Patrick Bedikian

Experience

• 

  Bank of Montreal

  Jan 2003 - Dec 2005

  Financial Service Officer

  Proficient in Customer Service Representative Link, Lotus, Intranet (Internal System), MAAS and Optimizer. Trained in performing various financial transactions (Foreign Exchange, International Wires, Daily & Monthly Reports, Research any banking subject or department, Handling Customer Complaint) Launching and managing several new marketing initiatives. Providing Excellent customer service by building strong relationships through frequent follow-ups.

• 

  Scotiabank

  Jan 2006 - Jul 2015

  As MPB I have Management responsibilities such as doing PAR (Quarterly evaluations), Coaching, Resolving complaint, Observation Coaching by the new CEM, Controlling Internal Budget, Making sure the numbers monthly are balanced threw our MBR (net Results), Compliance, Training, TYCE and Making sure that all ACS (Automatic Control System) is well managed and is always in place. Building high profiles customers with my center of influence or with our Market. Prepare Wealth Management seminars for potential client. Prepare Internal or Community Campaign. Coach my colleagues on possibilities of increasing Sales forces in Branch by working as a team. Take higher management responsibilities when Community Manager not present in branch. Work in a high maintenance branch. Right hand of the Community Manager. 7 Sales People report to me on a daily basis. Also recruit actively many new candidates to be trained at our branch by me for 6 months and then placed them in our community or within Montreal Area after completing their probation. Show less Manage a portfolio of 300 high-net-worth clients, and grow relationships by providing advice on short-term and long-term financial solutions based on their needs, current life cycle and retirement plans while uncovering new investment opportunities.-Develop financial plans and investments strategies to meet clients’ demands and retirement goals.-Refer Wealthy clients to Wealth Management for any great services that will help clients get better financially and tax-efficient.-Use all tools at my disposition to maximize the bank profitability and revenus. Show less Proficient in Mutual Funds, Investments, Day-to-Day Transactions, Intralink, and Borrowings) Working from walk-in clients to a managements of over 800 medium to high profile customers. Represent and offer Scotia Securities Inc., Small Business Planning and Estate Planning products. Provide Excellent customer service and offer client a bundle of welcome products to avoid client going to competitions. Responsible in internal & external marketing within our community. 25% Investment Management & 75% Borrowing. I built myself very strong center of influences with high connections. Management responsibilities as some coaching with sales & services employee (Huddle, Sales Meeting...), daily & monthly reports, autorisation, compliance issues & complaint handling. Responsile for the monthly clients survey (TYCE). Selected for the National Scotiabank Advisor for Pilot Programs, Volunteering in many causes and foundations and part of the Associations of the Scotiabank Group Events. Show less

  • Manager Personal Banking / Small Business / Director of Sales

    Mar 2012 - Jul 2015

  • Investment and Personal Banking Specialist

    Feb 2009 - Mar 2012

  • Personal Banking Officer & Senior Personal Banking Specialist

    Jan 2006 - Jan 2009
• 

  RBC

  Aug 2015 - now

  Manager of the Peel & Sherbrooke branch, I have developed a very good expertise in identifying opportunities with our professional healthcare clients by offering them the services and solutions that are appropriate to their situations using agreements with FMEQ , FMRQ, FMSQ, FMOQ and ACDQ. I coach my employees to discover the projects and dreams of the clients and organize appointments jointly with partners of financial planning, IRP and FP relationship. I am located in a market where there is an increased demand for commercial and foreign students studying at McGill University or Concordia. We did many seminars throughout the year and also our biggest event of the year: "Student Rush" which last more than 2 months almost. Market Leadership and Partner Circle are a priority of success with many partners. Often I do external business development, in order to discover plenty of potential in our market. I manage a team of 15 employees and also have a team of 10 partners working in my team. It is one of the largest branch in Quebec with a very high demand of retail and commercial banking. We are also very involved with many associations with McGill like the McGill Student Society, Medical McGill Student Society and Student Society McGill Union. We also cover many community, networking and foundations activities in the heart of downtown Montreal. Experience in opening the new Branch in McGill which reported to me as well. What a great career experience. Show less Deliver an exceptional client experience. Maximizes every client interaction by delivering helpful, timely and relevant advice throughout the branch and models Professional Retailing Behaviors to engage clients with all members of the team including partners. I will focus on maximizing the return on RBC’s total investment while establishing engagement within the community we serve. I need to ensure that my staffs and RBC partners have all resources to optimized and deliver an exceptional client experience and superior client loyalty, sales productivity and revenue results, retention and growth of existing (business and personal) clients’ business by focusing the team on advice and activities. Ensures a high level of coaching and sales management, empowering team to reach their optimum performance. Champions digital enablement by becoming an advocate of the RBC mobile application and wallet. Enpower RBC brand and captures new business opportunities. Reinforce Professional Retailing Behaviours. Introduce or transition clients to “home of best fit” with partners (SrAMBP, MS, IRP, FP) by sharing their value propositions, proactively booking appointments and making referrals. Ensure clients going through key life events, such as Retirement Transition and Estate Settlement, are referred to an IRP or FP. Model and coach to take ownership of client problems at first point of contact applying the “Make it Right” principles. Nurture and grow long term profitable relationships by being along the client’s path for key life moments. Engage in active talent management; establish a quarterly workforce plan and routines to ensure the right people with the right skills are in roles now and in the future to ensure we deliver a superior client experience and performance. Demonstrates commitment to operational effectiveness balancing meeting business objectives with the risk of loss to the shareholder. Show less

  • Branch Manager

    May 2024 - now

  • Community Manager

    Sept 2019 - May 2024

  • Branch Manager

    Feb 2017 - Sept 2019

  • Branch Manager Denovo

    Aug 2015 - Feb 2017