Tyler Kaugi

Manage a high-value portfolio of 2,500+ business clients, overseeing relationships representing more than $170M CAD in deposits while driving client retention, growth, and overall relationship profitability. Develop and maintain trusted relationships with business owners by providing comprehensive financial advice and tailored banking solutions to support business growth and long-term success. Build a strong presence within the local business community by developing strategic relationships with Centres of Influence, professional networks, and community partners to generate new business opportunities.

Business Advisor at Scotiabank (2025-06 – Present)

• Manage a high-value portfolio of 2,500+ business clients, overseeing relationships representing more than $170M CAD in deposits while driving client retention, growth, and overall relationship profitability.
• Develop and maintain trusted relationships with business owners by providing comprehensive financial advice and tailored banking solutions to support business growth and long-term success.
• Build a strong presence within the local business community by developing strategic relationships with Centres of Influence, professional networks, and community partners to generate new business opportunities.
• Proactively identify client needs and opportunities to deepen relationships through lending, deposit, cash management, and other business banking solutions.
• Prepare and facilitate complex commercial credit applications for loans exceeding $1M CAD, assessing financial information, business needs, risk, and creditworthiness to support informed lending decisions.
• Collaborate with fellow advisors and internal partners to deliver a customer-centric experience, leveraging specialized expertise to provide comprehensive solutions for complex business needs.
• Maintain a high standard of service while managing complex client relationships, balancing customer objectives, risk considerations, and the bank's strategic goals.
• Strengthen client relationships through proactive outreach, regular portfolio reviews, and needs-based conversations designed to uncover opportunities and support clients throughout their business lifecycle.

Relationship Manager at TELUS (2024-04 – 2025-09)

• Managed a portfolio of business clients.
• Executed outbound sales calls to prospective customers.
• Collaborated with team members to develop and implement effective sales strategies.
• Expanded product offerings by selling home security solutions to residential and business clients.
• Provided technical support and resolved customer issues.
• Established and maintained strong client relationships.

Marketing Specialist at Dear Life (2023-08 – 2023-12)

• Managed and grew the company's social media presence.
• Created engaging and impactful content across various social media platforms (text, images, and videos).
• Developed and executed targeted social media advertising campaigns.
• Conducted public relations and media outreach efforts.
• Planned and executed marketing events to promote brand awareness.
• Performed market research and competitive analysis to inform marketing strategies.
• Developed and strengthened brand identity and messaging.

Assistant Manager at Aldo Group (2022-05 – 2023-05)

• Monitored cash intake and deposit records, ensuring accuracy and minimizing discrepancies.
• Assisted with scheduling and delegated tasks to ensure adequate store coverage and efficient customer service.
• Provided personalized customer service, assessed customer needs, and maintained knowledge of current consumer preferences.
• Conducted regular inventory counts to verify stock levels, resolved discrepancies, and forecasted future inventory needs.
• Operated the Point of Sale (POS) system to process customer transactions efficiently.
• Provided exceptional customer service to build customer loyalty and address concerns.

Chief Executive Officer at Kaugi Jr Corporations Limited (2020-06 – 2025-06)

• Analyzed performance data to evaluate and improve business operations, adapting to current market conditions and forecasting future needs.
• Consulted with clients to assess their unique needs and proposed optimal solutions to achieve their business objectives.
• Developed and implemented strategic plans to drive business growth and profitability.
• Oversaw all aspects of company operations, including finance, marketing, and human resources.

Bachelor of Science in Statistics – Dalhousie University