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Adam Clark

Adam Clark

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location of Adam ClarkOwen Sound, Ontario, Canada

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  • Timeline

  • About me

    Director Business Development, CFS

  • Education

    • Institute of Canadian Bankers

      2002 - 2007
      Personal Financial Planning Designation

    • Smith School of Business at Queen's University

      2022 - 2022
      Executive Education, Communicating with Impact Business

      About the programIn business, your best idea is only as good as your ability to effectively share it with others.The complexity of ongoing innovations in analytics, digitization and artificial intelligence have driven the need for businesses to think differently and adapt quickly. Success ultimately depends on ensuring that your organization's employees have the communication skills to take advantage of the changing world of business so that information flows clearly and seamlessly… Show more About the programIn business, your best idea is only as good as your ability to effectively share it with others.The complexity of ongoing innovations in analytics, digitization and artificial intelligence have driven the need for businesses to think differently and adapt quickly. Success ultimately depends on ensuring that your organization's employees have the communication skills to take advantage of the changing world of business so that information flows clearly and seamlessly between them and the outside world. Absence of either needlessly costs your firm money and damages stakeholder engagement at every level.Communicating with Impact is designed to equip you with the knowledge and skills to confidently share your insights, analyses and recommendations with diverse audiences both inside and outside your organization. Show less

    • Fanshawe College

      1999 - 2001
      Financial Services

    • Smith School of Business at Queen's University

      2017 - 2017
      Queen's Executive Education-Strategic Decision Making

      This program blends the art and science of decision making, and enables you to consider choices intuitively and analytically. It teaches Senior Managers how successful business leaders make their decisions & understand practices for positive decision making in the future.

    • Smith School of Business at Queen's University

      2023 - 2023
      Advanced Executive Certificate Strategic Planning and Leading Change

      This program will enable you to develop and implement a focused and action-oriented strategic plan to drive successful change and, more importantly, establish the conditions for long-term success.

    • Smith School of Business at Queen's University

      2019 - 2019
      Executive Education Transformational and Charasmatic Leadership

      This program promotes the development of leaders, senior managers, client-facing professionals and others who want to develop the transformational and charismatic leadership behaviors that will enable them to influence, motivate and inspire those around them to move forward, and help their organizations thrive.

    • Smith School of Business at Queen's University

      2016 - 2016
      Executive Education Developing Your Leadership Presence

      This powerful program teaches senior managers and executives to communicate more effectively, develop their executive presence, and forge higher quality relationships with customers and colleagues.

    • Smith School of Business at Queen's University

      2018 - 2018
      Executive Education Coaching for High Performance

      This Program Helps Develop Coaching techniques for High Performance. It gives concise framework for coaching that stimulates high performance in others. It teaches how to effectively develop the competence and confidence of your employees. It teaches processes for confronting people who need to change behavior and/or improve performance.

  • Experience

    • Scotiabank

      May 2002 - Sept 2011

      • Branch Manager

        Jun 2011 - Sept 2011

      • Branch Manager

        Feb 2010 - Jun 2011

      • Mortgage Development Manager

        Sept 2008 - Feb 2010

      • Financial Advisor

        Sept 2007 - Sept 2008

      • Account Manager Small Business

        Mar 2006 - Sept 2007

      • Sr. Personal Banking Advisor

        Oct 2004 - Mar 2006

      • Personal Banking Advisor

        May 2002 - Oct 2004

    • Meridian Credit Union

      Sept 2011 - Mar 2022

      Provide leadership to my district of 17 branches between Ottawa, Simcoe/Grey/Bruce Counties and Seaforth.Help support my branch leaders to exceed their Relationship Metrics laid out by the organization. Align branch visions with that of Meridian. Work with my leadership team to find efficiencies in their operations and day to day in the retail branch setting. Identify key growth and development opportunities for my team, and help them successfully reach their goals laid out in their Individual Development Plans.Support my branch communities with charity and volunteer work, and proudly represent Meridian Credit Union.Meridian is Ontario's largest Credit Union, and Canada's 2nd largest. We offer full service banking. Come check us out!! Show less I provide leadership and guidance to a team of Mobile Mortgage Specialists, ensuring the implementation and achievement of business strategies and objectives through coaching and market management. While working in partnership with our retail branch network to implement strategies, processes, and disciplines to achieve sustainable revenue growth through an engaged the sales force.I strive to develop an effective, adaptable sales force that demonstrate a growth mindset, while nurturing both internal and external partnership that are consistent with the Meridian brand and strategic objectives. Show less Have taken on a new challenge with Meridian to lead our Port Elgin Branch in the Saugeen Shores Community. One of Hepcoe's 1st legacy branches, the book offers a new set of challenges, a new community to integrate into, and a mature Membership.Very much looking forward to leading this experienced team to success!Meridian is Ontario's largest Credit Union, and is a Member first, Community focused Organization that has won awards for our employee engagement, as well as top places to work in Canada. We offer a full range of Financial Service products & services to help our Members lives grow. Come check us out! Show less Manage Uptown and Downtown Meridian branches in Owen Sound. Managing 17 direct reports, my responsibilities include developing my employees, building our brand in Grey/Bruce, helping our Membership become financially better off, growing our business, and forming new relationships within the community. Meridian offers a full suite of financial services for our Members. We put profits back into competitve rates, and new services for our Members. Meridian also strives to be an active partner in our communities, helping grow them through volunteer work, and sponsorships! Show less

      • District Vice President

        Jan 2021 - Mar 2022

      • Senior Manager, Mobile Mortgage Sales

        Mar 2019 - Feb 2021

      • Branch Manager

        Jan 2018 - Mar 2019

      • Branch Manager

        Sept 2011 - Dec 2017

    • RBC

      Feb 2022 - now

      Leading North Shore Community for RBC. The Community includes Owen Sound, Wiarton, Sauble Beach, Lion's Head & Tobermory, and serves RBCs Clients helping them realize their financial goals. Working with branch leaders, Advisors and partners, we will work to achieve organizational goals while delivering an exceptional client experience. I will work with my teams to assist with their development and deliver on RBC's differentiated Employee experience.

      • Director Business Development - CFS

        Sept 2024 - now

      • Relationship Manager, Commercial Financial Services

        May 2023 - Sept 2024

      • Community Manager

        Feb 2022 - May 2023

  • Licenses & Certifications

    • Closing the Strategy-Execution Gap

      Smith School of Business at Queen's University
      Sept 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Adam Clark
      Nominated for the CCAU National Young Leader Award - Feb 2016 Nominated by Meridian Credit Union for the Canadian Credit Union Association's National Young Leader Award based on the initiation and development of Meridian's first ever Mentorship and Development program Meridian Young Leaders.
    • Awarded to Adam Clark
      ISucceed Branch Award-Top Branch 2014 Meridian Credit Union - Mar 2015 Awarded to the top overall branch in the company, based on overall results in relationship growth, profitability, Member satisfaction, employee engagement and other additional metrics.
    • Awarded to Adam Clark
      Best of the Best Recipient-multiple occassions Scotiabank 2010 Annual award given by Scotiabank to its top performers