Paulo Martins

Experience

• 

  TD

  Jan 2008 - Feb 2012

  • Provide sound advice at every customer interaction, contributing to a positive customer experience• Possess expert knowledge of TD Canada Trust Business Banking products and services, and sound knowledge of products offered by other internal bank partners. Work closely with the Small Business Credit Centre, Credit Administration Service and SBB product groups to ensure satisfactory customer response times for new credit applications• Provide guidance, support and coaching to other team members on Business Banking products• Develop and deepen the banking relationships of new and existing Small Business Banking customers and provide them with appropriate products and services for their small business needs Show less • Lead a Team 12 Transfer officers in the daily processing of transfers within TD Waterhouse’s Service Level Agreements (SLA’s) • Provide structured coaching (on deliverables & career development) to officers and provide guidance in all TD Waterhouse policies and procedures, including semi-annual Personal Planning and Development (PP&D) reviews• Liaise with other Financial Institutions (OFI’s) to ensure adherence to Audit procedures while maintaining the utmost focus on customer service• 2nd point (final within department) of escalation in all complex transfers/complaints including adjudication of potential loss and risk exposure• Designated Presenter for Transfers during Stakeholder/Partner meetings discussing Quarterly Departmental Accountabilities and Objectives Show less

  • Small Business Advisor

    Mar 2010 - Feb 2012

  • Team Manager

    Jan 2008 - Feb 2010
• 

  Scotiabank

  Jan 2012 - Sept 2022

  • Lead and develop the branches sales and services teams by: executing sales and services management activities, providing coaching, guidance and support to team members and planning and leading branch huddles, skill building sessions, sales meetings and touchbases• Oversee the quality of customer service by ensuring service management are conducted, demonstrating the expected service standards (i.e. walking line, engaging customers etc.) to present a place where our clients want to bank• Develop skills and knowledge to protect the bank, customer and shareholder interest by managing and minimizing the bank’s exposure to risk by ensuring compliance with regulatory activities and guidelines• Develop current roster of COI’s and introduce them to Scotiabank’s suite of products and services Show less

  • Senior Manager, Sales

    Jun 2014 - Sept 2022

  • Branch Manager

    Jan 2012 - Jun 2014
• 

  RBC

  Feb 2012 - Aug 2012

  Small Business Advisor

  • Manage a Portfolio of 300 clients for their Business and Personal financial needs• Review and offer advice that add value to our client’s current Business/Personal products and services with RBC and/or Other Financial Institutions, looking to deepen and provide a holistic banking relationship• Posses expert knowledge of RBC’s Banking Products and Services ensuring “The Perfect Financial Review” in any interactions including general client requests, credit applications, and investment portfolio reviews• Provide guidance, coaching and support to Branch staff as Subject Matter Expert in Business Banking Show less

• 

  B2B Bank

  Oct 2022 - now

  Senior Manager, Business Development, B2B Bank

  º Build and maintain positive business relationships with Mortgage Brokers and Mortgage Agents through the sale of mortgage products, broker/agent satisfaction, and retention of accountsº Follow and maintain a defined sales strategy based on activities and proper database managementº Prepare, coordinate and present sales presentations and proposals to new and existing brokers and agentsº Attend and promote the Bank's mortgage products at industry Trade Shows, Conferences, and Promotional Events Show less