Commercial Account Manager
I work closely with my clients to form trusting relationships. With my well developed presentation and interview skills I am able to ascertain my clients immediate needs and projected goals. I then partner with them, providing introductions to professionals to guide them along the most beneficial pathway to meet their goals.
My career path has given me thorough knowledge of various Financial Institutions and their various line of business’. I analyze financial statements, using the analysis to make recommendations, and assess risk to RBC . I stay current and up to date on applicable policy and am an advocate on behalf of my client especially during times of transition. . I use presentations to educate my clients in small to medium size groups. I organize agendas, invite guests, and lead meetings to groups such as Boards, Shareholders and respected Center of Influence contacts. I use my presentation skills to educate, to promote a team environment and to ensure transparency.
Overall management of the book of business I am responsible for is important to my success. Profitability and volume is measured regularly, and risk management is one of my daily accountabilities.