase volume to a new growth area of the bank.
§ Managing the operations of a dynamic team of various branch staff across south eastern and south western Ontario in identifying and sourcing new mortgage business to the bank.
§ Progression to mortgage role based on previous experience working with and observing RBC mortgage specialists.
§ Promotion gave the opportunity for increased responsibility of higher valued signing authority on bank loan and investment products.
(investments, loans, credit cards and insurance) within a centralized fulfillment service centre.
§ Train, coach, mentor and engage new employees routinely on RBC's products, communication skills, procedures and processes, circulars and quality customer service strategies.