Experience

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  Rbc royal bank

  Jun 1994 - Jun 2004

  Led all aspects of sales and service for a a highly competitive, downtown retail location. Supervised direct reports while developing and implementing a new business strategy to turn around a troubled location. Provided coaching and mentoring for sales staff. Managed sales, service and relationships for a portfolio of mid to high-value clients. Maintained and enhanced client relationships, advised clients on credit and investment products, and prospected for new business development opportunities.

  • Sales Manager

    Jan 2000 - Jun 2004

  • Relationship Manager

    Jun 1994 - Feb 2000
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  Rbc wealth management

  Jan 2004 - Jul 2008

  Manager credit structure, private banking, vancouver island b.c.

  Delivered on the RBC promise of superior client service by providing innovative credit solutions and individualized financial advice to high net worth clients in Private Banking. Partners with RBC Financial Group, RBC Trust and Estate Service, including Commercial Financial Services and Capital Markets.

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  Rbc royal bank

  Jul 2008 - now

  Senior relationship manager

  Results-focused senior commercial relationship account manager with extensive experience in Canadian corporate and institutional lending. Brings insightful understanding of the commercial/business evaluation process and relationship management techniques, incorporating best practices for the strategic and tactical management of mid to large-sized accounts.

• 

  Td

  Jan 2025 - now

  Senior manager commercial banking

  Based in Nanaimo, British Columbia, I am privileged to lead a talented and dynamic team of Commercial Banking professionals supporting mid-market businesses across North Vancouver Island. As Senior Manager, Commercial Services at TD Canada Trust, my leadership focuses on providing oversight on credit structuring and sound risk management practices, while driving market expansion and empowering my team to deliver exceptional service and strategic financial insights to our clients.I oversee sales activities to foster growth, structure competitive credit solutions, and uphold TD’s reputation as a trusted advisor. Balancing credit and operational risk processes is key, ensuring alignment with TD’s risk appetite and economic trends. In addition, I focus on optimizing talent within the branch, attracting and motivating top performers both from within TD and external sources. I also build strong relationships with Commercial Credit Risk Management and collaborate with key Centers of Influence within the community. Minder weergeven