Sydenham, Ontario, Canada
Motivated professional dedicated to developing skills and growing as a leader to best help others succeed. Passionate about leading with positivity and helping others embrace change and new ways.
Consistently lead my team to success in terms of meeting financial goals, delivering exceptional customer experiences and managing risk. Focused on developing my team with regular coaching and feedback to help them grow their skillset and achieve their goals. Analyze KPI metrics to draw behaviour-results connections and focus coaching efforts where most impactful.
Responsible for achieving financial targets by finding opportunities to assist customers and provide sound financial advice. Delivered exceptional customer service while maintaining a leadership position in the branch and working together with colleagues.
Established a confident customer conversation framework to have in-depth customer conversations and solve more complicated financial problems. Strong time management allowed for balancing front line support, sales appointments and follow up as well regular coaching responsibilities.
Maintained employment with Roots while completing secondary and post-secondary education. Positive working relationships with various local and regional managers allowed me to work in different locations and on and off for the company throughout nearly a decade. Responsible for achieving sales targets in retail setting as well as opening and closing procedures and responsibilities on a regular basis.