Irina Potlog

Experience

• 

  Scotiabank

  May 2013 - Mar 2015

  Purpose:As a member of the branch sales team Financial Advisors are responsible for contributing to the branch's overall success by meeting defined goals through the identification and satisfaction of immediate customer needs. Using a financial planning approach, Financial Advisors will capitalize on opportunities to increase sales, revenue and cross sell with existing and new customers. Goals include sales targets, Sales Revenue Dollar (SRDs) targets and cross sell targets (as applicable) and activity-based metrics, along with non-financial objectives related to teamwork, customer service, operational and compliance requirements, and personal development. Financial Advisors are responsible for contributing to the provision of personable, efficient, straightforward and knowledgeable service throughout daily interactions with all customers and bank employees to foster relationships of mutual trust, respect and confidence. Show less As a member of the branch service team, Customer Representative is responsible for contributing to the overall success of the branch by meeting negotiated Service Excellence Activity goals while adhering to Bank security, operational and compliance procedures and policies. Responsible for meeting customers’ day to day transactional needs, resolving their service and maintenance related inquiries and directing sales opportunities to the appropriate sales officer.Responsible for contributing to the provision of human, straightforward and knowledgeable service through your daily interactions to foster a relationship of mutual trust and confidence with customers and other team members. Show less

  • Financial Advisor

    May 2014 - Mar 2015

  • Customer Representative

    May 2013 - May 2014
• 

  Scotia Wealth Management

  Mar 2015 - now

  • Help clients use credit as a tool to accomplish lifestyle and investment goals.• Strong knowledge of customized commercial lending, risk management, financial products and services, wealth management and retail lending. • Comprehensive experience and product knowledge to deliver service and customized lending solutions consistent with high net worth client needs• Acting as the client's Primary Relationship Manager (PRM) by utilizing the Financial Planning process to develop an in-depth understand of the client's needs, and maintaining SPCG service standards regarding proactive contact, and maintaining the client contact database.• Develop an in-depth understanding of client needs and proactively make referrals to: Private Investment, Counsel, Scotiatrust, ScotiaMcLeod, Commercial and Retail Bank. Show less Purpose of job:- Responsible for contributing to the management and development of client and prospect relationships, through the sound administration of assigned accounts and the delivery of the highest standard of personal service.- Reponsible for personal credit products (mortgages, loans, credit cards) adjudication.- Through daily interactions with both clients and colleagues, foster strong relationshops based on mutual trust and confidence.Major Accountabilities Include: - Assist in the effective management of client relationships and provide the highest quality customer service: - develop and maintain a thorough knowledge of each relationship, including the nature of the account, its financial strength, banking requirements and future goals and direction- Establish a harmonious relationship with the Private Banking clientele, ensure that needs are met promptly and resourcefully.- Accompanying the Private Banker on calls as required- Participate in the growth of the Private Banking Unit portfolio and profitability as well as the profitability of the Scotia Private Client Group: - develop and maintain full knowledge of Bank products and services, and an awareness of competitor products and services.- Maintain regular contact with existing clients to ensure effective management retention and expansion of banking relationships.- Responsible for working independently with the authorities granted, and working closely with Private Banker Show less

  • Private Banker

    Sept 2019 - now

  • Senior Associate Private Banking

    May 2019 - Sept 2019

  • Associate Private Banker

    Mar 2015 - May 2019