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Relationship Manager in Edmonton Alberta Resume Paul Leveille

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Relationship Manager in Edmonton Alberta Resume Paul Leveille Powered By Docstoc
					                           PAUL LEVEILLE
                                  paullev@shaw.ca


        BUSINESS DEVELOPMENT / SALES / CREDIT/ MANAGEMENT
   Sales Administration  Underwriting  Customer Service  Revenue Growth


Highly successful with several years of financial industry experience. Key team
player with excellent interpersonal and communications skills, established and
maintained strong relationships with both clients and colleagues. Managed
various business development activities including, prospecting, sourcing sales,
maintaining client base while ensuring customer satisfaction and growing
revenue.

                           AREA OF EXPERTISE

      Sales Cycle Management
      Financial Risk                              Problem Solving
      Sales Administration                        Public Relations
      Customer Service                            Negotiations & Closing
      Credit Management                           Proposal Design & Development
      Sales Coaching                              Territory Management
      Relationship Building                       Client Relationship Management
      Fluent in French/English                    Retail/Commercial Banking


                                   EDUCATION

      Business Administration Diploma - Canadore College
      Investment funds in Canada
      Lending Accreditation with both personal and business limits
      Certified Financial Planning Courses Completed–Personal Financial
       Planning – Strategic Investment Planning –Controlling the Future and
       Professional Practice

             COMMUNITY INVOLVEMENT / PERSONAL INTEREST
   Membership with Kinsmen of Canada for the past 20 yrs.
   Past president of the Wetaskiwin Kinsmen Club 2002/2003
   Current Edmonton Kinsmen Club Member
   Served on various task forces and committees over the past 10 years
   President of The Wetaskiwin Investment
                      RELEVANT WORK EXPERIENCE

A Step Beyond Pink
Regional Sales Manager                          Sept 2010 to Present

Reporting to the President, I am accountable to lead the sales representatives
while managing staff performance, coaching and mentoring. Forecast and
monitor territory and profitability goals. Set the vision, develop and adhere to the
business objectives. Evaluate market trends and gather competitive information
to identify changing demographics that effect current and future growth of the
corporation.


BMO Bank of Montreal
Financial Services Manager                      Oct 1998 to Sept 2010

As a Financial Services Manager, I was tasked with building strong relationships
with individual customers, small to medium-sized and mid-market businesses.
Working in a sales-focused environment to achieve retention, sales, service and
profitability objectives. Identifying opportunities to increase share of wallet by
using advice based sales and service principles, practices and techniques.
Profile customers to develop an understanding of their needs and identify
referrals. Mentor and coach junior staff with training and development.


Avco / Associates Financial Services
Branch Manager                                   Oct 1994 to Oct 1998

As Branch Manager I developed new business, retained clients and managed the
branch loan portfolio. Approved loans as per assigned limits, trained staff with
servicing accounts including credit and delinquency decisions. Managed human
resources, established production goals, optimized profitability and controlled
operating expenses.


Trans Canada Credit
Assistant Branch Manager                        Mar 1991 to Sept 1994

Sales and service of loans and creditor insurance products. Recommend solutions for
difficult delinquency accounts. Approve loans and schedule closing. Exceed sales goals,
managed junior staff and work closely with the Branch Manager.

                    References available upon request

				
DOCUMENT INFO
Description: Paul Leveille is highly successful with several years of financial industry experience. He is a key team player with excellent interpersonal and communications skills. Paul established and maintained strong relationships with both clients and colleagues.