Various Leadership Positions, (1981 – 1999)
Responsibilities and accomplishments included:
· Implemented leading edge, on-line strategic retail initiatives to a sales force of over 5,000. These on-line tools were used to significantly drive revenue through product and service excellence.
·Managed the successful development and deployment of a complex reconciliation model used to ensure the implementation of a multi-million dollar financial systems project.
·Change advocate to senior executives from the personal and commercial and eCommerce lines of business to successfully manage the change in their divisions to the new financial reporting systems.
·Developed the strategic and execution plans for the implementation of a mainframe (Hogan) management reporting system. This system would replace a legacy system that provided management reporting to over 5,000 managers.
·Redefined how CIBC managed their sales and relationship efforts by developing profitability models at the customer level. These models used complex analytical algorithms and activity based costing to determine profitability by customer relationship.
·Led a team of senior consultants to reengineer financial management expense reporting from legacy systems to a Dun and Bradstreet Client/Server system (SmartStream). This included revolutionizing the way information was viewed by redefining the information code-block from two views (transit and product) to over eight different views (account, sub-account, organization unit, project, customer, customer access point, currency).
·Partnered with Andersen Consulting for over 5 years and developed shared expertise on best practices for project management lifecycle methodologies, change management practices and presentation delivery.
·Managed all aspects of branch banking including retail deposits, consumer lending, small business lending and management, mortgage lending and processing, mutual funds and investments sales as well as back office processing.
·As senior branch manager, developed an innovative VIP card that introduced the concept of high net worth relationship management.