Martin Man

Experience

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  Chartered Professional Accountants of Canada (CPA Canada)

  Dec 2012 - Dec 2014

  Administrative Clerk

  • Helped filing and organizing confidential exam paper from candidates all over the world• Inputted and proceeded data accurately and efficiently• Verified exam paper checked by examiners to ensure all question has been reviewed

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  TD

  Feb 2015 - Feb 2022

  • Focus on business development and market management by proactively sourcing new clients through cold calling, leveraging Centres of Influence (COIs) and attending networking events to seek out prospects on bringing new business opportunities to the Bank• Met and exceeded individual quarterly and annual sales goals ( Funded a total business credit volume of $4.4M in FS 2019 and $5.5M in FS 2020)• Achieved 2020 Annual TD Summit Award as top 2 Account Managers nominated by the Senior Vice President of TD Business Banking• Sound knowledge in analyzing business corporate structures, financial statements and complex credit application• Proactive on portfolio growth to retain and build on existing and new client relationships• Work closely with different TD Partners from various departments to identify investment, lending and cash management opportunities• Being a leader in the team to lead, coach and mentor 5 new Account Managers Show less • Met and exceeded Team and Individual Legendary Experience Index (LEI) measured by customer email survey result ( Bring Team LEI improved from 58% to 70%, Personal LEI exceeded 75% )• Built and led a diverse team of Customer Services Representatives• Provided legendary customer service to our customers and handle their concerns and complaints to maximize customer retention and growth• Developed strategies to increase overall shareholder values by leading individuals to meet and exceed their performance goals• Coached and motivated team members to achieve both business and personal goals through direct mentorship• Hired new employees by recruiting, interviewing and selecting new hired Customer Services Representatives Show less • Met and exceeded individual sales goals ( Sales Revenue exceeded 150% and Volume exceeded over 175% in all quarters)• Analyzed and created a diversified financial portfolio for customers• Assisted customer with advanced credit ( Mortgage and Secured line of credit) and investment ( Mutual funds and Direct Investing )• Completed and processed complex credit applications in a timely manner• Identified and referred high-value customers to suitable financial partners• Coached and mentored junior advisors on complex credit applications and investments Show less • Met and exceeded individual sales goals ( Sales Revenue exceeded 175% and Volume exceeded over 205 % in all quarters)• Top 40 Financial Service Representatives in the Pacific Region of Canada ( Qualified in TD Region Champion Club 2017 )• Analyzed customers' financial needs and provides suitable financial solutions• Assisted customers with new account openings, credit products (visa card, secured and unsecured line of credit, mortgage) and investment advice ( term deposits, mutual fund )• Identified and referred high-value or business customers with suitable financial partners Show less

  • Account Manager, Small Business

    May 2019 - Feb 2022

  • Manager of Customer Experience

    Sept 2017 - May 2019

  • Financial Advisor

    Feb 2017 - Aug 2017

  • Financial Services Representative

    Dec 2015 - Jan 2017

  • Customer Service Representative

    Feb 2015 - Nov 2015
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  BMO Commercial Bank

  Feb 2022 - Mar 2023

  Relationship Portfolio Manager l Public Companies l Treasury & Payment Solutions

  • Acted as the key sales contact on pre-sale and post-sales-related treasury & payment solutions such as cash management, pricing, implementation, training and system navigation.• Met and exceeded individual quarterly sales goals ( over 150% sales target in FS 2022 )• Retained existing and expanded new client relationships to achieve and exceed sales, services, and profitability goals• Acted as an expert on market conditions and trends to maintain a high level of economic awareness• Worked proactively with different BMO Partners in various departments to win business as a team• Provided mentorship to the branch partners to identify new business opportunities and handle complex customers’ inquiries Show less

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  TD

  Feb 2023 - now

  Account Manager, Commercial Banking

  • Act as a trusted strategic advisor and partner to manage a diversified portfolio of commercial clients for their complex financial needs• Met and exceeded individual annual sales goals together with the support from Management, Associates, and Analysts teams (Funded a total commercial credit volume of ~$18.5M in F2023)• Implement sales strategies and proposals to proactively acquire new clients and deepen existing customer relationships• Complete credit applications in a timely manner with high-quality risk assessment, credit structure, due diligence, and credit presentation• Act as an expert to understand the market and the industries within the portfolio to ensure valued added service is provided to clients whilemitigating risk to the Bank• Work collaboratively with different internal TD partners and external partners to ensure winning business together as one team• Lead and provide mentorship and coaching to commercial associates and branch partners on how to strategically Show less