Dynamic operations leader with a proven track record at Trillium Financial Broker, excelling in retail banking operations and compliance management. Adept at formulating strategic initiatives that enhance customer retention and optimize costs. Skilled in team management, fostering high engagement and productivity while driving quality assurance and risk evaluation.
• Formulate business strategy with others in the executive team
Design policies that align with overall strategy
• Implement efficient processes and standards
• Coordinate customer service operations and find ways to ensure
customer retention
• Ensure compliance with local and international laws (e.g. data
protection, KYC)
• Oversee the implementation of technology solutions throughout the
organization
• Manage contracts and relations with customers, vendors, partners and
other stakeholders
• Evaluate risk and lead quality assurance efforts
• Oversee expenses and budgeting to help the organization optimize
costs and benefits
• Mentor and motivate teams to achieve productivity and engagement
Report on operational performance and suggest improvements.
• Responsible for managing activities that are part of the production of
goods and services.
• My direct responsibilities include:
• Leadership.
• Understanding of policy, planning, and strategy.
• Ability to develop, implements, and review policies and procedures.
• Ability to oversee budgeting, reporting, planning, and auditing.
• Understanding of necessary legal and regulatory documents.
• Ability to address problems and opportunities for the company.
• Ability to build alliances and partnerships with other organizations.
• Managing both the operations process, embracing design, control,
performance improvement, and operations strategy.
• Services existing accounts, obtains orders, and establishes new
accounts by planning and organizing daily work schedule to call on
existing or potential sales outlets and other trade factors.
• Adjusts content of sales presentations by studying the type of sales
outlet or trade factor.
• Focuses sales efforts by studying existing and potential volume of
dealers.
• Submits orders by referring to price lists and product literature.
• Keeps management informed by submitting activity and results reports,
such as daily call reports, weekly work plans, and monthly and annual
territory analyses.
• Monitors competition by gathering current marketplace information on
pricing, products, new products, delivery schedules, merchandising
techniques, etc.
• Recommends changes in products, service, and policy by evaluating
results and competitive developments.
• Resolves customer complaints by investigating problems; developing
solutions; preparing reports; making recommendations to management.
• Maintains professional and technical knowledge by attending
educational workshops; reviewing professional publications; establishing
personal networks; participating in professional societies.
• Provides historical records by maintaining records on area and customer
sales.
• Contributes to team effort by accomplishing related results as needed.
Retail banking operations
Branch management
Business development
Customer relationship
Management
Compliance management
Service delivery
Account management
Liaison and coordination
Team management
References are enclosed.