Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Sandeep Sidhu

Edmonton,AB

Summary

Dedicated to client satisfaction and brand excellence, I excel in delivering full-service financial solutions, positioning myself as a trusted partner in clients' success. With a strong focus on sales coaching, I lead teams in identifying client needs, driving sales, and fostering lasting relationships across various lines of business. Mentoring and coaching are integral to my leadership style, enhancing skills and confidence to cultivate enthusiastic client relationships and grow personal banking portfolios. Adept at process optimization, I leverage customer insights to implement and maintain efficient administrative procedures and ensure regulatory compliance. My ability to utilize financial expertise is demonstrated through accurate preparation and monitoring of reports, effectively communicating branch progress, goals, and strategic objectives on a weekly, monthly, and quarterly basis.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Branch Manager

Scotiabank
05.2023 - Current

· Develop and implement strategies to improve customer satisfaction and loyalty in the branch

· Implement innovation and technology solutions to enhance branch operations and improve customer experience

· Analyze branch performance metrics and data to identify areas for improvement and develop action plans to drive sales growth and enhance customer experience

· Ensure compliance with all relevant banking regulations and company policies to mitigate operational risk

· Collaborate with local community organizations and leaders to identify and address specific needs and opportunities for community involvement and support

· Manage and oversee the branch's budget and financial performance to ensure profitability and cost-effectiveness

· Develop and implement employee engagement programs to foster a positive and inclusive work environment

Assistance Branch Manager

RBC Bankers Hall
02.2022 - 05.2023

· Motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales objectives

· Delivering results through strong sales management routines and coaching ability

· Partner with my manager to ensure operational effectiveness of the branch and maximize the performance of the team

· Coaching my team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage

· Leverage partners to establish both internal and external working relationships to support business objectives

· Address local community needs through appropriate recruitment and management practices

Planned work schedules to maintain adequate staffing levels.

Financial Advisor

RBC
04.2018 - 02.2022
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Proactively take ownership of resolving and preventing client's banking problems
  • Built relationships with clients by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.

Vice President - Volunteer Work

MBLL Employee Charity of Choice
08.2016 - 05.2019
  • Chair of committee Winnipeg, Manitoba
  • Scheduled and held meetings with the committee members
  • Responsible to choose how the funds are distributed to selected charities
  • Where and how are funds collected for the charities
  • Focused on campaigns criteria and developing process plan for MBLL employee awareness, voting and implementation.

Education

Business Administration - Finance

Red River College
Winnipeg, MB
02.2018

Skills

  • Business Development and Planning
  • Strategic Planning
  • Market Analysis
  • Time Management
  • Performance Management
  • Operations Management

Accomplishments

    District Coordinator for Multicultural ERG

    District Champion Lead for Creditor Protection


Certification

  • Certificate in Personal Financial Service Advice and Financial Pl
  • Certificate in Mutual Funds Accreditation in Investment Funds in Canada
  • Certificate in Branch Compliance Officer

Timeline

Branch Manager

Scotiabank
05.2023 - Current

Assistance Branch Manager

RBC Bankers Hall
02.2022 - 05.2023

Financial Advisor

RBC
04.2018 - 02.2022

Vice President - Volunteer Work

MBLL Employee Charity of Choice
08.2016 - 05.2019

Business Administration - Finance

Red River College
Sandeep Sidhu