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.
